Credit Suisse - Asset Allocation - Wealth Management Analytics - CFA/FRM

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

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.

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

Candidate should have 1-5 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

CFA & FRM Preffered