Alternative Investment Senior Sales Analyst
Citi · London, United Kingdom · 13d ago
The Alternative Specialist Team provides expert coverage across private equity, private credit, real estate, infrastructure, and hedge fund strategies. The team delivers product expertise, advisor enablement, and implementation guidance to drive the adoption of alternative investments across Citi Wealth.
The EMEA Alternative Specialist Team is seeking an Alternative Investment Senior Sales Analyst to join the team as a strategic contributor, supporting the distribution, adoption, and growth of alternative investment solutions across Citi Private Bank and Wealth at Work in EMEA.
The successful candidate will play a central role within the EMEA Alternative Specialist team, supporting business development initiatives, advisor engagement, investment presentations, and sales execution activities across the alternatives platform. The role will require extensive engagement with Bankers, Investment Counselors, Product Management and other key stakeholders across Citi Wealth. The position combines commercial engagement with investment analysis, business development, and sales process management responsibilities. The role combines commercial engagement with investment analysis and sales process management responsibilities.
The role requires strong analytical skills and the ability to assess, filter, prioritize, and synthesize complex and often dynamic information from multiple sources. The ideal candidate will demonstrate a genuine interest in alternative investments, intellectual curiosity, attention to detail, and a proactive approach to supporting business growth.
This role offers significant opportunities for professional development and expanded responsibilities over time, including participation in client meetings, strategic investment discussions, advisor training initiatives, and broader business development events and activities. The position provides substantial visibility across Citi Wealth in EMEA and extensive engagement with leading alternative investment managers and industry participants.
Key Responsibilities:
Alternative Investment Expertise & Advisor Enablement
- Demonstrate strong interest across the full spectrum of Alternative Investments, including Private Equity, Private Credit, Real Estate, Infrastructure, and Hedge Funds.
- Develop and maintain expertise in alternative investments, supporting Bankers, Investment Counselors, and other stakeholders in enhancing product knowledge, suitability understanding, and client engagement.
- Ability to explain complex investment structures, market dynamics, and historical trends in a clear, intuitive manner tailored to diverse audiences.
Business Development & Pipeline Management
- Develop, manage, and execute a disciplined sales pipeline management process across Citi Wealth EMEA.
- Prepare Specialists, Bankers and Investment Councelors for client meetings by supporting high‑impact presentations, portfolio discussions, and product pitches.
- Partner with Citi Private Bank and Wealth at Work team across EMEA to support the delivery of Alternative Investment revenue and AUM growth objectives.
- Provide ongoing client servicing support both pre- and post‑investment, ensuring a seamless and high‑quality experience.
- Produce and analyze sales, pipeline, fundraising, and asset flow metrics to identify business opportunities and support strategic decision making.
Product Marketing & Launch Execution
- Present investment product features, benefits, and performance considerations in internal meetings, training sessions, and conference calls.
- Support the launch and ongoing marketing of new Alternative Investment offerings, including planning and organizing internal education as well as client events across EMEA.
- Collaborate with external asset management firms to coordinate product rollouts, investor communications, and servicing initiatives.
- Support the preparation of marketing materials, investment presentations, and advisor education content to drive adoption of alternative investment strategies.
Risk, Compliance & Conduct
- Assess risks thoughtfully when making business decisions, prioritizing Citi’s reputation and client outcomes.
- Ensure adherence to regulatory requirements, Citi policies, and best practices regarding suitability, disclosures, and product governance.
- Apply sound ethical judgment and maintain transparency in identifying, managing, and escalating control-related issues.
Qualifications :
- 5+ years of investment sales or advisory experience, with a focus on Alternative Investments.
- Experience in Wealth Management or Private Banking.
- Knowledge of private markets and alternative investment structures, including private equity, private credit, real estate, infrastructure, and hedge funds.
- Demonstrated interest in leveraging AI and technology-enabled solutions to enhance analytics, workflow efficiency, and advisor/client engagement.
- Strong sense of ownership, initiative, and accountability, with the ability to work independently and manage competing priorities.
- Strong communication and presentation skills; able to convey sophisticated concepts to a broad audience.
- Self-starter with strong analytical abilities, creative problem‑solving skills, and the ability to operate autonomously in a fast‑paced environment.
- Bachelor's/University degree, or equivalent experience
What we can offer you:
We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.
By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:
- Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure
- A discretional annual performance related bonus
- Private medical insurance packages to suit your personal circumstances
- Employee Assistance Program
- Pension Plan
- Paid Parental Leave
- Special discounts for employees, family, and friends
- Access to an array of learning and development resources
Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.
Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.
The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.
Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.
Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:
• Honesty, integrity and reputation
• Financial soundness
• Competence and capability
In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.
This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks.’
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Job Family Group:
Private Client Product Services------------------------------------------------------
Job Family:
Investment Sales Services------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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