Evaluated investment opportunities and present detailed information to investorsAdvise potential and current investors on fund return targets and investment strategyMaintained and expanded relationships with current investor baseProspected clients and follow up on warm leadsCoordinated client and prospective investor requests with appropriate team membersFacilitated due diligence questionnaire process through various departments, and ensured timely turnaround and accurate work productMaintained the Investor Relations CRM database

- Supported the senior members of the investment team in their delivery of investment solutions to clients.- Monitored and provided guidance on the markets to internal and external clients, incorporating the views of The Private Bank’s Investment CommitteePrepared investment policy statements for prospective clientsAnalyzed economic trends/activities and advise the effects on the investors’ portfoliosRecommend changes to the investors’ holdings after evaluating the economic, financial and market factors and the potential impact on the investors’ portfoliosDeveloped relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base- Engaged clients on investment themes and solutions, and assist in the execute of the investment solutions and trades, in support of senior investment team members- Attended internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank