Investment Lead Analyst, Citi

Citi

Location:
Switzerland, Geneva

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

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.

Job Responsibility:

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

Requirements:

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

Additional Information:

Job Posted:
October 23, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Investment Lead Analyst