With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
 
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.

Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms

© 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.

Industry: Financial Services
Company Size: 10,001+ employees

JPMorganChase

Savvy Admin PROD

**Job Description**

Credit Research is where markets, news, and fundamentals collide daily—and where strong, differentiated views matter. In this role, you will dig into financials, form views quickly, and communicate them clearly, translating complex company and sector dynamics into actionable insights for some of the world’s most sophisticated institutional investors.

**Job Summary**

As a Sell-Side Credit Research Analyst covering Latin America corporates, you will support sector and issuer coverage end-to-end: analyzing earnings and filings, tracking breaking news and macro trends, building and maintaining financial models, and producing timely research on credit risk, valuation, and relative value. You will collaborate closely with internal stakeholders—including economists, equity analysts, and EM counterparts across Asia and CEEMEA—while developing your own coverage capabilities and client voice. Latin America is a predominantly high yield region with a complex credit landscape, frequent idiosyncratic events, and a high incidence of governance and fraud risk—candidates must be prepared to operate with the analytical rigor and intellectual independence that this environment demands.

Job responsibilities

- Own day-to-day monitoring of assigned sectors and issuers, staying ahead of catalysts, credit events, flows, and fundamental developments across Latin America’s diverse corporate landscape

- Analyze earnings releases, regulatory filings, and financial disclosures, translating takeaways into a clear, differentiated credit view with speed and precision

- Assess macro developments (commodities, FX, rates, politics) and their implications for spreads, ratings, capital structures, and refinancing capacity

- Build, maintain, and enhance financial statement models and key credit metrics, focusing on leverage, liquidity, coverage ratios, and maturity profiles

- Perform valuation and relative value analysis across issuers, curves, and capital structures to identify actionable opportunities for clients

- Produce publication-ready research (earnings updates, initiations, credit events, thematic notes) with high analytical integrity and writing quality

- Communicate views in live client discussions and internal forums, supporting franchise and external rankings through proactive engagement

**Required Qualifications, Capabilities, And Skills**

- 6+ years of experience in credit research, investment banking, corporate finance, or another rigorous analytical role

- Deep understanding of corporate credit fundamentals, including accounting and capital structure analysis, and the ability to translate financials into actionable credit implications

- Demonstrated experience analyzing high yield credits, distressed situations, and complex capital structures

- Advanced Excel financial modeling skills, including building and maintaining detailed financial statement models from scratch

- Fluency with AI-enabled tools and data platforms to accelerate and enhance analytical output

- Exceptional writing and presentation skills, producing clear, precise, publication-ready work under time pressure

- Ability to form and defend independent, differentiated views in a fast-moving, high-pressure environment

**Preferred Qualifications, Capabilities, And Skills**

- Prior sell-side or buy-side credit research experience with direct coverage of Latin American corporates

- Sector expertise in one or more areas (e.g., oil and gas, mining, utilities, infrastructure, consumer, transportation, pulp and paper, agribusiness, TMT, cement and construction, financial institutions)

- Proficiency with Bloomberg, FactSet, and other market data platforms

- Familiarity with local market dynamics, regulatory frameworks, and corporate governance standards across key Latin American jurisdictions (e.g., Brazil, Mexico, Colombia, Chile, Argentina, Peru)

**ABOUT US**

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

**About The Team**

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Global Research - Latam Corporate Credit - Vice President

Delivering trusted financial data across 5,300+ global tickers that powers AI agents, LLMs, and leading financial institutions worldwide.

Analysts at the top investment firms use our workflow solutions to save valuable time and accelerate their decision making. We also provide the core AI data infrastructure that underpins the best financial agents and are the partner of choice for the leading global AI companies, including OpenAI and Anthropic.

Get in touch at hello@daloopa.com.

Industry: Software Development
Company Size: 51-200 employees

Daloopa

**About Daloopa, Inc.**

Daloopa is transforming how investment professionals work. Our mission is to eliminate the slow, error-prone parts of fundamental research—without sacrificing accuracy or auditability.

Founded by a former equity research analyst and top engineers, we built an AI-powered platform that converts complex financial filings, transcripts, and KPIs into clean, hyperlinked, customizable data. This means analysts spend less time on manual tasks and more time generating insights that drive performance.

Today, Daloopa powers the workflows of leading investment teams worldwide—helping them move faster, think deeper, and make every decision with confidence. If you’re passionate about building technology that solves real-world problems and want to make an impact, join us and help redefine the future of investment research.

