Posted 3 months ago
Portfolio Management Analyst
AI Summary
A Portfolio Management Analyst at Credit Suisse supports a large multi-million CHF portfolio, generating and improving portfolio reports, managing program and project status information, and collaborating with PMOs and IT managers.
About this role
Portfolio Management Analyst
Credit Suisse
Key role objectives
Member of the Risk and Finance Information Technology Portfolio Management team of eight members that is supporting a multi-million CHF portfolio (one of the largest across IT) delivering on key regulatory front to back programs critical to the bank's compliance with regulator mandate.
IV ADDITIONAL INFORMATION ABOUT THE ROLE
Proportion of duties – eg 50% Development/ 30% maintenance/ 20% testing)- if applicable
Learning opportunities
Challenging tasks
Project details:
Current phase of the project/targets/milestones
Project methodology
Technologies which are used in the project
Possibility to replace particular tool for another
Covering a global remit with specific concentration in EMEA, this role will have close and regular interaction and collaboration with IT program managers, project managers, and PMOs.
The role will require generation of reports on the portfolio including financials, program and project statuses, dependencies, risks and issues, milestones, etc. meeting both standard routine and ad hoc requests.
This role will specifically concentrate on the design and introduction of new portfolio reports and will find ways to generate the existing reports in a more efficient manner.
V SKILLS AND REQUIREMENTS
Key technical skills/qualifications and experience/key soft skills including:
Level of expertise required (basic, intermediate, advanced, expert)
Must have
Desirable
Experience in a Chief Operating Office (COO), Portfolio Management or Program Management Office (PMO) capacity with strong knowledge in project portfolio financials management
Knowledge of portfolio management and project management tools & systems - (Clarity nice to have)
Experience generating status, milestone, risk, issue, assumptions, and dependency reporting across a portfolio
Advanced proficiency with MS Office, especially Access, Excel and Powerpoint
Banking or Financial Sector Industry experience
A distinguished background of academic and professional achievement
Excellent written and verbal communications skills (English)
Effective presentation skills with ability to produce a compelling story in PowerPoint
High degree of flexibility and “can do” attitude
Competency working with globally distributed team
Ability to manage multiple activities simultaneously
Ease in dealing with a range of stakeholders and providing support to resolution of their issues and problems
Confident and self-motivated individual with a proactive approach
Project Management certification is a plus (PMI, PRINCE, etc)
Additional Information
Send me your resumes at vince@alphait. us
Pozdrawiam / With best regards,
Alpha Technologies Inc (USA)
Vince Taylor
Sr Technical Recruitment Specialist
Skills
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