Strategic Analysis & Reporting - Coverage Group Financial Analyst # 11

Credit Suisse -
22 Apr 2019
30 Apr 2019
Contract type
Full time
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

Coverage Maintenance
  • 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 Offer
  • 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

Strategic Analysis & Reporting – Coverage Group Financial Analyst # 116035