**Why ** **Daloopa?**

- Competitive pay + performance incentives

- Equity in a fast-growing FinTech

- Hybrid work schedule (3 days in-office)

- Career growth and mentorship opportunities

- A vibrant, collaborative culture

- Full benefits package

**About The Role**

**Location: ** New York City (Hybrid office/remote schedule)

**Compensation: ** $183k - $204k annualized + equity + benefits (This range is reflective of level of contribution. Candidates who fully match what we’re looking for in this role will be at the top of the range.)

**About The Role**

At Daloopa, we’re building AI-powered products that transform how financial analysts work, eliminating manual processes and unlocking efficiency at scale. As a Senior Product Manager, you’ll own and accelerate Scout. Scout is our next-generation AI native product, evolving the way we always intended; from a tool that responds to prompts to one that truly understands, executes, and works alongside an analyst’s workflows. This is a high ownership role focused on transforming Scout into a workflow-driven product used by analysts, not just an Excel prompt-based tool.

You’ll be responsible for defining product direction, driving execution, and turning AI capability into real habitual user behavior. You’ll collaborate with engineering, design, operations, and go-to-market teams to deliver a roadmap that keeps our product differentiated, scalable, and deeply aligned with customer needs. This is an opportunity to build products at the frontier of AI-driven workflows in an industry just beginning its transformation.

**What ** **You’ll ** **Do**

- Own product strategy and roadmap for Scout

- Define and build core analyst workflows (modeling, comps, forecasting)

- Drive user engagement and repeat usage (WAU, DAU, habit formation)

- Translate AI capabilities into intuitive, repeatable product experiences

- Leverage AI tools directly to prototype, explore, and validate ideas quickly

- Lead execution with engineering and design

- Communicate clearly with founders, executives, and stakeholders

- Build alignment and earn trust across your EPD squad

**Who You Are**

- 5+ years experience in product management

- Experience building 0 -> 1 or early stage products

- Background in AI/ML, technical, or workflow-based products

- High agency, with strong ownership and a bias for action

- Comfortable operating in ambiguity and moving without direction

- Resilient and persistent in driving outcomes

- Highly structured and clear communicator

- Strong ability to influence and align cross-functional teams

- AI fluent: you already use AI tools to build, prototype, and think

**Success Looks Like**

- You’ll know and understand the product from end to end.

- You own the product strategy and execution—delivering measurable growth, improving user experience, and ensuring the product scales effectively as the company grows.

- Within the first 6–12 months, success will include impactful feature launches and strong collaboration with engineering and design to drive adoption and retention.

**Apply**

If you’ve built and launched AI products and can show real results, we’d love to meet you. Share examples of your work, such as a tool you built, a key contribution, or a metric that shows your impact.

Product Manager - AI

Guidepoint is a research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we enable our clients to turn answers into action.

Backed by a network of nearly 1.75 million experts, and Guidepoint’s 1,600 employees worldwide we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.

For more information, visit www.guidepoint.com.

Industry: Information Services
Company Size: 1,001-5,000 employees

Guidepoint

**Overview:**

The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. private equity/hedge fund), sell-side equity research analysts, and industry professionals.

We are seeking a highly motivated and experienced Equity Research professional to join our dynamic team. The ideal candidate will work closely with the Global Head of Healthcare to plan and execute primary research that addresses the evolving needs of our institutional investor clients in the biotech/pharma sector. This role involves identifying timely and topical ideas, leading expert interviews, mentoring junior analysts, and collaborating with the outreach team to generate valuable insights that drive client engagement.

**This is a hybrid position out of our New York City office**

**What You’ll Do:**

- Research Planning: Collaborate with the Global Head of Healthcare to design and implement primary research initiatives, focusing on assigned therapeutic areas and companies within Biotech/Pharma.

- Idea Generation: Generates ideas to generate content that are timely, topical, and aligned with the interests of US institutional investors.

- Expert Interviews: Lead and moderate interviews with physicians, researchers, and industry executives from Guidepoint’s extensive network of over 700,000 professionals, ensuring the extraction of valuable insights.

- Preparation and Analysis: Conduct thorough preparation for interviews by analyzing public company SEC filings, reviewing investor presentations, monitoring news releases, and assessing Wall Street research reports to ensure informed discussions.

- Team Management: Guide and mentor a team of junior analysts responsible for developing corporate content pertinent to the biotech and pharma sectors, fostering an environment of continuous learning and improvement.

-  Client Engagement : Develop and implement client engagement plans that reflect the unique needs and pipeline of relevant clients, maximizing their utilization of our Insights content.

- Training and Development: Provide rigorous ongoing training for junior analysts on various industry topics, including market analysis, investment research methodologies, mergers & acquisitions, and leveraged buyouts to enhance their professional growth.

