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IBCM, Junior UHNW Lending Middle Office Specialist, ENO-AVP, New York
Credit Suisse -
February 3, 2018
New York, New York
We Offer UHNW comprises four distinct areas: UHNW Lending ("Lending"), UHNW and Corporate Deposits ("Deposits"), UHNW Custody and Execution Group ("CEG") and UHNW Middle Office ("MO"). Collectively these groups are responsible for building new and managing existing relationships with UHNW individuals and their related entities through the offering of lending, deposit and limited brokerage opportunities, as well as, the offering of deposit product opportunities to Investment Banking and Capital Markets ("IBCM") corporate clients. UHNW typically works closely with the UHNW Coverage Bankers and Industry Bankers (collectively, "Coverage") in this endeavour; however, it is not required.
UHNW Middle Office is a private side unit responsible for partnering with Coverage, Lending, Deposits, CEG, Legal, Compliance and other business partners to ensure clients receive an exemplary level of service while maintaining an appropriate control framework. The scope of activities includes (but is not limited to):
Manage the client onboarding process to ensure clients are on-boarded in an efficient manner
Maintain the Lending and Deposit pipeline
Create and maintain the official credit/client files and supporting documentation
Prepare and distribute a variety of business metrics and reporting to management and other internal stakeholders
Prepare and post revenue attribution to Coverage Bankers
Special projects and ad hoc requests
You Offer Key Qualifications/Competencies:
Advanced Excel skills
Proficient Word and Powerpoint skills
Results oriented team player with solid interpersonal and written/verbal communication skills.
Excellent time management, organization and prioritization skills
Detail oriented, thorough, and hard working
Ability to interact and work closely with coverage officers, structures and clients, at times in stressful situations
Proven ability to work in a fast-paced environment and efficiently meet deadlines associated with multiple tasks
Ability to elicit confidence and build rapport with a focus on enhancing the client experience
Ability to work in a close knit team atmosphere but also able to work independently and drive a project when necessary
Highly motivated with drive and enthusiasm; excellent collaboration skills