Investment Management Operations Officer

Year    Mumbai, Maharashtra, India

Job Description

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.

Qualifications

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.

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Job Detail

  • Job Id
    JD2960768
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Mumbai, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year