Citi

Investment Associate Senior Analyst - Los Angeles

Citi

6 days ago
United States
Onsite
Full Time
Medior
1 applicant
Citi
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About this role

The Investment Associate Sr Analyst provides investment advice and services to high net worth clients, assisting in managing their portfolios by analyzing market trends, preparing investment policies, and recommending portfolio adjustments. They support senior team members, develop client relationships, and stay informed on financial markets and products.

Skills

Qualifications

Bachelor's Degree in Economics, Finance or Business AdministrationSecurities Industry Exam (S7, S66 or S63/S65)
Citi

About Citi

citi.com

Industries

Finance

Citibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.

About Citi

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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