Credit Suisse - Sr Asset Allocation Analyst - Private Banking

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.

We offer:

- Support sales force within Private Bank in the creation of customized asset allocations for UHNW individuals

- Utilize innovative asset allocation modeling system to define portfolio compositions and portfolio profiles for client use

- Individual will work closely with investment strategy and portfolio construction teams to gather and understand client investment profiles and create asset allocation and portfolio proposals.

You offer:

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

- 3+ years either in Research, Portfolio Management or Wealth Management analytics

- Excellent communication skills, both written and verbal

- Good understanding of financial markets and macroeconomics

- Fundamental understanding of asset allocation principles

- Solid excel modeling skills

- Strong quantitative skills, including background/experience in statistics

- Be able to work in a high pace environment

- CFA Level 2 (or higher) is mandatory.