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Junior Portfolio Management Analyst

2 mesi fa


Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno
Job Summary

We are seeking a highly motivated and detail-oriented Junior Portfolio Management Analyst to join our Investment Solutions Department. As a key member of our team, you will work closely with our Portfolio Managers to support the implementation of indicators and dashboards, develop tools to monitor stock market positions, and conduct data analysis activities.

Key Responsibilities
  • Implement financial data dashboards and indicators to support portfolio management decisions
  • Develop tools to monitor stock market positions and analyze market trends
  • Conduct data analysis and research to support portfolio construction and asset allocation
  • Prepare reports and presentations for sales campaigns and client meetings
  • Participate in portfolio analysis and asset allocation proposals
Requirements
  • 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 financial markets and/or the fund industry
  • Initiative, ability to work independently and in a team, and excellent communication skills
About Us

Indosuez Wealth Management is a global wealth management brand of the Crédit Agricole group, offering a comprehensive approach to wealth management. Our teams provide expert advice and exceptional service to support our clients in protecting and developing their wealth.