Credit Suisse - Analyst - Portfolio Analysis/Wealth Management Analytics

GENERAL SUMMARY

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Support internal sales force within Private Banking Americas in the creation of multi-asset class portfolios and supporting analysis and commentary

2. Individual will work closely with internal portfolio construction team to gather and understand investment profiles to support portfolio proposals

3. Support management and marketing of Strategic Asset Allocation model portfolios

4. Maintain product database, run analysis, and assist with various tasks related to portfolio construction as requested

OTHER DUTIES AND RESPONSIBILITIES

May perform other support duties and responsibilities that management may deem necessary from time to time.

QUALIFICATIONS

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

EDUCATION and/or EXPERIENCE

Bachelor's degree in Business or Finance required.

3-5 years professional experience in Wealth Management Analytics.

BUSINESS COMPETENCIES

1. Candidate should have 3-5 years of experience with Wealth Management analytics

2. Good understanding of financial markets and macroeconomics

3. Fundamental understanding of asset allocation principles

4. Solid excel skills

5. Strong quantitative skills, including background/experience in statistics

6. Be able to work in a high pace environment