Client & Financial Data Services Specialist – Wealth & Asset Management

ABOUT THE ROLE Are you curious and ready to take on a new challenge in your career? Would you like to work in a dynamic and collaborative environment, staying in close contact with clients and contributing to the quality and evolution of data services for the Wealth & Asset Management industry? Prometeia offers you a structured growth path within a Group of more than 1.2000 professionals serving over 500 clients in 20 countries worldwide. RESPONSIBILITIES Client & Internal Stakeholder Support Act as a daily point of contact for colleagues across the competence line, Business and IT teams, and external clients. Understand stakeholder needs, collect and formalize functional requirements, and ensure clear communication across all parties involved. Manage operational activities related to data provisioning and analytical data services (e.g., financial analytics, risk metrics, product data) Support coordination activities, including prioritization of client tickets, monitoring progress, and facilitating communication flow among multiple teams Data Quality & Operations Supervise client requests and monitor tasks assigned to various internal teams. Verify the correct functioning of procedures supporting ongoing data processing services. Monitor operational workflows, conduct data quality checks, and support anomaly/ticket handling. Contribute to operational reporting and documentation (KPIs, audit logs, activity tracking). Process Improvement & Coordination Collaborate with Data & Analytics and WAM teams to enhance processes and operational procedures. Participate in initiatives aimed at optimizing service efficiency and delivery. Maintain documentation and keep operational manuals up to date. MAIN REQUIREMENTS Financial Instruments Knowledge Support the analysis and interpretation of financial data related to instruments included in the service scope (bonds, funds, portfolios, benchmarks, and other investable universe elements). Understand key financial and non-financial metrics underlying data services for WAM clients. Technical Literacy (non-development) Basic understanding of information systems and tools used for workflow and process monitoring. Ability to understand technical and data-related workflows without performing software development tasks. PREFERRED REQUIREMENTS Basic knowledge of SQL for simple verification queries. Good command of Microsoft Office tools (especially Excel and PowerPoint). Previous experience in client-facing roles, operations, PMO, customer support, or consulting is a plus. Fluency in English is required. EDUCATION Master’s degree in one of the following fields:Economics and Finance, Mathematical Finance, Statistics, or Management Engineering. SOFT SKILLS Strong communication, interpersonal, and mediation skills when dealing with diverse stakeholders (business, IT, operations, clients). Customer-oriented mindset and ability to manage expectations effectively. Proactive problem-solving approach and ability to handle issues independently. Team-oriented attitude, with strong organizational skills and the ability to collaborate in multidisciplinary environments. Demonstrated interest in financial markets and the Wealth & Asset Management industry LOCATION Bologna WHAT WE OFFER COMPENSATION, WELFARE & BENEFIT Our history and our future are built on the value of our people. Prometeia’s biggest investment is in our people, and it concerns every aspect of professional life. We call it “Total Compensation,” and it is made of three elements: Compensation, consisting of a fixed and a variable component, a Welfare Plan active since 2015 –we were among the first companies in Italy to introduce it–, and Benefits, including all initiatives for the well‑being of our people. REMOTE WORKING Flexibility is an intrinsic value of our approach to work. In Prometeia, remote work is an organizational model grounded in trust. It delivers benefits for work‑life balance, environmental impact, and improved company results through the autonomy and empowerment of people. PEOPLE PROGRAM Our evaluation system is based on the full enhancement of our people and on continuous dialogue as a stimulus for regular, mutual professional and personal growth. Within the projects, several moments are dedicated to transparent discussions between managers and team members. This enables reciprocal, prompt feedback. The process is fully digitized and designed to continuously drive the strategic growth of both the individual and the company. TRAINING Prometeia means continuous training. We provide an average of 11 days of training per year to our people, in person and online. We pay specific attention to younger colleagues, the protagonists of dedicated growth programs, and to the continuous sharing and internal transfer of know-how and skills. On‑the‑job training is also important and is made up of immediate and direct confrontation with the market. WIN/WIN POLICY If you are an employee and recommend a candidate who is later hired, you are eligible for a financial bonus This is an important opportunity to contribute to Prometeia's growth by attracting recognized market professionals and new tech talent. We have completely digitalized the management of our physical and virtual environments through the dedicated app Pr(Home)teia. Access to the office, remote working, workstations, meeting rooms, carpooling... everything is just a click away. COMMUNITY Our Community is highly diverse, as are the skills of the people who are part of it and share its values, as well as the individuals and organizations directly or indirectly involved in our activities. Clients, People of the Group, Alumni, Institutions, Academia, and non‑profit entities with whom we actively cooperate are stakeholders who provide significant value to us in terms of trust and collaboration. DIVERSITY We promote and respect equal opportunities and value differences. Diversity & Inclusion are fundamental values: from the recruitment phase to everyday life, promoted also through dedicated training moments to develop individual sensitivities and uniqueness. IMPACT We take an active, responsible role in the environment, territories, and communities where we operate. Our Headquarters in Bologna has earned LEED Gold Certification, one of the highest awards recognizing the building's efficiency in energy and water savings, CO2 emissions reduction, and improvements in the ecological quality of interiors, materials, and resources. In the Sustainability Report, we outline the results achieved across the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda, drafted by the UN in 2016, which we have supported since 2020. Any questions?Get in touch with our team WEALTH MANAGEMENT& FINANCIAL DISTRIBUTION #J-18808-Ljbffr