We Offer :  - Assist in the support of the service offering within PB North America for Relationship Managers to create custom asset allocations, proposals, and wealth projections for their clients.   - Support internal sales force within Private Banking Americas in the definition and reconciliation of customized asset allocations   - Utilize innovative asset allocation modeling system to define portfolio compositions and portfolio profiles  - Individual will work closely with internal investment strategy and portfolio construction teams to gather and understand investment profiles to support asset allocation and portfolio proposals.  You Offer :  - Bachelor’s/Master's degree in Business or Finance required. Advanced CFA preferred.  - 3-5 years professional experience in Wealth Management Analytics.   Business Competencies:  - 3-5 years of experience with Wealth Management analytics  - Good understanding of financial markets and macroeconomics  - Fundamental understanding of asset allocation principles  - Solid excel skills  - Strong quantitative skills, including background/experience in statistics  - Be able to work in a high pace environment

Mumbai

Credit Suisse - Asset Allocation - Private Banking/Wealth Management Analytics  

Credit Suisse - Asset Allocation - Private Banking/Wealth Management Analytics   ,Job Description for Credit Suisse - Asset Allocation - Private Banking/Wealth Management Analytics   in Credit Suisse in  Mumbai for (3-5) years of experience. Apply Now!

Job Description for Credit Suisse - Asset Allocation - Private Banking/Wealth Management Analytics   in Credit Suisse in  Mumbai for (3-5) years of experience. Apply Now!