Senior Relationship Manager - Industrials
By Citi At , Houston $150,000 - $225,000 a year
Work closely with cash management implementation team, Cash Sales Managers, Underwriting, Risk teams, Markets experts, and RM Associates daily.
Client-level planning, budget, and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet.
Maximize client experience by proactively sharing markets updates, trends, and intelligence.
Monitor and support products’ implementation processes. Manage customers and transactions in the CRM platform.
Ensure compliance with regulatory requirements and Citi's policies and guidelines at all times.
Meaningful experience in structuring and approving credit solutions across different risk profiles. Experience with offshore credit is preferred but not required.
Equity Analyst Jobs
By Fit Lending At Colorado, United States

We are seeking a highly competent equity analyst to provide our organization with financial guidance on equity investment opportunities. You will be responsible for gathering and assessing data for ...

Are you looking for an opportunity to use your financial analysis skills to help shape the future of the industrial sector? We are seeking an Equity Analyst to join our team and provide valuable insights into the performance of industrial companies. You will be responsible for researching and analyzing financial data, developing financial models, and providing recommendations to senior management. If you are a motivated self-starter with a passion for the industrial sector, this could be the perfect role for you!

Overview:

An Equity Analyst – Industrials is responsible for researching and analyzing the financial performance of industrial companies. They provide investment recommendations to institutional investors, hedge funds, and other clients. They must be able to identify trends and opportunities in the industrial sector and make sound investment decisions.

Detailed Job Description:

An Equity Analyst – Industrials is responsible for researching and analyzing the financial performance of industrial companies. They must be able to identify trends and opportunities in the industrial sector and make sound investment decisions. They must be able to interpret financial statements and other financial data, and use this information to make informed investment decisions. They must also be able to monitor the performance of their investments and make adjustments as needed. They must be able to communicate their investment recommendations to clients in a clear and concise manner.

What is Equity Analyst – Industrials Job Skills Required?

• Strong analytical and research skills
• Excellent communication and interpersonal skills
• Ability to interpret financial statements and other financial data
• Knowledge of the industrial sector
• Ability to make sound investment decisions
• Ability to monitor investments and make adjustments as needed
• Ability to work independently and as part of a team

What is Equity Analyst – Industrials Job Qualifications?

• Bachelor’s degree in finance, economics, or a related field
• Master’s degree in finance, economics, or a related field preferred
• Professional certification such as the Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM) preferred
• Minimum of 3 years of experience in equity analysis

What is Equity Analyst – Industrials Job Knowledge?

• Knowledge of financial markets and instruments
• Knowledge of financial analysis techniques
• Knowledge of the industrial sector
• Knowledge of investment strategies
• Knowledge of financial regulations

What is Equity Analyst – Industrials Job Experience?

• Experience in equity analysis
• Experience in financial analysis
• Experience in the industrial sector
• Experience in investment management

What is Equity Analyst – Industrials Job Responsibilities?

• Research and analyze the financial performance of industrial companies
• Identify trends and opportunities in the industrial sector
• Make sound investment decisions
• Monitor investments and make adjustments as needed
• Communicate investment recommendations to clients
• Prepare reports and presentations for clients