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Single Family Office - Investment & Financing Analyst(m/w/x)
Structuring and executing investment and financing deals for a single family office. Client-facing investment banking or private equity experience required. Consideration for protected characteristics, reasonable accommodation for disabilities.
Requirements
- Client facing role experience in investment banking, private equity, Big4 or equivalent
- Flawless, high-quality work delivery with exceptional rigor and attention to detail
- Strong technical competency in Excel and PowerPoint with proven experience in clients pitchbooks & financial modelling (business plans & valuation)
- Strategic prioritization, complex workload management, and excelling in fast-paced settings
- Awareness and effective management of risk and compliance situations
- Curious, numerate, analytical mind with strong problem-solving skills
- Team player with excellent interpersonal skills, self-reflection, constructive criticism acceptance, and effective relationship building across hierarchies and functions
- Master’s degree preferred
- Arabic speaker is a plus but not a must
Tasks
- Coordinate and negotiate complex financings and investments
- Structure and execute investment and financing deals
- Model and prepare investment analysis for CIO and CFO
- Review private and public investment opportunities
- Analyze financing strategies and risk management
- Monitor existing investment performance
- Prepare quarterly earnings reports for the Investment Committee
- Support budgeting and financial strategy
- Report on business lines
- Prepare daily and weekly investment and debt reports
Work Experience
- approx. 1 - 4 years
Education
- Master's degree
Languages
- Arabic – Basic
Tools & Technologies
- Excel
- PowerPoint
Benefits
Other Benefits
- Equal opportunity employer
- Consideration without regard to protected characteristics
- Reasonable accommodation for persons with disabilities
- EEO Policy Statement
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Single Family Office - Investment & Financing Analyst(m/w/x)
Structuring and executing investment and financing deals for a single family office. Client-facing investment banking or private equity experience required. Consideration for protected characteristics, reasonable accommodation for disabilities.
Requirements
- Client facing role experience in investment banking, private equity, Big4 or equivalent
- Flawless, high-quality work delivery with exceptional rigor and attention to detail
- Strong technical competency in Excel and PowerPoint with proven experience in clients pitchbooks & financial modelling (business plans & valuation)
- Strategic prioritization, complex workload management, and excelling in fast-paced settings
- Awareness and effective management of risk and compliance situations
- Curious, numerate, analytical mind with strong problem-solving skills
- Team player with excellent interpersonal skills, self-reflection, constructive criticism acceptance, and effective relationship building across hierarchies and functions
- Master’s degree preferred
- Arabic speaker is a plus but not a must
Tasks
- Coordinate and negotiate complex financings and investments
- Structure and execute investment and financing deals
- Model and prepare investment analysis for CIO and CFO
- Review private and public investment opportunities
- Analyze financing strategies and risk management
- Monitor existing investment performance
- Prepare quarterly earnings reports for the Investment Committee
- Support budgeting and financial strategy
- Report on business lines
- Prepare daily and weekly investment and debt reports
Work Experience
- approx. 1 - 4 years
Education
- Master's degree
Languages
- Arabic – Basic
Tools & Technologies
- Excel
- PowerPoint
Benefits
Other Benefits
- Equal opportunity employer
- Consideration without regard to protected characteristics
- Reasonable accommodation for persons with disabilities
- EEO Policy Statement
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
01288 Citibank (Switzerland) AG
Industry
FinancialServices
Description
Citi Private Bank is a trusted advisor to the world’s wealthiest individuals and families, offering tailored private and investment banking services.
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