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Portfolio Support Specialist # 131265

Credit Suisse
Mumbai MH
4 days ago: Credit Suisse

Job Description

* 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 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
Job: Product Specialist*
Title: *Portfolio Support Specialist # 131265*
Location: *India-Mumbai-Mumbai*
Requisition ID: *131265*
* 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,...