Our People Meet Charlotte

Meet Charlotte

Title: Analyst
Business Area: The Private Fund Group
Location: New York
Joined Credit Suisse: July 2014

I majored in Economics at Columbia University, with a concentration in Hispanic Studies. After spending the fall of my junior year in Argentina, I started looking at internships in finance. I ultimately chose to join the Sales and Trading program at Credit Suisse because I liked the structure of the program and the people I met during my interview process.  I rotated through fixed income and got exposure to all the different products.

At the end of my internship, I accepted a full-time offer to work on the Leveraged Finance Capital Markets desk which is part of Global Credit Products. It was a great introduction to the bank and to finance, but after a year and a half, I was ready to try something different. I reached out to our Internal Mobility team, and within a couple weeks, I had an interview with the Private Fund Group – and this is where I am now.

Meet Charlotte – runner, traveler, mentor, problem solver, beach lover, foodie, skier, optimist

The Private Fund Group is a global private equity advisor focused on the sale of private equity interests on both a primary and secondary basis.  My typical day depends on where we are in the lifecycle of a deal. I could be preparing pitch materials as we try to win new mandates, working on marketing materials as we prepare to launch a new transaction, or helping to respond to due diligence questions from potential investors for a live deal.

The training that you receive as an intern and a new full-time hire is very extensive when you start, but the real learning comes from working with your team, asking questions and getting involved. In addition, you learn from mentors. When you are an intern or first-year Analyst, you are connected with mentors at both the senior and junior levels. In my experience, my senior mentors provided big-picture insight and my junior mentors helped answer day-to-day questions and acted as sounding boards.

My mentors were not part of my immediate team which was helpful in building networks across different parts of the bank and in gaining outside opinions and different perspectives. Now I’m a mentor for new Summer Analysts coming in. It’s satisfying to know that I can have an impact on their careers.

In my free time, I love exploring New York. I’m always checking out new restaurants, museum exhibits and going for runs in Central Park. In the summer, I try to get out of the city on weekends and go to the beach and in the winter, I love to ski. We have something called block leave, which is a period that you take off and cannot conduct business. No emails. No phone calls. I use that time to travel somewhere new and truly unplug.