Information Technology@ CSFB

Hong Kong University of Science and Technology

What Are We Going To Talk About? About CSFB

About IT@ CSFB

Q & A

About CSFB A leading Global Investment Bank

Part of the Credit Suisse Group

Approx 19,000 staff in more than 30 countries

Full service Investment Bank:- Fixed Income & Derivatives

- Equities

- Investment Banking

- Private Equity

How Are We Structured?

Investment Bank

CORPORATE FINANCE SECURITIESFINANCE, ADMINISTRATION

& OPERATIONS

ASSET MANAGEMENT

M&A

EQUITY CAPITAL MARKETS

DCM (ORIGINATION)

TRADING

SALES

RESEARCH

INFORMATION TECHNOLOGY

RISK MANAGEMENT

INSTITUTIONAL SECURITIES INFRASTRUCTURE & SUPPORT

FINANCIAL CONTROL

PLANNING AND ANALYSIS

STRATEGIC PLANNING &

IMPLEMENTATION

LEGAL AND COMPLIANCE

CORPORATE TREASURY

CORPORATE SERVICES

HUMAN RESOURCES

INVESTMENT

MANAGEMENT

PRIVATE BANKING

FIXED INCOME

EQUITIES

Controllers

Operations

Information Technology

Project Services

New Business

Regional Mgt Oversight

Legal & Compliance

Human Resources

Internal Audit

Tax

Corporate Services

Risk Measurement & Management

Credit Risk Management

Finance, Administration & Operations

Asia Pacific Employee PresenceBangkok 28

Beijing 9

Hong Kong 559

Jakarta 7

Kuala Lumpur 7

Labuan 3

Manila 6

Melbourne 63

Mumbai 2

Seoul 102

Shanghai 13

Singapore 716

Sydney 421

Taipei 47

Tokyo 650

INFORMATION TECHNOLOGY@ CSFB

Put Name of IT Person – to handle presentation of this chapter

Major IT Offices

IT staff in 21 cities across more than 20 countries

New York and Princeton 2015

Sao Paolo 40

London 1,371

Singapore 145

Hong Kong69

Tokyo 72

Sydney45

Zurich 42

IT Challenges

Accounting systems upgrades

Basel II

Sarbannes Oxley

Nearshoring

Data Centre Strategy

Risk and positions environment integration

Adoption of new technology

Common components

Infrastructure resiliency

OTC Derivatives

Prime Banking

Spreadsheet reduction (SCRAP)

Aggressive Business Growth Plan

New products – e.g Mortgages

Business Process Re-engineering

Outsourcing

Market / Business Regulatory Technology

IT StructureCIOPhil

Cushmaro

COOAndy Dimitri

Technology Infrastructure Tony Kerrison

Controllers and Risk ITJoan Bader

Firm wide ITMike Bouzane

Asia Pacific IT

John Burns

FID ITTom Cox

EuropeanIT

Magnus Falk

Derivatives IT

Ian GreenEquities ITHank Hyatt

Operations IT

Gerry Muldoon

Private Equity, Prime

Services ITGil Shaked

SystemsArchitect

Steve Yatko

Scale of IT@ CSFB Approx 4,000 IT staff globally, budget $1.3 billion 2,500 applications 10,700+ databases 75 million email messages a month 70 Internet and 1,800 Intranet web sites 12,000 remote access users serviced out of 16 locations Monthly global trading system volume of 15 million tickets Approx 30,000 PCs globally – 27,000 desktops, 3,000 laptops 9,000+ servers globally

What Makes CSFB IT Different? Our investment in the business

Quality of business and IT colleagues

Our investment in IT

Leveraging opportunities across CS Group

New Technologies Web Services – Run-time integration

and service-oriented computing Virtualization - Manage multiple OS

images per host Collaboration – Instant messaging,

desktop video & portals Wireless LAN - Wireless network for

desktop connectivity Blade Computing – CPU’s

consolidated in a shared chassis Remote Workstations - Migrates the

workstation from the end user location to a highly concentrated blade format in the data center

Oracle RAC Clustered database servers for ultra-high availability & scalability

Linux – Open Source operating system providing cost and performance benefits

Grid Computing – Parallel-processing systems

Utility Computing – Automated Infrastructure Management

VoIP - LAN-connected handsets and telephony software

Storage Virtualization Technology - Advanced storage management technologies that permit virtualization of storage resources

Infrastructure Projects $200 million datacentre project – Jan 2005 to Jun 2006 Omni III / XP client and server upgrades – due for completion mid

2005 Instant Messaging and Collaboration Data Retention and Compliance Voice over IP - BAU Blade Technology Grid Computing Open Source Computing (Linux) - BAU Wireless Networking/Mobile Computing (Pervasive Networking) - BAU Virtualization - new

Sample Development Project

System that provides document management support to the credit insurance structuring business

Three tier technology:

First tier Windows XP client

Second tier Windows 2003 Server running .Net

Third tier Oracle database

Due to London, New York and Singapore implementations, it is reliant on global real-time database replication using Oracle Streams

Credit Insurance Structuring (CIS) Deals Database:

Jobs @ CSFB

1. Initiation

2. BusinessAnalysis

3. Systems Analysis &

Design

4. Construction

5. Validation

7. Evaluation

6. Deployment

Developer

Systems ProgrammerApplication

Architect

Data Architect

Database Designer

Testing Specialist

Web Architect

Project Coordinator

Business Analyst

Change Control Specialist

Documentation Analyst

Project Manager

Information Security Analyst

Market Data Specialist

QA Analyst

Infrastructure Engineer

What’s It Like Working at CSFB ?

Truly global

Growing and winning market share

Dynamic and intense – continual change

Leading edge technologies

Surrounded by smart creative people

Progress as rapidly as you can

Work hard, Play hard, have Fun – and get paid for it!

What’s It Really Like Working at CSFB? No boundaries No ties Meritocracy No time serving Responsibilities taken not given The right people in the right place Work/life balance Travel opportunities Charity Involvement Active Networking – professional and social

The Summer IT Internship Programme 11 week summer work experience

Placement according to interests, skills and opportunities

Interns given real work and expected to make a contribution as part of a team

Structured training programme throughout internship— Induction

— Professional Skills Training

— Senior Manager Speaker Series

— Variety of non-classroom based development opportunities

— Social events

Questions?