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Single Family Office - Investment & Financing Analyst

ExperiencedNo visa sponsorship
Citi logo

at Citi

Bulge Bracket Investment Banks

Posted 11 days ago

No clicks

**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

Currency: Not specified

City
Geneva
Country
Switzerland

Full Job Description

Single Family Office - Investment & Financing Analyst

Apply (opens in new window)
Save
Job Req Id:
26963683
Location(s):
Geneva, Canton of Geneva, Switzerland
Job Type:
Hybrid
Posted:
May. 13, 2026

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

------------------------------------------------------

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.

------------------------------------------------------

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (opens in new window).

View Citis EEO Policy Statement (opens in new window) and the Know Your Rights (opens in new window) poster.

Apply (opens in new window)
Save

Single Family Office - Investment & Financing Analyst

Compensation

Not specified

City: Geneva

Country: Switzerland

Citi logo
Bulge Bracket Investment Banks

11 days ago

No clicks

at Citi

ExperiencedNo visa sponsorship

**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).

Full Job Description

Single Family Office - Investment & Financing Analyst

Apply (opens in new window)
Save
Job Req Id:
26963683
Location(s):
Geneva, Canton of Geneva, Switzerland
Job Type:
Hybrid
Posted:
May. 13, 2026

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

------------------------------------------------------

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.

------------------------------------------------------

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (opens in new window).

View Citis EEO Policy Statement (opens in new window) and the Know Your Rights (opens in new window) poster.

Apply (opens in new window)
Save