Emea Investment Finance Margin Lending Transactor

Vor 5 Tagen


Geneve, Schweiz Citi Vollzeit

Citi Global Wealth is a Division of Citi focused on serving the needs of clients across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. It serves over 500,000 clients through its global footprint in Asia, EMEA, Mexico, and North America.

Citi Global Wealth delivers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By building on the strengths and capabilities across Citi, we intend to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech and high touch capabilities Citi can offer, and ultimately help them achieve their goals.

**Job Background/context**:
The Investment Finance business of the Private Bank offers a diverse product range covering Margin Lending, Commercial Real Estate and Residential Real Estate finance, Aircraft and Art backed finance. The IF Transactor role within the Investment Finance team revolves around structuring and delivery of our core product range and the provision of tailored solutions to empower the CPB's High Net Worth clients to pursue balance sheet leverage, diversification and liquidity. This role is based in the CPB Switzerland office to focus on the growth of the Investment Finance Business, specifically Margin Lending, across the Transactor's designated coverage.

**Key Responsibilities**:

- Marketing and sale of the full Investment Finance Product range, specifically Margin Lending, including client calling and account planning in partnership with Private Bankers
- Understand and anticipate clients' needs, following up with effective products and financial solutions
- Maximize revenue generation and work towards agreed revenue targets whilst achieving at least minimum return targets ensuring responsible lending growth
- Responsible for appropriate Margin Lending transaction structuring and work in partnership with the Underwriting team to efficiently execute transactions with appropriate risk and return characteristics, ensuring appropriate Credit Policy and Risk Acceptance standard compliance
- Define, coordinate and oversee the analytical activities of the deal team
- Define and negotiate the transaction and credit framework (including covenant definition)
- Oversee preparation of credit and capital allocation Memos (as applicable)
- Partner with the Underwriting team on the the Credit Approval write up, for both new deals and annual reviews
- Negotiation, obtaining and closing of credit documentation, ensuring compliance with all Citi and external policies and coordinating with external counsel, Underwriting and Risk Management to ensure successful deal execution, as required
- Responsible for the early problem recognition process and must propose, when deemed appropriate, credit classification and appropriate risk rating on specific transactions/ relationships

**Development Value**:

- Exposure to all areas of the CPB and Citi Global Wealth business across EMEA with the opportunity to develop within these areas.

**Person Specification**

**Skills**:

- Strong sales and origination skill set
- Ability to communicate effectively with co-workers and clients
- Successful team worker with ability to work individually
- Ability to work under stress in possibly volatile market conditions
- Possess high level of professionalism and strong personal integrity
- High level of competence in Bloomberg, Microsoft Word, Excel and PowerPoint
- Strong creative and interpersonal skills coupled with an entrepreneurial spirit
- Possesses a broad base of execution skills, having successfully completed a range of complex transactions

**Knowledge/Experience**:

- Extensive experience of the financial industry
- Extensive investment and banking product knowledge
- Solid knowledge in asset allocation process, trading (equity, FX, fixed income and derivatives) and managed investments.
- Knowledge of Citigroup's investment offering is preferred
- Financial and cash flow modelling
- Price volatility and default modelling
- Counterparty Credit experience

**Qualifications**:

- CFA or equivalent registration preferred
- **Job Family Group**:
Private Client Product Services
- **Job Family**:
IF Margin & Sec Backed Finance
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting


  • Investment Manager

    Vor 3 Tagen


    Geneve, Schweiz Invescap Vollzeit

    Investment manager Geneva, Switzerland Invescap is a Swiss-based investment management company specialized in the design, engineering and distribution of best of class financial solutions in the field of private lending. Established and recognized on the European market as a key market player, Invescap is now further growing its activities on the Swiss...


  • Geneve, Schweiz Remy Cointreau Vollzeit

    As a Financial Controller you will be in charge of financial control and reporting at EMEA level and coordination of FP&A processes - Budgeting and Forecasting: You will manage and monitor the budget followed by HQ’s guidelines and be fully responsible in the preparation of budget package and presentations - P&L and KPI Analysis: In coordination with the...


  • Geneve, Schweiz Citi Vollzeit

    Wealth Credit Management (WCM) at Citi is a newly formed business line to provide integrated end to end credit underwriting, transaction and portfolio management in partnership with all the origination businesses of the Private Bank and Wealth Management of Citi. IF Deal Closing team in Loan Product & Transaction Management is the dedicated team to...

  • Investment Manager

    Vor 7 Tagen


    Geneve, Schweiz PICTET Vollzeit

    **Your team**: - Pictet Asset Management (Pictet AM) manages the assets of some of the world’s largest institutions, financial intermediaries and their clients. Our culture welcomes independent thinkers and centres around investment excellence, a long-term perspective and a dedication to client service.- Pictet is seeking to recruit an Investment Manager...

  • Investment Counsellor

    Vor 2 Tagen


    Geneve, Schweiz EFG International Vollzeit

    The Investment Counsellor Team is responsible for the positioning and delivery of investment solutions to clients and Client Relationship Officers offering appropriate investment solutions to clients as well as enhancing client relationships and profitability. **Main responsibilities** - Responsibilities include but will not be limited to: Working directly...


  • Geneve, Schweiz OPTIMA PARTNERS Vollzeit

    **Investment Solutions Manager** For our client, a human sized Geneva based private bank, we are currently looking for an Investment Solutions Manager reporting to the Head of Advisory. **Your tasks** - Packaging of investment solutions: source investment opportunities, mainly based on in-house invest investment capabilities (cash management, FX, fixed...

