Junior Portfolio Management Analyst

2 settimane fa

Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

Job Summary

You will join our Investment Solutions Department, a business area that aims to centralize all the portfolio management and investment advisory services offered to our clients.

Key Responsibilities

  • Work on the implementation of indicators and dashboards providing the managers with continuously updated financial data
  • Develop tools to monitor stock market positions
  • Carry out various data analysis activities, market analyses and researches, also participating in the stock selection process
  • Prepare PowerPoint presentation documents, reports, performance files, etc. intended for sales campaigns or for clients meetings and committees
  • Participate in portfolio analysis, in the analysis of asset allocation proposals and in portfolio construction
  • Write commentaries and reports
  • Check executed orders

About the Role

This is a challenging and rapidly changing international environment that requires multi-tasking skills, relating to multiple key people within the organization, and meeting tight deadlines.

What You Will Gain

  • Enhance your knowledge of asset allocation and portfolio construction for clients belonging to the High or Ultra High Net Worth Individuals target, with a focus on both traditional and innovative investment instruments.
  • Develop your skills in financial markets and/or the fund industry, including asset allocation, portfolio management, and financial products/securities.

Requirements

  • Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent
  • Master's degree in Finance, Economics or Management Engineering with a specialization in financial markets
  • 0-2 years of experience in fund administration or asset management
  • Good knowledge of the financial markets and/or the fund industry
  • Initiative and ability to work both independently and in a team
  • Good interpersonal and communication skills
  • Proactivity, accuracy, desire to learn, sense of responsibility
  • Excellent command of IT tools, particularly Power Point, Excel and Visual Basic
  • Excellent analytical, synthesis and writing skills
  • Italian: native; English: fluent

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