Project Lead (Raleigh, NC)
We Offer
Your field of responsibility
This role is for a Business Analyst/Project Manager. The BA/PM is expected to take full end-to-end responsibility for all projects in their remit. They may be engaged in multiple projects and multiple teams simultaneously as delivery progresses towards the target operating model.
This role will be engaged in projects that will ensure the IB's ongoing regulatory compliance and align to the future state client architecture.
You will perform business analysis to help define solution options and recommendations, including pros/cons and rationale for recommendation
You will work with global business partners in understanding and translating requirements to the underlying data
You will facilitate the documentation of requirements with the business analyst and conduct reviews with business partners and achieving signoff
You will provide review and sign off of user acceptance testing for business users
Build key project documents such as end-to-end current/future business process flows, use cases, BRD, cost/benefit analysis
Identify and document process changes and system enhancements
Ensure process improvement through redesign is at the forefront of all initiatives
You will evaluate measurable project benefits, i.e. increased revenue, efficiency and control
Establish positive relationships with various functions and businesses throughout IB
You will facilitate working groups tasked with solving specific data challenges within the organization
Should have a bachelor's degree. At least 7 years business analysis and project management experience with working with Banking/Financial area and leading consulting firm within financial services or an international investment bank
Track record in delivering major projects especially projects delivered in an investment bank or similar institution
You have experience of SDLC lifecycle, Agile and waterfall methodology
You have proven knowledge of investment banking processes - front to back
Involvement with delivery of significant process and technology change
You have experience of dealing with senior management
Experience in achieving results in a project context using resources that do not report directly to you (e.g., from clients, from other departments, external suppliers)
Knowledge of IT: handling IT align projects, user's requirements / testing. Must have worked with technology groups and IT implementations
Excellent core project management, presentation and communication skills
Proven experience of optimally handling senior collaborators at Working Groups and Steering Committees
Excellent organizational and relationship building skills, at all levels
General business analysis and analytical skills
Excellent analytical, communication, presentation, organizational and problem-solving skills
Self-starter, self-guiding, and can demonstrate independent thinking
Comfortable dealing directly with senior internal clients
Track record in delivering major adoption/migration projects in an investment bank or similar institution
Experience in achieving results working in multi-disciplinary teams and collaborating in a matrix environment.
Deep understanding of IT user requirements development, and testing
Experience acting as intermediary between business line and IT to ensure efficient delivery against requirements
Proven experience developing and writing business/functional requirements
Must have strong verbal and written communication skills and proficiency for detailed documentation
You are proficient in analyzing client reference data
You have the ability to make recommendations to ensure data quality and appropriate controls
Deeply strong organizational skills
You have excellent relationship and interpersonal skills
Do you have knowledge of Client or Product Reference Data front to back
Knowledge of the banking regulatory environment.
Knowledgeable of Trade lifecycle (Order, Execution, Allocation)
Knowledgeable of securities types and their settlement processes
Regulations such as EMIR, FINFRAG, SFTR, Dodd-Frank, FATCA/AEI, FINRA 2111 and 15a6
Experience with ATLAS Jira and Confluence
Dedication to encouraging an inclusive culture and value varied perspectives.
Your future colleagues
Credit Suisse is a leading global wealth manager with strong investment banking and asset management capabilities. Founded in 1856, Credit Suisse has expanded to be a global force employing over 45,000 people in 50 countries. With new leadership, a new strategy and a streamlined global organization, we are set for growth. We partner across businesses, divisions and regions to build innovative solutions to meet the needs of our clients-and to help our employees grow. It is a high priority for us to continually invest in our employees by providing ongoing opportunities for training, networking and mobility. Join us and let's craft the future of Credit Suisse together. The IB Business Services and Change team is responsible for engineering process change as it relates to the client lifecycle Management (CLM) process and the CLM systems (primarily CMS/Fenergo). The IB Change team works very closely with many COLM groups including Client Onboarding (COB) and KYCD, as well as Compliance, Legal and the central Regulatory team. The IB Change team work on multiple Client Data platforms across numerous projects. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm's D&I ambition which is an integral part of our global cultural values.