- Collaboration: Partner with the outreach team to highlight content that have actionable takeaways to clients.

**What You Have:**

- Bachelor’s degree in Finance, Economics, Life Sciences, or a related field; advanced degrees (MBA, PhD) preferred.

- 10+ years of investment related research experience on buy side or sell side covering Biotech/Pharma. 7+ years of investment experience for Candidates who have MD or Ph.D degrees.

- Experience conducting therapeutics company research is required.

- Highly motivated and driven individual that demonstrated consistent performance.

- Proven track record of conducting and moderating expert interviews.

- Strong analytical skills with the ability to interpret complex information from various sources.

- Demonstrated experience in managing and developing teams, with effective mentoring capabilities.

- Excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels.

- Proficiency in research methodologies and tools, along with a strong understanding of investment principles and market trends.

- Ability to work in a fast-paced entrepreneurial environment

**What We Offer:**

The annual base salary range for this position is $200,000-$220,000. Additionally, this position is eligible for an annual discretionary bonus based on performance.

**You will also be eligible for the following benefits:**

- 15 PTO days, 10 legal holidays, and sick days

- Comprehensive medical, dental, and vision plans

- Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off and parental leave plans

- Commuter benefits and a corporate gym rate

- Development opportunities through the LinkedIn Learning platform

- Free snacks and beverages in the office

- Friday happy hour and “Summer Fridays”

- Year-round corporate athletic league

- Casual work environment, team building, and other social events

**About Guidepoint:**

Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action.

Backed by a network of nearly 1.5 million experts and Guidepoint’s 1,300 employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.

At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience.

Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location.

**Compensation**

$220,000—$220,000 USD

Strategist, Therapeutics

Glocap has been placing investment professionals since our founding in 1997. Our long history in this space has resulted in a vast, long-standing network of talent and clients. We are organized into specialized practices, and within each area, our team members focus on recruiting investment professionals at all levels, from the most senior to the most junior.

Industry: Staffing and Recruiting
Company Size: 11-50 employees

Glocap Investment Professionals & Executives

This NYC Single Family Office is hiring an Investment Professional to take primary responsibility for fundamental analysis of portfolio companies in both public and private markets. This new hire will function as a generalist across sectors, industries, and asset classes, evaluating both direct positions and the portfolios of fund managers. This hire will be the third member of the investment team, working closely with the head of the investment team and a colleague focused on quantitative performance and risk attribution at the portfolio and manager levels. The successful candidate will own the fundamental-research process end to end, and set their own priorities in dialogue with the team.

**Key Responsibilities **

• **Look-through analysis of fund holdings: **Evaluate underlying portfolio companies in the Family Office’s active public equity, private equity and venture fund investments to identify names where direct exposure could be increased if the opportunity arises.

• **Single-name idea generation **: Independently survey market conditions, sectors, supply chains, and peer networks to surface new opportunities for direct investment, public or private.

• **Manager underwriting support **: Partner with the team’s quantitative associate during the underwriting and re-underwriting of third-party strategies

• **Process, infrastructure, and tooling: **Build, document, and continuously improve the fundamental-research process, watchlists, models, and source materials; thoughtfully adopt new technologies, especially AI productivity and research tools

**Qualifications: **

- 5-10 years of relevant experience in fundamental equity research or underwriting. Ideal candidates will combine public-market equity research / underwriting experience with exposure to private equity, or vice versa.

- Comfort working both top-down (sectors, supply chains, macro themes) and bottom-up (individual companies and securities)

- Facility with AI tools is required

Family Office - Private/Public Investor

At Goldman Sachs, we believe progress is everyone’s business. That’s why we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow.
Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices in all major financial centers around the world. 

More about our company can be found at www.goldmansachs.com

For insights on developments currently shaping markets, industries and the global economy, subscribe to BRIEFINGS, a weekly email from Goldman Sachs. Copy and paste this link into your browser to sign up: http://link.gs.com/Qxf3

gs.com/social-media-disclosures

Industry: Financial Services
Company Size: 10,001+ employees

Goldman Sachs

**Job Description**

The Vintage Platform is Goldman Sachs Asset Management’s dedicated secondary investing platform and sits within the External Investing Group or XIG. The Vintage Funds, which provide liquidity solutions to private market limited partner investors and sponsors / fund managers, are a flagship of Goldman Sachs’ alternatives franchise, with leadership in the secondaries space since 1998. Since inception, the Vintage Funds have raised and invested nine globally diversified secondary funds and three strategy-specific vehicles across Real Estate, Infrastructure and Credit & Portfolio Finance. Across the secondaries platform, the group has invested over $85bn across more than 750 secondary transactions. The team operates primarily from offices in New York, London, Hong Kong, Singapore, Salt Lake City, San Francisco and West Palm Beach.

