This file contains a description of a current Citi employee and description of the employee experience through a set of questions and answers. The transition from school to the “real world” was not as hard as I imagined. The hardest part was adjusting to waking up so early and then managing to stay awake throughout the workday! I would suggest trying to get on an appropriate wake-up schedule a few weeks prior to your first day. The great part about being in the Citi Private Bank Analyst Program is that during the initial six-week training, you are surrounded by your peers. Make the most of it by developing relationships with them and building your network. You will find that they will become valuable resources to call upon regardless of your role at the Private Bank.

]]> The people I work with are incredibly intelligent, hardworking and also caring individuals. It is also evident that the senior people I work with are committed to helping me develop my career.

]]> My role involves working with many different groups within the Firm. Within the Private Bank I have regular contact with Bankers, Investment Strategists, Analysts, and Relationship Officers. I also work with the technology team on the rollout of our new client-reporting tool, the Investment Management Performance Review. Outside of the Private Bank I work closely with individuals at Citi Alternative Investments (CAI) and the Global Wealth Management (GWM) investments team.

]]> I have found that my proficiency in the Microsoft Office Suite of programs, especially Excel, to be the most useful in my position. Also, attention to detail and time management are both extremely important in my role.

]]> I envision that the U.S. Private Bank will continue to build out its investment platform. I believe the revenue split of 85% banking & lending, 15% investments will be reversed and our CEO, John Longley, has voiced his commitment in doing so.

]]> Prior to my full-time employment at the Citi Private Bank, I completed numerous internships throughout Citi. I interned at Smith Barney branch offices located in Long Island and Providence, RI. I also spent a summer working at Smith Barney Managed Account Operations and spent two summers with the Citi Private Bank, LatAm Investment Solutions. My various experiences with Citi gave me wonderful insight into the vast number of different employment opportunities that exist within Citi. Unsure as to the exact career path I wanted to take, I knew that Citi would be an excellent place to begin my career due to the large number of opportunities within the Firm and the company’s emphasis on “career mobility.” Specifically, I decided to join the Private Bank’s analyst program because of senior management’s commitment to the program and the program’s focus on cultivating talent/career development.

]]> I enjoy spending my free time traveling, ice-skating and working on my photography.

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Name: Kristen Stein

Title: Analyst

Education: Bachelor of Science in Business Administration, Bryant University

Program: Citi Private Bank

Level: analyst

Region: North America

What advice would you offer prospective candidates on transitioning from school to the workplace?: The transition from school to the “real world” was not as hard as I imagined. The hardest part was adjusting to waking up so early and then managing to stay awake throughout the workday! I would suggest trying to get on an appropriate wake-up schedule a few weeks prior to your first day. The great part about being in the Citi Private Bank Analyst Program is that during the initial six-week training, you are surrounded by your peers. Make the most of it by developing relationships with them and building your network. You will find that they will become valuable resources to call upon regardless of your role at the Private Bank.
How would you describe your team and the people you work with?: The people I work with are incredibly intelligent, hardworking and also caring individuals. It is also evident that the senior people I work with are committed to helping me develop my career.
What other groups do you liaise with regularly within the Firm?: My role involves working with many different groups within the Firm. Within the Private Bank I have regular contact with Bankers, Investment Strategists, Analysts, and Relationship Officers. I also work with the technology team on the rollout of our new client-reporting tool, the Investment Management Performance Review. Outside of the Private Bank I work closely with individuals at Citi Alternative Investments (CAI) and the Global Wealth Management (GWM) investments team.
What skills have you found to be the most useful in your position?: I have found that my proficiency in the Microsoft Office Suite of programs, especially Excel, to be the most useful in my position. Also, attention to detail and time management are both extremely important in my role.
How do you see the your business group/the Firm/the industry changing in the future?: I envision that the U.S. Private Bank will continue to build out its investment platform. I believe the revenue split of 85% banking & lending, 15% investments will be reversed and our CEO, John Longley, has voiced his commitment in doing so.
How did your summer internship help you make the decision to pursue a career at Citi?: Prior to my full-time employment at the Citi Private Bank, I completed numerous internships throughout Citi. I interned at Smith Barney branch offices located in Long Island and Providence, RI. I also spent a summer working at Smith Barney Managed Account Operations and spent two summers with the Citi Private Bank, LatAm Investment Solutions. My various experiences with Citi gave me wonderful insight into the vast number of different employment opportunities that exist within Citi. Unsure as to the exact career path I wanted to take, I knew that Citi would be an excellent place to begin my career due to the large number of opportunities within the Firm and the company’s emphasis on “career mobility.” Specifically, I decided to join the Private Bank’s analyst program because of senior management’s commitment to the program and the program’s focus on cultivating talent/career development.
What do you enjoy doing outside work?: I enjoy spending my free time traveling, ice-skating and working on my photography.

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