Vincent Xie
Private Bank Analyst at Citi
- Role
- Private Bank Analyst at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Vincent Xie
Contact: v••••••••@gmail.comAs a Wealth Management Analyst at Citi, I apply my investment expertise and financial analysis skills to deliver data-driven insights that support informed investment decisions. I work closely with a team of professionals to conduct market research, investment due diligence, portfolio analysis, and asset allocation across traditional and alternative investments. Collaborating with senior portfolio managers, I help develop tailored investment strategies that align with market outlooks and client objectives.Through my career, I have developed strong skills in financial modeling, valuation, due diligence, and risk assessment while working with clients across various industries and sectors. I am passionate about developing new skills and methodologies to enhance my performance and deliver value to clients and stakeholders.
Experience
Private Bank Analyst
Aug 2023 — Present
Multi-Asset Class Portfolio Management at Citi Investment Management (CIM)• Discretionary Alternative Solutions Portfolio Management at CIM
Education
New York University
Bachelor of Science - BS
2019 — 2023
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.