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13/01 Lavneeta Tandon
Sr Recruiter at Credit Suisse

Views:4150 Applications:225 Rec. Actions:Recruiter Actions:13

Credit Suisse - Sr Asset Allocation Analyst - Private Banking (2-10 yrs)

Mumbai Job Code: 187246

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.

We offer:

- Support sales force within Private Bank in the creation of customized asset allocations for UHNW individuals

- Utilize innovative asset allocation modeling system to define portfolio compositions and portfolio profiles for client use

- Individual will work closely with investment strategy and portfolio construction teams to gather and understand client investment profiles and create asset allocation and portfolio proposals.

You offer:

- Good quantitative, qualitative, and organizational skills. Ability to multitask while remaining focused in fast paced team environment. Excellent written and verbal communication skills.

- 3+ years either in Research, Portfolio Management or Wealth Management analytics

- Excellent communication skills, both written and verbal

- Good understanding of financial markets and macroeconomics

- Fundamental understanding of asset allocation principles

- Solid excel modeling skills

- Strong quantitative skills, including background/experience in statistics

- Be able to work in a high pace environment

- CFA Level 2 (or higher) is mandatory.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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