Vintage Credit Opportunity Partners Leverages The Expansive And Deep General Partner (GP) And Limited Partner (LP) Relationships Of The Vintage Secondaries Platform, XIG And Goldman Sachs To Source And Execute Credit Secondaries And Portfolio Finance Transactions. From a Dedicated Pool Of Capital, VCOP Seeks To Provide Liquidity Solutions Across Two Main Categories

-  Credit Secondaries. VCOP seeks to acquire existing direct and indirect credit portfolios through a range of transaction structures.

-  Portfolio Finance. VCOP provides innovative and highly bespoke structured liquidity and financing solutions to GPs and LPs in exchange for priority over assets and / or cash flow streams and management company economics, and at times via securitization structures. Note: these are not traditional NAV loans or subscription facilities.

https://am.gs.com/en-us/institutions/products/secondaries

**Responsibilities**

-  Conduct commercial and financial due diligence to evaluate transactions across credit deal types that the Vintage Platform focuses on:

-  Credit continuation vehicles, with a focus on fundamental company-level due diligence, valuation and transaction structuring

-  Limited Partner secondary transactions, with a focus on fundamental asset-level valuation within diversified credit portfolios across a broad range of sectors

-  Portfolio finance transactions, involving lending and structured asset-backed liquidity solutions for Limited Partners (backed by funds), private equity sponsors (backed by portfolio companies, or management company revenue streams), and other owners of private assets, such as family offices and corporates

-  Other credit secondary transactions, including the acquisition of direct and indirect portfolios of private credit and strategic transactions with credit asset managers

-  Drive portfolio valuation and modelling to inform investment decisions

-  Drive investment committee materials and present investment opportunities to the Investment Committee through written and oral presentations, and conduct thoughtful follow-up analysis

-  Work with external advisers, legal counsel and counterparties to advance transaction diligence and execution

-  Support vertical-wide initiatives through team development, relationship development and transaction sourcing

**Requirements**

-  Minimum of 3 years of experience in investing roles: preference for credit (or credit adjacent) experience, but experience in Private Equity, Secondaries and other principal investment strategies or advisory roles (Investment Banking or Management Consulting) will be considered.

-  Excellent numerical, analytical and valuation skills

-  Proficiency in modelling for the purposes of asset valuation and complex transaction cash flow waterfalls

-  Knowledge of key methodologies to analyse business models, competitive advantages and threats

-  Strong presentation, communication and negotiation skills enabling the candidate to make robust recommendations to the Investment Committee and interact effectively with third parties

-  Excellent time, people and project management skills

-  Ability to work effectively as part of a global team

**Salary Range**

The expected base salary for this New York, New York, United States-based position is $100000-$170000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

**Benefits**

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .

Asset & Wealth Management, Credit Secondaries & Portfolio Finance - Vintage Credit Opportunity Partners (VCOP), Associate - New York

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

For information on Citi’s commitment to privacy, visit on.citi/privacy.

Industry: Financial Services
Company Size: 10,001+ employees

Citi

The Investment Associate Group Manager is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function. Applies in-depth understanding of the business impact of technical contributions. Strong commercial awareness is a necessity. Generally accountable for delivery of a full range of services to one or more businesses/ geographic regions. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the end results of an area. Exercises control over resources, policy formulation and planning. Primarily affects a sub-function. Involved in short- to medium-term planning of actions and resources for own area.

**Responsibilities:**

- Lead produce growth in investment revenue and AUMs with Ultra High Net Worth clients. Experienced in constructing and overseeing investment portfolios as well as in delivering advice and guidance on markets and actionable investment ideas. Credibility to cultivate trusting, productive relationships with key partners throughout Wealth and the wider Citi. Entrepreneurial and capable of bringing in new clients/investment management mandates to the bank.They will have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Wealth offers to clients, including, though not limited to, capital market solutions, and traditional and alternative investments.

- Candidates for this position will be able to instill collaborative and team-oriented behavior, and to leverage a wide array of product and other specialists, as well as other divisions within Citigroup, to broaden investment relationships and add the most value to clients. Understand how to align products and other investment solutions with asset allocation targets, risk management parameters and client goals.

