Investment Portfolio & Analytics Specialist
Credit Suisse
Wroclaw, Wroclaw, Polen
20 d. temu

We Offer

Investment Portfolio and Analytics (IP&A) delivers Investment Portfolio Management best practice and services, creating management transparency and consistency, across all major change initiatives in Credit Suisse.

The Investment Portfolio and Analytics Services (IP&A Services) Wroclaw Team is the team of professionals who provide operational support to the Group Change Governance and IP&A Advisory teams, reporting, analysis, monitoring and controlling of the Bank’s Top Initiative investment and all Divisions’ portfolio execution performance.

Currently the team is looking for a professional whose primary responsibilities include :

  • Perform the Bank’s Top Initiative review : deep dive analysis including communication, documents review, data validation and analysis, documents update, slides creation.
  • Calculate, measure and present KPIs.
  • Manage and present Top Initiatives Milestones and Dependencies.
  • Create the Top Initiative Portfolio Reporting Deck for Senior Management which includes data presentation regarding Top Initiatives performance.
  • Participate in project and initiatives related to Project Portfolio Management standards and tools.
  • Prepare other reports and analyses related to other Portfolio management key processes.
  • Collaborate closely with divisional lead to meet Portfolio stakeholders’ expectations.
  • Ensure high quality of reports and analysis, and effective communication.
  • Create / update process documentation.
  • Open to discussing flexible / agile working.

    You Offer

  • You can communicate freely in English with various levels of stakeholders (via phone and email).
  • You are advanced user of MS Excel.
  • You present great communications skills and you can advise and explain more complex matters in an easy and concise way.
  • You can work independently with only high level guidance and supervision.
  • You have at least 1-2 years of previous experience in PMO roles, analysis / reporting role .
  • You show good analytical skills and high attention to details.
  • Preferably you have some Project / Portfolio Management training and / or basic knowledge in this area.
  • Preferably you also have experience in using a PPM tool (e.g. Clarity).
  • 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)
  • 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

    Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success.

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