Client Valuations Specialist | [VP655]

Client Valuations Specialist | [VP655]

15 Jan
Credit Suisse
Pune Division

15 Jan

Credit Suisse

Pune Division

Client Valuations Specialist #147412
India-Pune-Pune | Full-time (FT) | Corporate Functions | Job ID 147412

Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, we have a global reach with operations in about 50 countries and employ more than 45,000 people from over 150 different nations. Embodying entrepreneurial spirit, Credit Suisse delivers holistic financial solutions to our clients, including innovative products and specially tailored advice. Striving for quality and excellence in our work, we recognize and reward extraordinary performance among our employees, provide wide-ranging training and development opportunities,

and benefit from a diverse range of perspectives to create value for our clients, shareholders and communities. We are Credit Suisse.

We Offer

Ownership & implementation of the APAC Indicative Client Valuations Policy
Imposition of a strong & governance framework on APAC Indicative Client Valuations
Drive strategic Indicative Client Valuations solutions
Implement lean, flexible process closely aligned to APAC business needs

Responsibilities and Key Tasks:
Manage distribution of client valuation statements on time
Produce regular control reports for senior management / partners to sign off
Liaise with Trading, Sales, Trade management and IT to provide timely resolution of client valuations queries
Liaise with Platform, change and IT teams to achieve automation, providing requirements, testing and signoff on solutions

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 Conduct and Ethics Standards.

You Offer

ENO with a good knowledge of all IB asset classes and system landscape
Detailed knowledge of APAC Indicative Client Valuations Policy and client services
Strong control mindset and the ability to steer and drive strategic change
Ambitious, hardworking individual who can work on own initiative whilst also working collaboratively and deliver on time with a high level of integrity, sense of urgency, attention to detail and quality standards

Understands the value of diversity in the workplace and is dedicated to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work. This should be further elaborated on in your application.

Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success.

Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success.

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