Lavori attuali relativi a Junior Portfolio Management Analyst - Milano, Lombardia - Indosuez Wealth Management

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    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

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    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

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    3 giorni fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

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Junior Portfolio Management Analyst

2 mesi fa

Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno
About the Role

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 provide critical support to our Portfolio Managers in the implementation of indicators and dashboards, development of tools to monitor stock market positions, and analysis of financial data.

Key Responsibilities
  • Implement indicators and dashboards to provide Portfolio Managers with continuously updated financial data
  • Develop tools to monitor stock market positions and analyze financial data
  • Conduct data analysis activities, market analyses, and researches to support portfolio construction and asset allocation
  • Prepare PowerPoint presentation documents, reports, and performance files for sales campaigns and client meetings
  • Participate in portfolio analysis, asset allocation proposal analysis, and portfolio construction
  • Write commentaries and reports to support investment decisions
  • Verify executed orders and ensure accuracy of financial data
Requirements
  • Master's degree in Finance, Economics, or Management Engineering with a specialization in financial markets
  • Previous experience in fund administration or asset management is a plus
  • Excellent knowledge of financial markets and/or the fund industry
  • Strong analytical, synthesis, and writing skills
  • Proficiency in IT tools, including Power Point, Excel, and Visual Basic
  • Fluency in English and Italian
About Us

Indosuez Wealth Management is a global wealth management brand of the Crédit Agricole group, ranking 10th in the world by assets under management. With over 145 years of experience, we provide a continuum of services and offers to high net worth individuals, families, entrepreneurs, and professional investors worldwide. Our team of 4,500 professionals in 16 different territories offers a unique blend of human and international dimensions.