Project Manager Client Reference Data Change recruitment

This program is sponsored by the IB CFO, and comprises the Client and Product (Instrument) sub-programs.  The accuracy and timeliness of our reference data is a critical enabler to providing a service that our clients admire and in enabling us to respond to regulators effectively.

The Reference Data Program aims to ensure this through establishing single master databases (Golden Copies) for quality-controlled client and product data migrating all the departments to use this data, and implementing clear data ownership and governance.  The Candidate will join the EMEA change team as Project Manager and be responsible for all stages of one or more, projects in the department.

THE ROLE INVOLVES:

The project manager would play a part in completing the end to end responsibility for one or more projects in this area.  Specifically this role is to manage projects around the creation of a new strategic, golden source system for client data.

Responsibilities include:

• Ensuring that business requirements are collected and documented

• Articulating business cases

• Developing and agreeing scope, prioritization and timelines for the project

• Developing the project strategy and plan and structuring project work

• Ensuring appropriate level of resourcing, recruiting as appropriate

• Managing project delivery across multiple departments in the IB and possibly across multiple division of the bank

• Monitoring, tracking and reporting progress to the stakeholders and managing client expectations

• Ensuring effective communication within the project and out to external stakeholders

• Ensuring that projects are brought to a controlled close

• Ensuring project benefits are realized

• Ensuring project risks, dependencies and issues are identified and managed 

Divisional/Departmental Overview 

The Reference Data program resides within the IB Finance function.  IB Finance provides support to the IB and Credit Suisse senior executives through its Finance and Investor Relations groups based in New York, Raleigh, London, Zurich, Singapore, and Pune. The vision of IB Finance is to:

• Focus on understanding our clients' requirements and exceeding their expectations

• Provide comprehensive analytics and tailored advice to help drive business performance

• Play an integral role to the business in their decision making process

• Provide a single source of 'hallmarked' financial management information

• Leverage our global, bank-wide partnerships to drive value for our clients

 Candidate Value Proposition 

 The successful candidate will join a highly valued, senior team of ambitious managers.  They will gain exposure to multiple areas of the bank and will be well positioned to build a complete understanding of the front-to-back operations of a global investment bank.  They will work on high profile and strategically important projects and will be in a position to develop a broad network of contacts across the bank. 

 Qualifications 

Essential

• Project management experience with a leading consulting firm within financial services or in an international investment bank or similar institution

• Track record in delivering on adoption/migration projects in an investment bank or similar institution

• Track record of driving the decommissioning of legacy applications

• Strong knowledge of investment banking business processes – front to back

• Experience of managing multi-disciplinary teams

• Key stakeholder management experience

• Solid knowledge of IT, including experience of managing IT-oriented projects, user requirements development, and testing

• Extremely strong organisational skills

• Excellent relationship and interpersonal skills

• Good knowledge of standard office software applications (e.g., Microsoft PowerPoint)

Desirable

• Knowledge of Client or Product Reference Data front to back, particularly the trade life cycle after booking

• Knowledge of the banking regulatory environment

• PRINCE2 Practitioners certification or PMI Certification Degree or similar 

 Company Profile 

 As one of the world's leading financial services group, Credit Suisse provides its clients with investment banking, private banking and asset management services worldwide.  Founded in 1856, Credit Suisse has a long tradition of meeting the complex financial needs of a wide range of clients, offering advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally. The Credit Suisse Group is active in over 50 countries and employs approximately 40,000 people.