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We Offer This role provides analytic and reporting support to coverage groups within IBCM (Investment Banking & Capital Markets Division), in partnership with the COO (Chief Operating Office) population. Primary responsibilities of the role include financial reporting & analysis, maintenance of client coverage information and expense management. In addition, the position will provide extensive support in Dealogic, data and analysis to support human capital efforts, headcount reporting/forecasting and customized ad hoc reporting at a group level.
Reporting and Analytics
You will support the COOs by handling the day to day reporting and analytics including:
Generation and maintenance of standard financial information including revenue pipeline and expense reporting on a regular and ad hoc basis
Group specific market and Share of Wallet monitoring, reporting and analysis using Dealogic and internal IBCM systems
Consolidation of COO input, maintenance and reporting on the Revenue Attribution and Banker Performance systems
Ad hoc data/analysis in support for lateral hires, Managing Director promotions and other human capital efforts
Generation of materials for business reviews as well as regular group meetings
Headcount reporting and forecasting
Dealogic fee reconciliation and data integrity work
Maintenance of coverage information including coverage lists, changes, coverage scale, visit reporting and updates to client information in the internal IBD system
Maintenance of client and project codes in IBCM systems including creation of new codes and closing out codes that are no longer in use
Maintenance of user entitlements in the IBCM client management system
You will support on account planning and platform reviews (building the spreadsheets for review, making changes afterwards)
Credit Suisse maintains a Working Flexibility Policy, subject to the terms as set forth in the Credit Suisse United States Employment Handbook.
You have advanced Excel spread sheet/database skills are required and should possess the ability to synthesize data
You have strong interpersonal skills with excellent written and oral communication skills and the ability to interface directly with people at all title levels
Uncompromising work ethic, attention to detail, ability to multitask and work effectively under tight deadlines is essential. Accessibility and responsiveness to requests is critical
You must be well organized with good prioritization skills and excellent judgment
You have the ability to problem-solve independently, actively investigate market activity, work with large data sets efficiently, and think creatively in analyzing data.
You have experience (1-3 years) in investment banking or capital markets preferred, ideally with some familiarity/experience in market analysis (Dealogic, Thomson, etc.)
You have accounting/Finance degree (advanced degree and/or certification) preferred