You Offer
Yes
Your field of responsibility
This role is for a Business Analyst/Project Manager. The BA/PM is expected to take full end-to-end responsibility for all projects in their remit. They may be engaged in multiple projects and multiple teams simultaneously as delivery progresses towards the target operating model.
This role will be engaged in projects that will ensure the IB's ongoing regulatory compliance and align to the future state client architecture.
You will perform business analysis to help define solution options and recommendations, including pros/cons and rationale for recommendation
You will work with global business partners in understanding and translating requirements to the underlying data
You will facilitate the documentation of requirements with the business analyst and conduct reviews with business partners and achieving signoff
You will provide review and sign off of user acceptance testing for business users
Build key project documents such as end-to-end current/future business process flows, use cases, BRD, cost/benefit analysis
Identify and document process changes and system enhancements
Ensure process improvement through redesign is at the forefront of all initiatives
You will evaluate measurable project benefits, i.e. increased revenue, efficiency and control
Establish positive relationships with various functions and businesses throughout IB
You will facilitate working groups tasked with solving specific data challenges within the organization
Should have a bachelor's degree. At least 7 years business analysis and project management experience with working with Banking/Financial area and leading consulting firm within financial services or an international investment bank
Track record in delivering major projects especially projects delivered in an investment bank or similar institution
You have experience of SDLC lifecycle, Agile and waterfall methodology
You have proven knowledge of investment banking processes - front to back
Involvement with delivery of significant process and technology change
You have experience of dealing with senior management
Experience in achieving results in a project context using resources that do not report directly to you (e.g., from clients, from other departments, external suppliers)
Knowledge of IT: handling IT align projects, user's requirements / testing. Must have worked with technology groups and IT implementations
Excellent core project management, presentation and communication skills
Proven experience of optimally handling senior collaborators at Working Groups and Steering Committees
Excellent organizational and relationship building skills, at all levels
General business analysis and analytical skills
Excellent analytical, communication, presentation, organizational and problem-solving skills
Self-starter, self-guiding, and can demonstrate independent thinking
Comfortable dealing directly with senior internal clients
Track record in delivering major adoption/migration projects in an investment bank or similar institution
Experience in achieving results working in multi-disciplinary teams and collaborating in a matrix environment.
Deep understanding of IT user requirements development, and testing
Experience acting as intermediary between business line and IT to ensure efficient delivery against requirements
Proven experience developing and writing business/functional requirements
Must have strong verbal and written communication skills and proficiency for detailed documentation
You are proficient in analyzing client reference data
You have the ability to make recommendations to ensure data quality and appropriate controls
Deeply strong organizational skills
You have excellent relationship and interpersonal skills
Do you have knowledge of Client or Product Reference Data front to back
Knowledge of the banking regulatory environment.
Knowledgeable of Trade lifecycle (Order, Execution, Allocation)
Knowledgeable of securities types and their settlement processes
Regulations such as EMIR, FINFRAG, SFTR, Dodd-Frank, FATCA/AEI, FINRA 2111 and 15a6
Experience with ATLAS Jira and Confluence
Dedication to encouraging an inclusive culture and value varied perspectives.
Your future colleagues
Credit Suisse is a leading global wealth manager with strong investment banking and asset management capabilities. Founded in 1856, Credit Suisse has expanded to be a global force employing over 45,000 people in 50 countries. With new leadership, a new strategy and a streamlined global organization, we are set for growth. We partner across businesses, divisions and regions to build innovative solutions to meet the needs of our clients-and to help our employees grow. It is a high priority for us to continually invest in our employees by providing ongoing opportunities for training, networking and mobility. Join us and let's craft the future of Credit Suisse together. The IB Business Services and Change team is responsible for engineering process change as it relates to the client lifecycle Management (CLM) process and the CLM systems (primarily CMS/Fenergo). The IB Change team works very closely with many COLM groups including Client Onboarding (COB) and KYCD, as well as Compliance, Legal and the central Regulatory team. The IB Change team work on multiple Client Data platforms across numerous projects. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm's D&I ambition which is an integral part of our global cultural values.
You Offer
Yes
More Information on Credit Suisse
Credit Suisse operates in the Fintech industry. The company is located in New York, NY and Morrisville, NC. Credit Suisse was founded in 2022. It has 56165 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 69 open jobs at Credit Suisse, click here.
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