Citi Global Wealth Summer Analyst Review

Broadly, I was a private bank summer analyst, so assisting Citi Private Bank professionals advise and execute transactions and trades for UHNW individuals. More specifically, I was based on an Alternatives Investments team, working on third-party mutual funds, so my day-to-day tasks involved communicating with fund houses and colleagues from across EMEA & APAC to assist with the onboarding and maintenance of funds. I also shadowed professionals from across the private bank, including portfolio managers, securities traders, investment counsellors and private bankers.

Yes, I was given a decent amount of responsibility, independently emailing contacts at the world's biggest asset managers, such as BlackRock & Amundi to gather and convey important information, or assist with client transactions - for example if they were buying into a mutual fund. I was also trusted to work very independently on my own projects for the team, giving frequent updates on their status to my colleagues.

I have developed my data analysis, Microsoft Excel & PowerPoint, communication, time management and organisational skills, as well as my presentation skills.

I received plenty of support & guidance - mainly from my manager, who is very helpful and easy to talk to.

I can only speak highly of the company culture in Citi Private Bank, with everyone being very welcome and open to speaking to the interns. People were keen to get us involved with things, and the flat hierarchal structure supports learning by allowing us to speak to seniors from across the bank - who were very willing to spend time with us whether as a group or individually.

I have really enjoyed my internship, with thankfully still two weeks to go! I definitely hope to return full-time next summer.

Yes