Portfolio Management Analyst

1 settimana fa


Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

About the Role

We are seeking a highly skilled 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 provide expert analysis and support in the development of investment strategies.

Key Responsibilities

  • Implement indicators and dashboards to provide Portfolio Managers with up-to-date financial data
  • Develop tools to monitor stock market positions and analyze market trends
  • Conduct data analysis, market research, and participate in stock selection processes
  • Prepare high-quality reports, presentations, and performance files for sales campaigns and client meetings
  • Participate in portfolio analysis, asset allocation proposals, and portfolio construction
  • Write commentaries and reports on investment performance
  • Verify executed orders and ensure accuracy

About the Team

You will be part of a dynamic and international team, working in a fast-paced environment that requires strong analytical skills, attention to detail, and effective communication. This role offers a unique opportunity to enhance your knowledge of asset allocation and portfolio construction, with a focus on traditional and innovative investment instruments.

What We Offer

As a Portfolio Management Analyst at Indosuez Wealth Management, you will have the opportunity to work with a talented team, develop your skills, and contribute to the success of our clients. We offer a competitive compensation package, a dynamic work environment, and opportunities for professional growth and development.



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