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Junior Portfolio Management Analyst

2 mesi fa

Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

About the Role

You will be part of our Investment Solutions Department, a key business area that centralizes all portfolio management and investment advisory services for our clients.

Under the supervision of the Head of Investment Solutions & Portfolio Management, you will work closely with our Portfolio Managers to gain a comprehensive understanding of our business.

Key responsibilities include:

  • Developing and implementing indicators and dashboards to provide Portfolio Managers with up-to-date financial data
  • Creating tools to monitor stock market positions
  • Conducting data analysis, market research, and participating in stock selection processes
  • Preparing PowerPoint presentation documents, reports, and performance files for sales campaigns and client meetings
  • Participating in portfolio analysis, asset allocation proposal analysis, and portfolio construction
  • Writing commentaries and reports
  • Verifying executed orders

This role offers the opportunity to work in a dynamic and rapidly changing international environment, requiring strong multi-tasking skills, effective communication with key stakeholders, and meeting tight deadlines.

By taking on this challenge, you will enhance your knowledge of asset allocation and portfolio construction for High or Ultra High Net Worth Individuals, focusing on traditional and innovative investment instruments.