Investment Analyst
vor 24 Stunden
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 that provide the same level of subject matter expertise. Developed communicationand 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 thebusiness. 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 needsRespond to banker team leads for sales opportunities - first interviewing banker team - then speaking to the clientDelve into needs with clients - analyze their alternative investment needs, craft solutions and present recommendations in written proposalsEnsure that solution is implemented, remain in contact with client - look for add on businessQualifications:6-10 years of experienceExcellent sales skills - ability to demonstrate online systems to clients and prospectsKnowledge of Investments including Hedge Funds, Private Equity and Real Estate. Attention to detail and good follow-up skillsExcellent written, listening and verbal communication skillsThe ability to effectively deal with people at all levels - internal as well as clients, excellent interpersonal skillsEducation:Bachelor's/University degree, Master's degree preferredJob Family Group: Private Client Product ServicesJob Family:Investment AnalyticsTime Type:Full timeMost 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.
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Investment Operations Analyst
vor 1 Woche
Geneva, Schweiz JPMorgan Chase & Co. VollzeitAre you ready to make a direct impact at the heart of the investment lifecycle? As an Investment Operations Analyst at . 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 to grow...
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Investment Operations Analyst
vor 2 Wochen
Geneva, Schweiz JPMorgan Chase & Co. VollzeitAre you ready to make a direct impact at the heart of the investment lifecycle? As an Investment Operations Analyst at . 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 to grow...
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Investment Operations Analyst
vor 24 Stunden
Geneva, Schweiz JPMorgan Chase VollzeitAre 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 to grow...
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Reporting / Junior Investment Analyst
vor 2 Wochen
Geneva, Schweiz Michael Page Switzerland VollzeitOur client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities.Reporting / Junior...
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Reporting / Junior Investment Analyst
vor 3 Wochen
Geneva, Schweiz Michael Page Switzerland VollzeitOur client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities.Reporting / Junior...
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Reporting / Junior Investment Analyst
vor 3 Wochen
Geneva, Schweiz Michael Page Switzerland VollzeitOur client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities.Reporting / Junior...
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Investment Operations Analyst
vor 2 Wochen
Geneva, GE, Schweiz JPMorganChase VollzeitJOB 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...
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Credit Analyst
vor 1 Woche
Geneva, Schweiz Pictet VollzeitYour team Pictet 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...
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Credit Analyst
Vor 4 Tagen
Geneva, Schweiz Banque Pictet & Cie SA VollzeitYour team Pictet 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...
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Credit Analyst
vor 1 Woche
Geneva, Schweiz Pictet VollzeitYour team Pictet 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...
