Transaction Fees & Expense Specialist
Credit Suisse
Wroclaw, Wroclaw, Pologne
6 d. temu

We Offer

The individual will have oversight over all aspects of managing and processing trading fees incurred by the firm, mainly through unique Transaction Expense Management System (EXCALIBUR).

EXCALIBUR is a key system to make Credit Suisse best in a class in variable expense efficiency among our peers. The platform gives our user community the transparency and leverage needed to strategically handle and optimize the multi-

million dollar BCE (Brokerage, Clearing & Exchange) & SCF expenses that the bank incurs annually. This role being a part of wider Global Markets Operations is key to identify and drive fundamental efficiency improvement projects across various divisions.

The Specialist will be expected to :

  • Understand the mix of service provider services and their respective utilization to support comparison and selection of the optimal service provider in each market.
  • Ensure a fair and equitable allocation of expenses based on actual service usage.
  • Assume responsibility over the data integrity and month end activities in the system for his / her product area.
  • Assume responsibility for the successful onboarding of vendors onto the EXCALIBUR system for the respective products and regions under his / her remit.
  • Identify process improvement opportunities and implement changes in conjunction with team manager and development lead.
  • Identify and document IT issues and / or required enhancements related to the EXCALIBUR platform to IT on an ongoing basis and provide consolidated reports to development lead.
  • Partner with the Efficiency Group by providing updates on rates and other key information necessary to deliver actionable saving ideas.
  • Maintain a flexible and positive attitude in delivering on the objectives of the team and the wider BC&E function.
  • Open to discussing flexible / agile working.

    Qualifications :

  • You have excellent organizational skills as well as English communication skills both oral and written.
  • You hold university degree in Engineering (computer science, IT, etc) or Mathematics / Physics / Statistics.
  • You have 1-2 years of professional experience.
  • You demonstrate strong analytical skills and can-do approach to problem solving with confirmed ability to develop and implement solutions.
  • You are able to work independently, prioritize, multitask and be effective and dedicated.
  • You are service oriented and have enthusiastic attitude and ability to work under pressure and deliver on tight deadlines.
  • You possess strong work ethic, attention to detail and desire to work in a fast-paced and high pressured environment.
  • You are highly self-motivated self-starter, focused with a great appetite to learn.
  • Our benefit

  • 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)
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