Global Markets, Equity Research-Sector Specialist

Employer
Credit Suisse -
Location
New York, USA
Salary
Competitive
Posted
Apr 26, 2019
Closes
May 14, 2019
Ref
5811629
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
We Offer
The Credit Suisse Group is a leading global investment banking and financial service firm. Credit Suisse Global Markets fully integrates our Equities and Fixed Income franchises into one division to deliver a consistent, creative and high-value client experience. Our global teams provide depth, breadth and experience to help clients access leading ideas, products and solutions. Our services include global securities sales, trading and execution, prime brokerage, underwriting and comprehensive investment research

HOLT is a value-based, return on capital framework proprietary to Credit Suisse that provides differentiated investment research. HOLT provides an objective view of over 18,000 companies in 65 countries worldwide using a rigorous methodology that examines accounting information, converts it to cash and then values that cash. The corporate performance framework is the foundation for the HOLT valuation model - an objective, long-term valuation discounted cash flow model. Embedded in the valuation model is a company specific life-cycle framework, which forecasts baseline long-term patterns of change in economic returns and growth, using empirical research on how thousands of companies with similar characteristics have performed in the past.
Credit Suisse HOLT is looking for exceptional individual to join their Investment Strategy Team in New York. The team uses the data from the HOLT framework for quantitative applications and portfolio analytics.
Location: New York
Responsibilities:
  • Leverage data from the HOLT framework to conduct client portfolio reviews that analyze the fundamental profile of a client's portfolio relative to a benchmark, helping clients understand the benefits and risks of various portfolio profiles and also discussing individual holdings through the HOLT framework.
  • Leverage data from the HOLT framework to produce research reports focused on market themes, quantitative strategies, sector and geographic allocation, portfolio positioning, and the benefits of HOLT data.
  • Assist in constructing, improving, and maintaining the HOLT factor library of fundamental factor signals for use in client-facing tools, data products, and custom client strategies.
  • Assist in the construction of custom portfolios / strategies for clients based on desired factor exposures, themes, or portfolio optimization techniques.
  • Conduct analysis using the HOLT framework to generate industry and company specific insights for clients. This entails building a sound knowledge of both the HOLT framework and the economics of various sectors.
  • Understand market signals and how they apply to the fundamental and quantitative investment process.
  • Build and maintain a client network through client meetings, conferences, and bespoke projects to drive client impact.
  • Collaborate with a wide range of teams within Credit Suisse (Equity Research, Prime Services, Derivatives, Cash Sales, etc.) to build incremental business


You Offer
We are looking for an individual with real passion for the market and interest in learning and applying our advanced equity valuation framework.
You must be able to demonstrate an interest in the stock market, quantitative investing, portfolio construction, and individual company analysis.
  • You hold a BS degree in Accounting, Finance, Economics, Engineering, Mathematics, or other technical field. MBA or PhD a plus.
  • You have a deep understanding of accounting and finance. CFA, CFA or CRM (or progress toward) are considered a plus.
  • You should have 2 -10 years relevant industry experience on the buy side, sell side, or FinTech.
  • You demonstrate strong quantitative and analytical skills - experience with quantitative investing and portfolio construction a plus.
  • You have strong communication skills, both written and verbal(individual interaction as well as presentations to large groups).
  • You have experience with FactSet, Bloomberg, Axioma (or other Risk Model), or S&P Clarifi a plus.
  • You have experience with R and other statistical or data analysis or visualization tools/languages a plus.
  • Having experience with analyzing large data sets is a plus.

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