Wealth Analyst Intern – Global Wealth Management

Job Description

Wealth – Full Time Analyst | Citi

The Tone:
This is a full-time Analyst program at Citi, located in Dallas, TX. Citi operates as a global organization, and this role is integral to its Wealth division. The company is seeking bright individuals ready to apply their knowledge, with the goal of fostering long-term careers. The Wealth Analyst Program is specifically designed to equip participants with the essential knowledge and training required to become valuable members of the team. Citi emphasizes continuous growth and internal mobility, viewing career progression not as an uncertainty, but as an assured path within the organization.

The TL;DR
• Role: Full-Time Rotational Analyst Program
• Type: Full time
• Location: In-person Dallas, TX
• Pay: $58656–$150640 yearly
• Team: Private Client Coverage within the Development Program, contributing to Citi Global Wealth. This unified platform serves clients across the wealth continuum, including ultra-high-net-worth individuals and family offices through Citi Private Bank, affluent and high-net-worth segments via Citigold® and Citigold Private Client, and wealth management in the workplace through Global Wealth at Work.
• Mission: Support the world’s most influential individuals and their families by navigating wealth complexities, identifying global opportunities, and expertly managing risk through a leading investment solutions platform.
• Tech Stack: Omitted

What You’ll Actually Do
• Program Engagement: Begin a structured two-year Rotational Analyst Program in July, commencing with an in-depth training program to build foundational knowledge and skills in wealth management.
• Strategic Placement: Participate in a placement process that matches individual interests with business needs, leading to assignments within various teams across Citi Wealth’s unified platform.
• Holistic Exposure: Gain hands-on exposure and experience across diverse functional areas within Wealth, specifically including Banking, Investments, Lending, Wealth Planning, the Chief Operating Office, and the Chief Investment Office.
• Client Partnership: Actively partner with private bankers, investment professionals, and a range of product specialists to develop and deliver tailored and robust client solutions that address unique financial needs.
• Analytical Contribution: Directly contribute to the preparation and presentation of analytics and comprehensive proposals aimed at significantly enhancing the overall client experience and service delivery.
• Network Building: Cultivate a strong professional network throughout Citi Wealth while exploring its full range of services and contributing meaningfully to core business priorities and objectives.

The Must-Haves
• Background: Entry-level candidates who are passionate about wealth management and scheduled to graduate between December 2026 and June 2027, bringing classroom knowledge to a global enterprise.
• Experience: Must be eligible to work in the U.S. without requiring sponsorship for work authorization now or at any point in the future.
• Skills: Possess strong interpersonal and relationship-building capabilities, exhibit a high level of personal integrity, demonstrate a commitment to excellence, show a strong desire to learn, display resiliency to thrive in a challenging and high-volume, fast-paced environment, maintain a strong sense of urgency, and consistently uphold business ethics.
• Bonus: A preferred cumulative Grade Point Average (GPA) of 3.4 or higher.