Investment Lead Analyst

Vor 6 Tagen

Genf, Genf, Schweiz Citi Vollzeit

The Investment Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by

considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial

awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication

and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external

customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the

business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

  • Partner with Private Bankers and Investment Counselors.
  • Liaise with Citi Private Bank Investments Teams as well as directly with our clients.
  • Coordinate negotiations with our client's in-house attorney and our Citi Private Bank attorney regarding client agreements.
  • Participate in relationship review meetings with bankers and clients to explore investment management needs
  • Respond to banker team leads for sales opportunities - first interviewing banker team - then speaking to the client
  • Delve into needs with clients - analyze their alternative investment needs, craft solutions and present recommendations in written proposals
  • Ensure that solution is implemented, remain in contact with client - look for add on business

Qualifications:

  • 6-10 years of experience
  • Excellent sales skills - ability to demonstrate online systems to clients and prospects
  • Knowledge of Investments including Hedge Funds, Private Equity and Real Estate. Attention to detail and good follow-up skills
  • Excellent written, listening and verbal communication skills
  • The ability to effectively deal with people at all levels - internal as well as clients, excellent interpersonal skills

Education:

  • Bachelor's/University degree, Master's degree preferred

Job Family Group:

Private Client Coverage

Job Family:

Executive Financial Services

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.

View Citi's EEO Policy Statement and the Know Your Rights poster.

  • Junior Investment Risk Data Analyst

    Vor 6 Tagen

    Genf, Genf, Schweiz Lombard Odier Investment Managers Vollzeit $ 60'000 - $ 120'000 pro Jahr

    A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...

  • Investment Analyst

    vor 2 Wochen

    Genf, Genf, Schweiz Citi Vollzeit CHF 100'000 - CHF 130'000 pro Jahr

    The Investment Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the...

  • Investment Analyst

    vor 7 Stunden

    Genf, Genf, Schweiz Citi Vollzeit

    The Investment  Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy byconsidering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness.There are typically multiple people within the business...

  • Investment Analyst

    vor 8 Stunden

    Genf, Genf, Schweiz Citi Vollzeit

    Discover your future at CitiWorking 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, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewThe Investment Analyst is a strategic professional who stays...

  • Investment Analyst

    vor 1 Woche

    Genf, Genf, Schweiz Garda Capital Partners Vollzeit CHF 90'000 - CHF 120'000 pro Jahr

    Garda Capital Partners (Garda) is a multi-billion dollar alternative investment firm with over 21 years of experience deploying relative value strategies across fixed income markets for institutional investors. Garda's primary offices are located in Wayzata, New York City, West Palm Beach, Geneva, Zug, Copenhagen, Singapore, and Scottsdale. Garda is looking...

  • Investment Operations Analyst

    vor 8 Stunden

    Genf, Genf, Schweiz JPMorganChase Vollzeit

    DescriptionAre you ready to make a direct impact at the heart of the investment lifecycle? As an Investment Operations Analyst at J.P. Morgan Chase, you will play a pivotal role in supporting the end-to-end transaction process and driving new initiatives. Join our inclusive and innovative team, where your ideas and expertise are valued, and you are empowered...

  • Equity Analyst

    Vor 6 Tagen

    Genf, Genf, Schweiz Lotus Partners Vollzeit CHF 80'000 - CHF 116'250 pro Jahr

    Description de posteFor one of our clients, a Family Office based in Geneva, we are looking for an:EQUITY ANALYST - ASSISTANT PORTFOLIO MANAGERJob descriptionEquity InvestmentsGenerate investment ideas and actionable recommendations through stock screening, discussions with sell-side analysts or investment specialists, and in-depth fundamental...

  • Equity Analyst

    Vor 6 Tagen

    Genf, Genf, Schweiz Lotus Partners Vollzeit CHF 80'000 - CHF 160'000 pro Jahr

    For one of our clients, a Family Office based in Geneva, we are looking for an:EQUITY ANALYST - ASSISTANT PORTFOLIO MANAGERJob descriptionEquity InvestmentsGenerate investment ideas and actionable recommendations through stock screening, discussions with sell-side analysts or investment specialists, and in-depth fundamental research.Produce comprehensive...

  • Credit Analyst

    vor 2 Wochen

    Genf, Genf, Schweiz Pictet Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

    Your teamPictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive range of services for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.You will work as a credit...

  • Intern Junior Portfolio Analyst

    vor 2 Wochen

    Genf, Genf, Schweiz DAPM SA Vollzeit CHF 40'000 - CHF 60'000 pro Jahr

    Title: Intern Junior Portfolio Analyst - Accountant (Operations & Client Management Team) - 6 months contractStart date:February 2026 (flexible start date)Field: Reporting & Consolidation Finance, Wealth Management SupervisionLocation: DAPM HQ, Geneva, SwitzerlandDAPM is an independent fintech company and an established leader in wealth consolidation and...