Investment Strategy

About

Rare opportunity to join a Team deeply entrenched with a UHNW client and his investment holding company, addressing its investments, financing, FP&A, corporate strategy and treasury needs.

Responsibilities

• Coordination, negotiations, structuring & execution of complex financing and investments on behalf of the client’s investment holding and Private Office
• Modelling, preparation & review of analysis for CIO and CFO on potential investments (private and public), financing strategy, hedging and risk management
• In charge of ongoing monitoring of existing investments performance & preparation of quarterly earnings report and analysis for the Investment Committee
• Support the Team and CFO on budgeting, financial strategy and business lines reporting
• Preparation of daily & weekly reports for the client relating to their portfolio of investments and debt facilities

Development Value

The role provides a unique buyside opportunity to work with a sophisticated UHNW client and its investment holding on exciting mandates. It will allow the successful candidate to progressively develop her/his knowledge & understanding of Corporate Finance, Investments, Portfolio Reporting and Cash Management.

Knowledge/Experience/Competencies

• Experience working in a client facing role within investment banking, private equity, Big4 or equivalent
• Ability to deliver flawless, high-quality work, underpinned by exceptional rigor and attention to detail
• Strong technical competency in Excel and PowerPoint with proven experience in clients pitchbooks & financial modelling (business plans & valuation)
• Ability to strategically prioritize, manage complex workloads, and excel in fast-paced settings
• Is aware of, and effectively manages, risk and compliance related situations in his/her area
• Curious, numerate, analytical mind, with strong problem-solving skills
• Team player with excellent interpersonal skills, ability to self-reflect, accept constructive criticism, and build effective working relationships across hierarchal levels and functions
• Master’s degree preferred
• Arabic speaker is a plus but not a must

Job Family Group

Private Client Product Services

Job Family

Investment Strategy

Time Type

Full time

Equal Opportunity Statement

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.

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