Internship

Wealth Analyst

Full Time

Posted on 8/17/2026

Deadline 8/19/26
Citi

Citi

10,001+ employees

Global financial services including banking, investment

Compensation Overview

$58.7k - $150.6k/yr

No H1B Sponsorship

Beverly Hills, CA, USA

Hybrid

Hybrid work arrangement.

Category
Finance & Banking (1)
Required Skills
Risk Management
Data Analysis

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Requirements
  • Graduating between December 2026 and June 2027.
  • Will not require sponsorship for United States work authorization now or at any time in the future.
  • Preferred GPA of 3.4 or higher.
  • Strong interpersonal and relationship-building skills.
  • High personal integrity, commitment to excellence, and a strong desire to learn.
  • Resiliency to work in a challenging, changing, high-volume, fast-paced environment.
  • Sense of urgency and ability to execute quickly and efficiently.
  • Strong understanding of business ethics.
Responsibilities
  • Gain exposure to different areas within Wealth, including Banking, Investments, Lending, Wealth Planning, Chief Operating Office, and Chief Investment Office.
  • Partner with private bankers, investment professionals, and product specialists to deliver tailored client solutions.
  • Directly contribute to analytics and proposals that enhance client experience.
  • Explore Citi Wealth while building a professional network and contributing to business priorities.
Desired Qualifications
  • Preferred GPA of 3.4 or higher.

Citi provides financial services including consumer banking, credit, investment banking, and wealth management to individuals, corporations, and governments. The company operates by earning interest on loans and collecting fees for managing investments, processing trades, and facilitating cross-border transactions through its digital platforms. Unlike many local banks, Citi maintains a physical and digital presence in over 160 countries, allowing it to serve as a single partner for clients with global financial needs. Its goal is to drive growth and profitability for its clients and shareholders while supporting environmental and social sustainability initiatives.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1812

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Simplify Jobs

Simplify's Take

What believers are saying

  • Citi’s Q2 2026 revenue hit $24.8 billion, its strongest quarter in a decade.
  • Wealth hiring continues: Adam Clark joins in November to deepen ultra-high-net-worth planning.
  • Kard acquisition deepens personalized rewards across 70 million cardmembers and merchant-funded commerce media.

What critics are saying

  • Citi still operates under Fed and OCC consent orders, with regulators controlling the timeline.
  • Citi logged $800 million severance in first-half 2026, signaling continued job cuts through December.
  • Persistent remediation failures keep acquisition limits and executive distraction alive until regulators close 2020 orders.

What makes Citi unique

  • Citi serves 160 countries with integrated services across consumers, institutions, and governments.
  • Citi’s 70 million U.S. cardmembers anchor a payments franchise large enough for Kard.
  • Citi trained 4,000 AI stewards and reports nearly 90% employee AI usage.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Paid Vacation

Paid Sick Leave

Paid Holidays

Company News

Yahoo Finance
Aug 17th, 2026
Citigroup names Adam Clark wealth planning head after JP Morgan departure

Citigroup has appointed Adam Clark as head of wealth planning, according to an internal memo. Clark will join from J.P. Morgan, where he served as global head of Trusts and Estates, overseeing 500 staff across 40 offices worldwide. He replaces Mike Troth, who held the position on an interim basis. Clark is set to begin in November after completing garden leave and will be based in New York. At J.P. Morgan, Clark managed the bank's global trusts and estates operations and worked with ultra-high-net-worth clients on complex financial matters. Previously, he spent seven years at Goldman Sachs in roles including president of the Goldman Sachs Trust Company. Clark will report to Keith Glenfield, Citi Wealth's investment solutions head.

Engineering News
Aug 17th, 2026
Nedbank CIB helps structure Harmony's financing for international growth

Multi-currency, sustainability-linked facilities bring gold miner Harmony's South African and Australian financing needs into a single structure as the mine expands into copper.

Business Insider
Aug 15th, 2026
Wall Street's biggest banks pour billions into AI with mixed results on returns

Wall Street's largest banks are investing billions in AI, though questions persist about returns on these massive expenditures. JPMorgan leads with a nearly $20 billion annual technology budget, claiming its $2 billion AI investment has already matched costs in savings. The bank tracks how its engineers use AI tools and has deployed its proprietary platform to over 200,000 employees. Goldman Sachs spent $6 billion on technology this year, whilst announcing AI-driven efficiency measures that will slow hiring and reduce some roles. Citigroup takes a bottom-up approach with 4,000 employees trained as AI stewards, reporting nearly 90% staff usage of AI tools. Wells Fargo and Bank of America are also deploying AI across operations, from wealth advisory to code development. Morgan Stanley's partnership with OpenAI saved developers over 280,000 hours in the first half of last year. Despite widespread adoption, JPMorgan CEO Jamie Dimon noted banks don't "uniquely benefit from AI" since everyone now uses it.

Yahoo Finance
Aug 13th, 2026
Citi acquires commerce media platform Kard to deliver personalised rewards to 70M cardmembers

Citi's US Consumer Cards business has agreed to acquire Kard Financial, a commerce media and rewards platform that helps banks and fintechs deliver personalised offers through verified transaction data and merchant-funded rewards. The acquisition aims to combine Citi's scale and payments expertise with Kard's machine learning-powered technology and merchant relationships to enhance customer engagement and create new opportunities for brands to reach consumers. Kard operates a platform that connects financial institutions and merchants through a network of leading fintechs, banks and neobanks. The company's founder and chief executive, Ben Mackinnon, said the deal would allow Kard to extend its services to Citi's 70 million cardmembers. Transaction terms were not disclosed. The deal is subject to customary closing conditions.

Yahoo Finance
Aug 13th, 2026
Citi raises Wix price target to $72 as AI platform Base44 margins expected to hit 60%

Citi analyst Jamesmichael Sherman-Lewis maintained a "Neutral" rating on Wix.com but raised his price target to $72, implying nearly 10% upside. The stock is down 34% year-to-date despite reporting $1.96 billion in annual recurring revenue, up 15% year-over-year. Sherman-Lewis expects Wix's AI-enabled Base44 platform to reach approximately 60% gross margin in the second half of 2026, driven by the new Base1 model and cost optimisations. Improved unit economics should allow greater investment flexibility whilst maintaining higher returns. The analyst believes stronger Base44 economics can support renewed growth, making the current price-to-sales multiple of less than 2x attractive. Wall Street consensus remains "Moderate Buy" with a mean price target of $79, suggesting 20% upside from current levels.