Client & Financial Data Services Specialist - Wealth & Asset Management

Client & Financial Data Services Specialist – Wealth & Asset Management

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?
Client & Internal Stakeholder Support
Act as a daily point of contact for colleagues across the competence line, Business and IT teams, and external clients.
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)

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


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

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 task


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.Economics and Finance, Mathematical Finance, Statistics or Management Engineering.

Strong communication, interpersonal, and mediation skills when dealing with diverse stakeholders (business, IT, operations, clients)
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

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

In Prometeia, remote working is an organizational method based on trust. It results in benefits in terms of work/life balance, impact on the environment and optimization of company results through autonomy and empowerment of people.

Within the projects, several moments are dedicated to transparent discussions between managers and team members. TRAINING

Prometeia means continuous training. We provide an average of 11 days of training per year to our people, in person and online. On-the-job training is also important and is made of immediate and direct confrontation with the market.

This is an important opportunity to contribute to the growth of Prometeia as a whole, by attracting acknowledged market professionals and new tech talents.

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.

Our Community is highly diverse, as are the skills of the people who are part of it and who share its values, and the individuals and organizations directly or indirectly involved in our activities. Diversity & Inclusion are fundamental values: from the recruitment phase to everyday life, promoted also through dedicated training moments to develop individual sensitivities and uniqueness.

We responsibly take an active role towards the environment, territories and communities we operate in. Our Headquarter in Bologna has obtained the Leed Gold Certification, one of the highest awards recognizing the efficiency of the building in terms of energy and water savings, CO2 emissions reduction, and improvement of the ecological quality of interiors, materials and resources. In the Sustainability Report we outline the results achieved within the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda drafted by the UN in 2016, that we have been supporting since 2020.