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Single Family Office – Investment & Financing Analyst

Citi · Genève

Nouveau
🇬🇧 English
Excel PowerPoint Financial modelling Valuation

Description du poste

About the role

This position offers a rare chance to work directly with a ultra‑high‑net‑worth client and his investment holding company. You will support the team on financing, investment, FP&A, corporate strategy and treasury activities across both private and public markets.

Key responsibilities

  • Coordinate, negotiate, structure and execute complex financing and investment transactions for the client’s holding and private office.
  • Model, prepare and review analyses for the CIO and CFO on potential investments, financing strategies, hedging and risk management.
  • Monitor existing investment performance and produce quarterly earnings reports and analyses for the Investment Committee.
  • Assist the CFO with budgeting, financial strategy and reporting for various business lines.
  • Prepare daily and weekly portfolio and debt‑facility reports for the client.

Required profile

  • Experience in a client‑facing role within investment banking, private equity, a Big‑4 firm or equivalent.
  • Proven ability to deliver high‑quality work with rigorous attention to detail.
  • Strong technical competency in Excel and PowerPoint, with experience creating pitchbooks and financial models (business plans and valuations).
  • Effective prioritisation, workload management and performance in fast‑paced environments.
  • Awareness of risk and compliance considerations.
  • Curious, analytical mindset with strong problem‑solving skills.
  • Team player with excellent interpersonal abilities and willingness to receive feedback.
  • Master’s degree preferred; Arabic language skills are a plus but not required.

Required skills

  • Excel
  • PowerPoint
  • Financial modelling
  • Valuation
  • Pitchbook development

What we offer

  • Unique buyside exposure to sophisticated UHNW investment mandates.
  • Opportunity to deepen expertise in corporate finance, investments, portfolio reporting and cash management.

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