Private Market Research Analyst (Evergreen) Citi Wealth

The Research Analyst will be a member of the Global Alternatives research team which is focused on the diligence and structuring of compelling private equity and real estate opportunities for distribution to Citi Wealth’s client base. The position will involve the analysis, diligence, structuring, and syndication of evergreen fund opportunities to address the needs of our global wealth client base. The position will focus on evergreen (semi-liquid) investment strategies including tender offer funds, interval funds, non-traded/private BDCs, and private REITS.

The position will lead the investment process from investment due diligence, structuring, legal negotiation, and ultimately obtaining any committee approvals. In addition, this role will be responsible for helping to educate Citi Wealth’s global banker, investment counselor and financial advisor base on existing and newly launched opportunities to Citi Wealth’s global client base. The ideal candidate will have significant evergreen fund structure knowledge, distribution experience, experience with evergreen strategies, be comfortable working on multiple offerings at once, exemplary prioritization skills, an ability to navigate a global consumer client base, and strong presentation skills.

Job Responsibilities

• Lead the diligence, structuring, onboarding, and negotiation of evergreen product offerings for Citi Wealth clients.
• Lead and support the distribution efforts of private equity and real estate products for the Citi Wealth clients.
• Prepare and maintain relevant offering materials including marketing decks, fact cards, FAQs, etc. to assist in marketing efforts of newly launched investment offerings.
• Conduct training sessions and follow ups for bankers, investment counselors, and financial advisors for newly launched investment offerings.
• Provide verbal and written updates to clients and respond to inquiries on investment offerings.
• Ongoing monitoring of existing evergreen product offerings including quarterly performance updates.
• Provide timely and frequent updates to global senior management.
• Understand and provide investment solutions to rapidly changing alternatives investment environment.

Qualifications and Skills

• Location: New York, NY; Boston, MA
• BS/BA in finance, economics, accounting, mathematics, statistics, or related field required; master’s degree preferred; CFA preferred.
• 8-10 years relevant experience in real estate, private equity, or investment management.
• Prior experience with the onboarding and distribution of evergreen investment strategies.
• Superior written and verbal communication skills along with strong analytical and presentation skills.
• Strong organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple projects and deadlines.
• Must be able to work as an effective, collaborative team member in a global environment as well as independently lead tasks as necessary.
• Demonstrated problem solving ability and drive to leverage available resources to create solutions and suggestions for senior team members.
• Demonstrated expertise in Microsoft Excel (modeling), Microsoft Word (investment memos), and Microsoft PowerPoint (presentations).
• Securities Industry Essentials Exam (SIE), Series 7, Series 66 required

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In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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