Job Description
We Offer
Join us an Investment Management Operations Officer. This role would require you to carry out performance analysis (absolute, relative, attribution, and contribution) and risk monitoring tasks and lead project to improve efficiency of existing processes. You would be responsible for executing and enhancing various business and governance reporting (client reporting, investment reporting, management reporting, risk reporting) and monthly dashboards. Experience in data analysis, data investigation, data validation and related programming is required. The role would involve documenting reporting, process enhancement and providing support on ad hoc queries/specific business requests. As part of our team, you collaborate closely with Investment Management team based out of Singapore.
Your future colleagues
An exciting journey to join the Private Banking Investment Solutions and Sustainability team in Credit Suisse. The Investment Solutions & Sustainability group is part of International Wealth Management division. We are a diverse group supporting global stakeholders on Securities Research, Investment Strategy, Publishing and Editorial, Product Risk, FLDS and Business Management tasks from Mumbai. The Trust Accounting and Business Process teams support the Trust & Estate Advisory business globally. We have a collegial work environment, encourage partnership and collaboration and have a meritocracy culture.
We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.
You Offer
We Are Looking For Relevant Experienced Candidate Who Has
• Minimum 2-4 years of proven experience in the financial sector in areas such as private banking, monitoring of financial risk, portfolio risk monitoring and business reporting
• Master degree in Business Administration, Finance, or similar; further education (e.g. CFA, FRM) is an advantage but not essential
• High proficiency in Excel is essential, ability to work with large datasets. Proven knowledge in VBA, Python and Macros is a plus. Exposure to Process automation/Improvisation will be an added advantage
• High level of attention to detail, reliability, correctness and timeliness
• Ability to understand end-to-end process and willingness to learn all aspects of the supported business
• Outstanding and ambitious team-player with readiness to support team members and possess the ability to liaise with teams globally
• Proficiency in written, reading and verbal communication in English is advantageous
• Dedication to fostering an inclusive culture and value diverse perspectives.
India-Mumbai-Mumbai
216760
Join us an Investment Management Operations Officer. This role would require you to carry out performance analysis (absolute, relative, attribution, and contribution) and risk monitoring tasks and lead project to improve efficiency of existing processes. You would be responsible for executing and enhancing various business and governance reporting (client reporting, investment reporting, management reporting, risk reporting) and monthly dashboards. Experience in data analysis, data investigation, data validation and related programming is required. The role would involve documenting reporting, process enhancement and providing support on ad hoc queries/specific business requests. As part of our team, you collaborate closely with Investment Management team based out of Singapore.
Your future colleagues
An exciting journey to join the Private Banking Investment Solutions and Sustainability team in Credit Suisse. The Investment Solutions & Sustainability group is part of International Wealth Management division. We are a diverse group supporting global stakeholders on Securities Research, Investment Strategy, Publishing and Editorial, Product Risk, FLDS and Business Management tasks from Mumbai. The Trust Accounting and Business Process teams support the Trust & Estate Advisory business globally. We have a collegial work environment, encourage partnership and collaboration and have a meritocracy culture.
We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.
You Offer
We Are Looking For Relevant Experienced Candidate Who Has
• Minimum 2-4 years of proven experience in the financial sector in areas such as private banking, monitoring of financial risk, portfolio risk monitoring and business reporting
• Master degree in Business Administration, Finance, or similar; further education (e.g. CFA, FRM) is an advantage but not essential
• High proficiency in Excel is essential, ability to work with large datasets. Proven knowledge in VBA, Python and Macros is a plus. Exposure to Process automation/Improvisation will be an added advantage
• High level of attention to detail, reliability, correctness and timeliness
• Ability to understand end-to-end process and willingness to learn all aspects of the supported business
• Outstanding and ambitious team-player with readiness to support team members and possess the ability to liaise with teams globally
• Proficiency in written, reading and verbal communication in English is advantageous
• Dedication to fostering an inclusive culture and value diverse perspectives.
India-Mumbai-Mumbai
216760
💡 Quick Summary
Seeking a career-building opportunity? The Operations position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
