RaleighRecruiter Since 2001
the smart solution for Raleigh jobs

Equities Analyst-Investment Banking

Company: Credit Suisse
Location: Raleigh
Posted on: February 24, 2021

Job Description:

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 We are 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 cultural values 'This is an outstanding opportunity to join the Divisional Finance/Line of Business/CFO ("CFO") team supporting the Equities division within Global Markets. This role is an opportunity and offers the right applicant an outstanding platform to develop commercial CFO skills through hands on experience teaming closely with Front Office. Specific Responsibilities includes: Financial Planning, Forecasting & Analysis:

  • Assist in developing the Financial Plan where the applicant is encouraged to partner with the business lines and COO teams, challenge assumptions and critically evaluate the suitability of the plan through the year.
  • Assist in reporting revenues and expense forecasts by legal entity to the GM Finance teams.
  • Assist in preparing data for monthly performance evaluation for each of the Equities trading desks.
  • Prepare ad hoc reports for various revenue, expense and performance commentary including preparation of Storyboards, Flash, daily, weekly, monthly and quarterly updates.
  • Partner with COO team in preparing various presentations detailing financial performance, trends, market conditions, capital utilization, liquidity constrains and funding.
  • Prepare and review various regulatory submissions such as CCAR and DFAST and assisting in providing data to respond to various requests that are received from regulators. Assisting Strategic Design:
    • Partner and assist the Equities Management team on presentations and providing financial information for business strategy sessions. Expense Management:
      • Provide detailed MIS and metrics on direct and indirect expenses allocated to the business, and ensure each business line within Equities is monitored and tracked against these metrics.
      • Perform a detailed review and behind the Equities expense base (down to Pre Tax Income) to enable management to effective challenge expense allocations.
      • Support the Expense Optimization Strategy and work closely with the COO's to perform targeted deep dives and challenge both FO and Corporate Function behavior. Capital, Balance Sheet and Liquidity:
        • Partner with and assist the front office on their forward looking resource projections (BCBS, RWA, Liquidity) and be able to explain the impact of these on financial performance.
        • Build approach of getting-it-right-first-time and encourage a behavior of continual learning and improvement.
          You Offer List of skills and qualification encouraged in an applicant: Understand the value of diversity in the workplace and are 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. A significant part of the role is reactive and requires the successful applicant to deliver high quality financial analysis to the Equities and GM Management teams on a real-time basis.
          • Do you possess proven experience of at least 3-4 years of reporting, banking, and finance/accounting?
          • Self-starter, able to drive the agenda forward, analytical mind set, ability to critically think, challenge the status quo and grasp the big picture while not losing sight of details.
          • Accounting and finance experience critical with proven experience to Financial Planning and Analysis, including revenue, expense and capital forecasting being beneficial. Any exposure to CCAR and modelling would be ideal but not essential.
          • Independent, flexible and adaptive to respond to evolving environment!
          • Strong communication skills is essential!
          • Able to interact with and in most cases lead meetings with business partners as part of partnership with the front office and coo teams.
          • Proven track record in developing and leading teams with excellent client and service orientation. Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success. Credit Suisse complies with applicable federal, state, and local laws prohibiting discrimination in employment in every jurisdiction in which it maintains facilities. Subject to applicable law and regulatory requirements, Credit Suisse complies with state and local laws regarding considering for employment qualified individuals with criminal histories.

Keywords: Credit Suisse, Raleigh , Equities Analyst-Investment Banking, Accounting, Auditing , Raleigh, North Carolina

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Accounting, Auditing Jobs

Property Controller - Corporate Headquarters - Raleigh, North Carolina
Description: SUMMARY:--Administers, directs, and controls the operations of the Accounting for a select group of hotels. Provides information, assuring ownership of proper control and prudent management through direct (more...)
Company: Concord Hospitality
Location: Raleigh
Posted on: 02/28/2021

Executive Assistant
Description: Ref ID: 03220-0011669404Classification: Sales AssistantCompensation: 45000.00 to 55000.00 yearlyThe Executive Assistant's key responsibilities are outlined below:--- Maintain President/CEO's calendar, (more...)
Company: Robert Half
Location: Wendell
Posted on: 02/28/2021

Senior Financial Analyst
Description: SENIOR FINANCIAL ANALYSTA triangle based company has an immediate need for a Financial Analyst to join their growing team. This company offers a competitive compensation
Company: Vaco Financial
Location: Raleigh
Posted on: 02/28/2021

Sr. Financial Analyst
Description: Ref ID: 03685980Classification: Sr. Financial AnalystCompensation: 90000.00 to 100000.00 yearlyRobert Half Finance Accounting is currently recruiting a Senior Financial Analyst for our Technology (more...)
Company: Robert Half
Location: Raleigh
Posted on: 02/28/2021

Financial Analyst (Real Estate)
Description: Financial Analysts, are you looking to grow your career Let Vaco serve as your advocate in presenting you to clients who are looking for Financial Analysts. Our recruiting staff gives you an advantage (more...)
Company: Vaco Financial
Location: Raleigh
Posted on: 02/28/2021

HCS Applications Systems Analyst - EPIC Professional Billing - IT Business and Revenue Cycle Systems
Description: DescriptionBecome part of an inclusive organization with over 30,000 diverse employees, whose mission is to improve the health and well-being of the unique communities we serve.This position may involve (more...)
Company: UNC Health Care
Location: Garner
Posted on: 02/28/2021

Tax Staff - Corporate
Description: Ref ID: 03220-0011681012Classification: Tax Staff - CorporateCompensation: 65000.00 to 75000.00 yearlyStaff Accountant needed for growing Real Estate/Property Management company. The Staff Accountant (more...)
Company: Robert Half
Location: Raleigh
Posted on: 02/28/2021

Financial Advisor
Description: 4 out of 5 of our Advisors are veterans or military spousesWho we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor (more...)
Company: First Command Financial Services Inc.
Location: Raleigh
Posted on: 02/28/2021

Senior Sales Operations Analyst
Description: Job DescriptionMirantis is adding an experienced Senior Sales Operations Analyst to be a key contributor to the North America Sales Team to help contribute to Mirantis' long-term growth.In this role you (more...)
Company: Mirantis
Location: Raleigh
Posted on: 02/28/2021

Collection Specialist
Description: Ledgent is currently looking for a Collection Specialist in The Raleigh-Durham area.The collection Specialist job description should contain the
Company: Ledgent Finance & Accounting
Location: Raleigh
Posted on: 02/28/2021

Log In or Create An Account

Get the latest North Carolina jobs by following @recnetNC on Twitter!

Raleigh RSS job feeds