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Prime Margin Services Analyst

  • Wrocław, dolnośląskie pokaż mapę
  • Specjalista
  • 29.11.2018

    Pracodawca ma prawo zakończyć rekrutację we wcześniejszym terminie.

    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.
    Prime Margin Services Analyst # 119140
    Workplace: Wrocław


    The Prime Margin Services team provides a guardianship role for the Prime Brokerage business. The team is responsible for the validation and issuance of client margin deficiencies. Team members work closely with Prime Services Risk Management and Client Services Representatives to ensure that client portfolios are margined and calculated appropriately. The Margin team is responsible for closely monitoring the bring to bear utilized by clients and reporting regulatory and firm exposures.


    Day to day tasks include but may not be limited to reviewing and approving outgoing customer payments from client accounts, reviewing and issuing margin calls based on house margin policies (including strategy and risk based margin) and Prime Brokerage improved bring to bear platforms. The team’s focus is to mitigate firm risk and exposure, report client trend analysis and account deficiencies and facilitate approval of asset transfers.


    Primary responsibilities:

    • Preparing daily reports for main partners
    • Resolving all sort of inquiries requiring contact with other firm groups
    • Payment approval process based on clients’ portfolios review

    Open to discussing flexible/agile working.


    • You have an experience in Microsoft Office Applications (including Excel
    • You are control focused with confirmed data analysis experience
    • You possess solid communication and client service skills
    • You have ability to craft solid working relationships with the Credit Suisse front and middle office teams
    • You have deep understanding of Collateral Management functions will be an advantage, but not a pre-requisite
    • You are willing to work between 9:00 - 18:00 (9:00 - 17:30 or 9:30 - 18:00)

    Our benefit

    • Private medical care
    • Life insurance
    • Pension plan
    • 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)

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

    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”