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

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