Portfolio Support Specialist

Credit Suisse -
Mumbai, India
Jul 19, 2019
Jul 23, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
We Offer
  • You will be tracking performance and maintaining model portfolio liaising with Model providers and performing attribution analysis.
  • You will prepare and maintain client pitch documents, training materials, documentations and other internal and external publications related to the Mandate Solution's offering.
  • You will perform user acceptance testing (UATs) for new CS Invest platform functionalities.
  • CS Invest: Prepare pre-sales and after-sales materials/collaterals for CS Invest (CSI) clients and distribute to clients via CS Invest platform.
  • Perform daily portfolio health checks for CSI client portfolios and CSI Partner model portfolios as part of portfolio life-cycle management.
  • Communicate with partners in Managed Solutions APAC, Product teams and IT for resolutions of queries and solicit their feedbacks on key deliverables.
  • Preparation of internal process documents for checkpoints and audit purposes.
  • Other after sales activities like perform data mining, tracking of sales numbers and sales analysis, prepare regular and ad hoc management reports.

You Offer

  • You have a Degree in business or finance; additional certifications like CFA would be a plus
  • You have 4-5 years of experience in multi-asset class portfolios in a client/RM servicing capacity
  • You have deep understanding of portfolio management principles
  • You have strong interest in financial markets and advisory mandates
  • Strong written skills in English, investment report writing experience is a plus
  • You have very strong communication skills a requirement to achieve consensus among key partners
  • Excellent IT skills and well-versed with excel macros (VBA) and Microsoft office
  • You have deep knowledge of financial systems such as Bloomberg
  • You are good in structured problem solving approach and ability to improve pragmatic and practical solutions
  • You are able to resolve challenges independently with good time management skills