
at Citi
Bulge Bracket Investment BanksPosted 11 days ago
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**Single Family Office - Investment & Financing Analyst**: Support UHNW client's investment portfolio, financing strategies, and risk management. Key responsibilities include executing complex financings, preparing analyses for C-Suite, monitoring investments, and assisting in budgeting and reporting. Must-have Excel, PowerPoint skills, and prior client-facing experience in investment banking, private equity, or Big4. Master's degree preferred. Primary languages: English and Arabic (nice to have).
- Compensation
- Not specified
- City
- Geneva
- Country
- Switzerland
Currency: Not specified
Full Job Description
Single Family Office - Investment & Financing Analyst
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, youll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
Rare opportunity to join a Team deeply entrenched with a UHNW client and his investment holding company, addressing its investments, financing, FP&A, corporate strategy and treasury needs.
The selected candidate will assist the Team on all work streams including - but not limited to:
Coordination, negotiations, structuring & execution of complex financing and investments on behalf of the clients investment holding and Private Office
Modelling, preparation & review of analysis for CIO and CFO on potential investments (private and public), financing strategy, hedging and risk management
In charge of ongoing monitoring of existing investments performance & preparation of quarterly earnings report and analysis for the Investment Committee
Support the Team and CFO on budgeting, financial strategy and business lines reporting
Preparation of daily & weekly reports for the client relating to their portfolio of investments and debt facilities
Development Value:
The role provides a unique buyside opportunity to work with a sophisticated UHNW client and its investment holding on exciting mandates. It will allow the successful candidate to progressively develop her/his knowledge & understanding of Corporate Finance, Investments, Portfolio Reporting and Cash Management.
Knowledge/Experience/Competencies:
Experience working in a client facing role within investment banking, private equity, Big4 or equivalent
Ability to deliver flawless, high-quality work, underpinned by exceptional rigor and attention to detail
Strong technical competency in Excel and PowerPoint with proven experience in clients pitchbooks & financial modelling (business plans & valuation)
Ability to strategically prioritize, manage complex workloads, and excel in fast-paced settings
Is aware of, and effectively manages, risk and compliance related situations in his/her area
Curious, numerate, analytical mind, with strong problem-solving skills
Team player with excellent interpersonal skills, ability to self-reflect, accept constructive criticism, and build effective working relationships across hierarchal levels and functions
Masters degree preferred
Arabic speaker is a plus but not a must
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Job Family Group:
Private Client Product Services------------------------------------------------------
Job Family:
Investment Strategy------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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