  • Investment Manager

    Vor 7 Tagen


    Geneve, Schweiz PICTET Vollzeit

    **Your team**: **Pictet Asset Management** (Pictet AM) manages the assets of some of the world’s largest institutions, financial intermediaries and their clients. Our culture welcomes independent thinkers and centers around investment excellence, a long-term perspective and a dedication to client service. - As an Investment Manager in the Equities...

  • Emea Tax Manager

    Vor 2 Tagen


    Geneve, Schweiz Dupont Vollzeit

    MMF The EMEA Tax Manager manages the Business’ regional tax strategy and provides strategic tax advice to support business decisions and ongoing operations. Responsible for corporate and indirect tax, as well as transfer pricing with 3-4 direct reports. Performs and oversees regional tax compliance. Oversees tax accounting to support quarterly and annual...


  • Geneve, Schweiz PICTET Vollzeit

    **Your team**: - As an ESG Investment Risk Analyst, you will work within the Investment Risk Unit partnering with Investment teams, the Investment Risk team, the ESG team and other internal and external stakeholders, to continue strengthening ESG risk and data management within investment processes.**Your role**: - › Contribute to the improvement and...

  • Vp Finance

    Vor 2 Tagen


    Geneve, Schweiz Bacardi Vollzeit

    **Your Opportunity** As a member of the Global Supply Chain and Global Finance leadership teams, you will be leading supply chain finance organisation with 100 professionals supporting sourcing, manufacturing and logistics teams managing $2B cost base worldwide. You will be responsible for stewarding long term strategy and investment choices, delivering...


  • Geneve, Schweiz Pictet Vollzeit

    Critères de l'offre **L'entreprise**: Pictet Pictet Alternative Advisors is a leading alternative investment specialist with expertise in hedge funds, private equity and global real estate. The Geneva - and London-based team constructs, manages and advises on portfolios of alternative investment solutions for institutional and private clients. You will...

  • Internship Finance

    vor 18 Stunden


    Geneve, Schweiz EFG International Vollzeit

    **EFG Bank **is the Swiss private banking subsidiary of EFG International. It has an international network spanning Europe, Asia Pacific, the Middle East, and Latin America, and manages assets for private clients all over the world. The bank’s services comprise asset management and investment counselling, investment funds, securities brokerage, estate...


  • Geneve, Schweiz LHH Vollzeit

    We are currently looking for a Sales profile to join a banking institution in Geneva, particularly in the Trade Finance department. - Act as the primary point of contact for clients, serving as the FM Sales representative. - Build and nurture strong client relationships, employing a multi-product approach with a specific focus on commodities. - Structure new...

  • Investment Compliance

    Vor 6 Tagen


    Geneve, Schweiz PICTET Vollzeit

    **Your team**: **Pictet Asset Management (Pictet AM)** manages the assets of some of the world’s largest institutions, financial intermediaries and their clients. Our culture welcomes independent thinkers and centres around investment excellence, a long-term perspective and a dedication to client service- As part of Pictet AM Investment Compliance team,...

  • Finance Manager

    vor 1 Woche


    Geneve, Schweiz Aktiia Vollzeit

    **Accounting & Financial Reporting**: - Manage the general accounting functions, including, but not limited to: accounts payable, accounts receivable, general ledger, and taxes - Liaise with relevant parties to collect all required input data for month-end close - Be actively involved in the monthly closings (cut off and closing entries) - Perform key...


  • Geneve, Schweiz ur-capital Vollzeit

    Our client is a private equity fund management company that manages one of the most significant funds dedicated to investments in the infrastructure for clean energy. The fund, worth a couple of billions, comprises leading industrial actors and major international financial investors. Our client’s international teams invest globally in the infrastructure...

  • Finance Manager

    Vor 2 Tagen


    Geneve, Schweiz ISP Europe Vollzeit

    **Description** **ISP Finance Manager Morocco Role Profile** **Purpose of Role** The ISP Finance Manager - Morocco is the main finance point of contact for schools in Morocco, having a special focus on finance & systems integration. This role reports directly into the onboarding Manager - Morocco during the integration of newly acquired schools in...


  • Geneve, Schweiz MSC Cruises Vollzeit

    MSC Cruises is seeking for a Trainee to join the Finance Transformation Department. His\/her main duty is to support the Program Management team in their daily activities mainly related to the global implementation of S\/4 HANA(O2C, P2P, R2C and C2R) and the potential involvement in other parallel initiatives. - Bachelor or Master Student in management,...


  • Geneve, Schweiz Eka Finance Vollzeit

    Eka Finance Geneva, SwitzerlandPosted 24 hours ago Permanent $High - A renowned hedge fund in Switzerland is seeking a FX / Futures Statistical Arbitrage Portfolio Manager / Quant Trader with a live track record. The portfolio Manager should come from a quantitative or trading background with a live track record with a traded strategy with consistent...


  • Geneve, Schweiz Pictet Vollzeit

    Critères de l'offre **L'entreprise**: Pictet Pictet Asset Management (Pictet AM) manages the assets of some of the world's largest institutions, financial intermediaries and their clients. Our culture welcomes independent thinkers and centres around investment excellence, a long-term perspective and a dedication to client service. As part of Pictet AM...