Portfolio Solutions Analyst #114181

  • Competitive
  • Singapore Singapore Singapore SG
  • Permanent, Full time
  • Credit Suisse Asia
  • 20 Jun 18 2018-06-20

Portfolio Solutions Analyst #114181

We Offer

  • Assist the Portfolio Solutions specialists to structure mandates to suit clients' needs and review the portfolios.
  • You will deliver customized proposals and review materials for clients, including RFPs for institutional pitches.
  • You will run portfolio analytics including cash flow projections and simulations.
  • You will prepare contractual agreements and investment profiles for new mandate accounts.
  • Drive broad impact activities including the coordination of market and team level meetings for Portfolio Solutions.
  • You will respond to general enquiries from RMs and clients related to the Portfolio Solutions shelf.
  • Conduct training sessions for Assistant Relationship Managers to enable them on formalities and processes related to sales and aftersales of Portfolio Solutions.
  • Participate in various strategic projects to drive the development of the business, particularly in the area of Credit Suisse Invest and the digitization of the advisory process.
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You Offer
  • You have between 1-5 years of experience in a product management role in Private Banking or Asset Management.
  • You have an academic background in Finance/Investments or related discipline.
  • You have sound knowledge of financial markets and investment management.
  • You have excellent presentation skills and strong communication skills.
  • You have strong command of written English and Business Mandarin.
  • You are highly motivated and inventive.
  • You have good working knowledge of Powerpoint, Excel, Access and Bloomberg.