Fund Platform and Research Specialist
Credit Suisse
Wroclaw, Wroclaw, Polen
9 d. temu

We Offer

The Credit Suisse InvestLab team within International Wealth Management is currently looking to hire the Junior Specialist for a group of Fund Platform and Research.

This position will offer you the unique working experience in the fund industry world. You’ll be part of a highly motivated team responsible for fund data maintenance, quality controls and fund platforms enhancements.

There is whole spectrum of downstream applications and team is working on data entered by external Fund Providers and internal Fund Data Teams.

It’s an opportunity to gain knowledge on Mutual Funds & ETFs, that will help to take your career to the next level.

As the chosen individual you would be responsible for :

  • Onboard and maintain new financial instruments on internal and external platforms.
  • Perform data quality checks with Fund Providers and Administrators.
  • Clarify and resolve data issues with internal and external clients as well as with data providers.
  • Support teams in Zurich, Singapore and other international locations to produce and update information, documents for Mutual Funds and ETFs.
  • Resolve intraday client's queries via Hotline and Support mailbox.
  • Open to discussing flexible / agile working.

    You Offer

    As the Junior Specialist for Fund Platform and Research your skills and qualifications will ideally include :

  • You hold university degree in Finance / Banking / Economics.
  • You have minimum 2 years of professional experience.
  • You demonstrate basic understanding of investment products (e.g. Mutual Funds, Hedge Funds, Private Equity).
  • You have analytical skills and very good MS Office knowledge (Excel, PowerPoint, Word and Access).
  • Fluent spoken and written English is a requirement.
  • You have excellent communication and social skills.
  • You have very good organizational and coordination skills.
  • You are flexible, eager to learn and open for new challenges.
  • You are a dedicated problem solver and you are happy to take initiative to improve.
  • Our benefits

  • Private medical care
  • Charity days
  • Training and development
  • Internal Mobility
  • Other optional

  • Language training course
  • Mentoring
  • Family nursery and kindergarten funding, gift vouchers for Christmas
  • Parking allowance
  • Health promotion : Multisport card, sporting events and groups within Credit Suisse (skiing trips, football team, running team, tennis training course etc.)
  • Employee discounts on various products and services (event tickets, consumer products, etc.)
  • Relocation package
  • Employee Referral Program
  • Flexible work schedule and working from home (home office)
  • If you apply for this role this means you agree with the following statement :

    Through my application for a role with Credit Suisse (Poland) sp. z.o.o. (the Company) I hereby authorize the Company to process my personal data for the purposes of job recruitment.

    Furthermore I declare that I am aware of the voluntary submission of data and I am informed about the right to access the data and the right to correct it, pursuant to the Personal Data Protection Act of 29 August 1997 (Journal of Laws Dz.

    U No. 133, item 883) . I authorize Company to process my personal data for future recruitment processes.

    Furthermore, I authorize Credit Suisse Group AG and its’ affiliates, Taleo (UK) Limited, cut-e AG Kleiner Burstah 12 and milch & zucker The Marketing & Software Company AG to process my personal data.

    Credit Suisse and affiliates registration details.-

    Credit Suisse (Poland) sp. z.o.o Registered office - 1 Icchoka Lejba Pereca street, 00 - 849 Warsaw

    Credit Suisse Group AG Registered office - Paradeplatz 8, 8001 Zurich, Switzerland and its’ affiliates

    Taleo (UK) Limited Registered office - 78-586 Chiswick High Road, London W4 5RP, United Kingdom,

    Cut-e AG Kleiner Burstah 12 Registered office - 20457 Hamburg, Germany and

    Milch & Zucker The Marketing & Software Company AG Registered office - Küchlerstraße 1, 61231 Bad Nauheim

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