Private Assets Investment Analyst, Citi

Citi

Location:
United States, New York

Category:
Finance

Contract Type:
Employment contract

Salary:

109120.00 - 163680.00 USD / Year

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Job Description:

The US Pensions Investment (USPI) team manages and invests the assets of Citi's US Defined Benefit and Defined Contribution retirement plans. The Private Assets Investment Analyst will support the team by providing analytical assistance across portfolio asset management, investment due diligence, reporting processes, and fiduciary oversight of funds. Responsibilities include preparing reports, conducting risk analysis, monitoring portfolio positions, and ensuring compliance with investment guidelines.

Job Responsibility:

Provide critical analytical support to the Private Assets Investment Officers and Operations
participate in new investment and operational due diligence
support the monthly and quarterly reporting processes
assist in monitoring portfolio positions
prepare ad-hoc reports, special projects, and presentations
conduct portfolio analysis
assist in the review of pension and 401K plans activities
assist in new investments and redemption process
provide timely feedback on audit requests
assist with performance calculations
support the Pension Plan Investment Committee and 401(k) Plan Investment Committee
monitor underperforming funds
utilize private equity models and custodian systems
create quantitative analysis and modules

Requirements:

1-5 years of experience in a related role
solid understanding of financial products
advanced analytical skills
ability to see the big picture
excellent written and oral communication
results-driven, with an ability to deliver high-quality work
effective interpersonal skills
attention to detail, desire for accuracy, intellectual curiosity
proficiency with standard analysis tools (Excel, Access, Power Point)
quantitative background and Python programming knowledge
effective project management
ability to multitask in a fast-paced environment
ability to interact with all levels of management
must be a team player

What we offer:

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including vacation, sick leave, and holidays

Additional Information:

Job Posted:
September 05, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Private Assets Investment Analyst