Portfolio Management Analyst

4 settimane fa


Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

Job Summary

You will work in direct support of our Portfolio Managers to discover the full scope of our business. Your tasks will include:

• Implementing indicators and dashboards to provide managers with continuously updated financial data

• Developing tools to monitor stock market positions

• Conducting data analysis activities, market analyses, and researches, participating in the stock selection process

• Preparing PowerPoint presentation documents, reports, performance files, etc. for sales campaigns or client meetings and committees

• Participating in portfolio analysis, asset allocation proposal analysis, and portfolio construction

• Writing commentaries and reports

• Checking executed orders

This experience will provide you with the opportunity to 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.

Required Skills

• Good knowledge of the financial markets and/or the fund industry (Asset allocation/Portfolio management, Financial Products/Securities)

• Initiative and ability to work both independently and in a team

• Good interpersonal and communication skills

• Proactivity, accuracy, desire to learn, sense of responsibility

Technical Skills Required

• Excellent command of IT tools, in particular Power Point, Excel, and Visual Basic

• Excellent analytical, synthesis, and writing skills

Language

Italian: native; English: fluent



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