Investment Support Specialist

3 settimane fa

Milano, Italia Altro A tempo pieno

You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional (Single Coverage) Analyst at . Morgan, you will be part of a dynamic team, providing support to Client Advisors in all facets of daily business routine. This role will challenge you to use your communication and relationship management skills, as well as your knowledge in finance, law or business-related subjects. Job responsibilities Monitor client accounts and assist with dailyaccount administration Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting Assist in account opening process and internal preparation to facilitate subsequent investments Manage documentation (Alternatives, Suitability, Investment Parameters, OTC Advises and brokerage accounts trade execution and daily control over trade settlement Liaise with Operations, Client Service Specialist, Supervisory Management, Risk Management and Investor Support teams Support Business Analysts in preparing, reviewing and approving Investment Performance review presentations for Investors to deliver to clients. Assisting in development of marketing pitches and investment ideas presentations.Prepare and review prospect / banking products pitches Maintain risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues Maintain internal account and manage coverage, as well as internal financial reports Required qualifications, capabilities andskills University degree, in finance, law or business related subject (or equivalent) Fluent in English and Italian PowerPoint and Excel expertise required Excellent interpersonal skills, both written and oral Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy Good judgment and problem solving skills Ability to work both independently and as a team player J-18808-Ljbffr

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