More jobs:
Assets Investment Officer VP
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-28
Listing for:
Citibank (Switzerland) AG
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Corporate Finance -
Management
Job Description & How to Apply Below
Location: New York
## For additional information, please review .##
** Real Assets Investment Officer:**## ##
** Team
Description:
** The US Pension Investment (“USPI”) team is the investment management team that manages and invests the assets of the US Defined Benefit (“DB”) and Defined Contribution (“DC”) Plans (together, the “US Plans”) and advises on the Asset Allocation and Investment strategy for all the International Pension Plans. The DB Plan portfolio consists of approximately $10 billion of assets. All existing Real Assets investments are managed through a network of external investment managers.
The incumbent will play a pivotal role in the monitoring and performance reporting of these managers, working in close collaboration with the current Private Equity & Real Assets Investment Officer to ensure optimal performance and adherence to investment mandates. This position will report directly to the USPI Chief Investment Officer (CIO).##
** Job Description**## The primary responsibility of the Private Equity Investment Officer will be to co-manage the US DB investments in the Private Equity sub-asset classes.##
*
* Key Responsibilities Include:
*** ##
** Fund Manager Monitoring & Evaluation:** + ## Deep understanding of investment strategies and underlying assets in each fund. + ## Developing and maintaining Excel-based analyses for cash flow tracking/projection and investment performance. + ## Performance analysis using metrics like IRR, return on capital, and benchmarking. + ## Active participation in fund manager meetings to gather performance updates. + ## Manage capital call process.
* ##
** Reporting and Presentation:** + ## Preparation of routine reports on asset-class performance. + ## Creation of ad-hoc reports, special project analyses, and presentations for internal teams and the Plan Committee. + ## Support for monthly, quarterly, and semi-annual reporting processes, collaborating with Investment and Operations teams.* ##
** Market Intelligence & Networking:** + ## Engaging with institutional peers and managers to stay current on investment trends. + ## Identifying new and compelling investment opportunities.##
** Qualifications*** ## Strong academic background;
Bachelor’s degree in Finance, Economics, Business, Accounting, or other related field* ## 3-5 years relevant experience, preferably in finance and/or asset management. Private markets or private market operations experience (preferably in a similar role at either a pension fund, endowment, or foundation) a plus* ## Results-driven, with an ability to deliver high-quality work* ## Excellent financial modeling skills, including advanced knowledge of Microsoft Excel and Power Point.
Knowledge of MSCI (formerly Burgiss) Private I system a plus.* ## Attention to detail, desire for accuracy, and intellectual curiosity with a desire to understand the various underlying sub-asset classes* ## Exercises effective project management, relationship building and communication skills* ## Team player with an ability to work well with others in a small team environment##
*
* Education:
*** ## Bachelor's degree in Finance, Economics, Business, Accounting, or other related field.* ## Master's degree or CFA preferred## -----------------------------------------------------
- ** Job Family Group:
** Finance-----------------------------------------------------
- ** Job Family:
** Pension Investment Management-----------------------------------------------------
- ** Time Type:
** Full time-----------------------------------------------------
- ** Primary
Location:
** Long Island City New York United States-----------------------------------------------------
- ** Primary Location Full Time Salary Range:**$ - $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…
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