This role supports the advisory mandates business for Credit Suisse where the key offering is CS Invest. We offer - Job responsibilities: - Prepare pre-sales and after-sales collaterals for CS Invest (CSI) clients, which include Investment ideas, switch proposals, market event alerts and model portfolios updates. - Prepare and maintain client pitch documents, training materials, documentations and other internal and external publications related to the Portfolio Solution's offering. - Create product packs for Portfolio Solutions APAC. - Maintain and track model portfolios on various internal platforms and liaise with model providers. - Prepare regular and adhoc management reports. - Preparation of supervisory control reports required as part of bank's internal control process. - Preparation of internal process documents for checkpoints and audit purposes. - First level support for Portfolio Solutions and RMs on remediation activities, internal audit, exceptions, queries, etc. - Communicate with stakeholders in Portfolio Solutions APAC for resolutions of queries and solicit their feedbacks on key deliverables. - Involvement in tracking of sales numbers for campaigns and on request. - Participate in financial report enhancements. - Work on campaigns: including designing storyline, planning, executing and tracking of numbers. - Participate in product development design projects and actively contribute to the outcome, including participating in UAT. You Offer - Qualifications/ competencies - Degree in business or finance; additional qualifications in IT would be a plus - 2-3 years of experience in in multi-asset class portfolios in a client/RM servicing capacity - Good understanding of portfolio management principles - Strong interest in financial markets and advisory mandates - Strong written skills in English, investment report writing experience is a plus - Very strong communication skills a must to achieve consensus among key stakeholders - Excellent IT skills and well-versed with excel macros (VBA) and Microsoft Access - Knowledge of financial systems such as Bloomberg - Structured problem solving approach and ability to develop pragmatic and practical solutions - Proven to be able to resolve challenges independently with good time management skills.

Mumbai

Credit Suisse - Portfolio Advisory/Investment Advisory Role 

Credit Suisse - Portfolio Advisory/Investment Advisory Role  ,Job Description for Credit Suisse - Portfolio Advisory/Investment Advisory Role  in Credit Suisse in  Mumbai for (0-4) years of experience. Apply Now!

Job Description for Credit Suisse - Portfolio Advisory/Investment Advisory Role  in Credit Suisse in  Mumbai for (0-4) years of experience. Apply Now!