- As the Wealth and Citi product platforms are unusually broad and deep, the candidate must have a strong ability to coach experienced Investment Associates and colleagues in the best ways to apply products to serve clients. Wealth employs a team-based client coverage model, and the candidate will demonstrate an ability to partner very closely and effectively with management colleagues in order to coach, support and motivate client-facing professionals. Demonstrating such partnership with the Banking Regional Head, and with other product leaders in Investments and beyond, is essential.

- For those clients covered directly by the candidate, function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)

- Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker

- Arrange and lead regular (quarterly) investment and business reviews with assigned clients.

- Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc.

- Partner with Bankers to prospect for new investment business

- Understand the investment needs of assigned clients (i.e. return expectation, risk appetite, time horizon, liquidity needs, etc.) and ensure that positions are in line with client risk profiles.

- Minimize the client’s and Wealth’s exposure to risk by observing suitability policies and by monitoring and communicating changes in the client’s financial condition as well as industry and economic trends

- Observe suitability and credit polices at the point of client transactions for trade approval

- Recommend strategic and tactical asset allocation in line with Wealth’s house view

- Oversee and coordinate the portfolio construction and implementation of investment mandates across all appropriate internal resources such as the Investment Lab, Capital Market Specialists, Managed Investment Specialists, etc.

- Provide direct and active ongoing portfolio advice to assigned client

- Uncover needs that are not clearly expressed by the client

- Be able to advise and influence clients, overcome objections and demonstrate the confidence to close significant business.

- Lead investment discussions and presentations in one-on-one settings, in small groups, and with larger audiences.

- Communicate complex technical details easily and consistent with the level of sophistication of the client or sales team member.

- Diplomacy and influence skills to build partnerships and succeed in a highly decentralized, matrixed and entrepreneurial business model

- Demonstrates resilience and ability to thrive and deliver results in a high pressure, global, rapidly changing and often ambiguous environment

- Exemplify the highest standards of conduct in all their professional activities and will faithfully observe the letter and spirit of Citi’s policies and principles.

- Knowledge of and ability to communicate capital markets strategies (equity, fixed income, FX derivatives, rates, credit, structured products) with clients.

- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

**Qualifications:**

- 10+ years of experience

- Robust experience in providing investment advice and solutions as well as managerial experience.

- Bachelor's degree; Robust experience in providing investment advice and solutions as well as managerial experience.

- Prior managed investment experience with a strong ability to explain and implement asset allocation and individual asset classes. Ability to articulate and advocate the house view of Citi and Wealth as well as the investments Citi recommends.

- US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

**Education:**

- Bachelor's/University degree, Master's degree preferred

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**Job Family Group:**

Private Client Product Services

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**Job Family:**

Investment Counselor

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**Time Type:**

Full time

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**Primary Location:**

New York New York United States

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**Primary Location Full Time Salary Range:**

$211,280.00 - $316,920.00

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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**Most Relevant Skills**

Please see the requirements listed above.

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**Other Relevant Skills**

For complementary skills, please see above and/or contact the recruiter.

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**Anticipated Posting Close Date:**

May 27, 2026

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~~Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.~~

~~If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.View Citi’s EEO Policy Statement and the Know Your Rights poster.~~

Investment Associate - Group Manager - Senior Vice President

We use AI to understand human ability and match talent with the opportunities they're best suited for.

Industry: Software Development
Company Size: 51-200 employees

Mercor

**About The Job**

**Mercor ** connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include **Benchmark **, **General Catalyst **, **Peter Thiel **, **Adam D'Angelo **, **Larry Summers **, and **Jack Dorsey **.

**Position: ** Venture Capital Expert

**Type: ** **Contract**

**Compensation: ** **$100/hour**

**Location: ** **Remote**

**Duration: ** **Minimum four weeks**

**Commitment: ** **10+ hours/week**

**Role Responsibilities**

- Evaluate and create board materials for venture capital projects.

- Conduct market sizing/TAM analysis to inform investment decisions.

- Develop investment/analysis summaries and memos for strategic insights.

- Source and identify potential deal opportunities in the venture capital space.

- Work independently and asynchronously to meet project deadlines.

- Contribute to projects with potential for future engagement with Mercor.

**Qualifications**

**Must-Have**

- At least 2 years of experience in venture capital at top firms.

- Experience in board materials creation.

- Proficiency in market sizing/TAM analysis.

- Skills in investment/analysis summaries and memos.

- Experience in sourcing for deals.

**Compensation & Legal**

- Hourly contractor

- Paid weekly

**Application Process (Takes 20–30 mins to complete)**

- Upload resume

- AI interview based on your resume

- Submit form

**Resources & Support**

- For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome

- For any help or support, reach out to: support@mercor.com

~~PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity. ~~

Investment Analyst

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