Investment Solutions Portfolio Management Specialist

4 settimane fa


Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

Investment Solutions Portfolio Management Role

You will be part of the Investment Solutions Department, a 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 deep understanding of our business. Your responsibilities will include:

• Developing and implementing indicators and dashboards to provide Portfolio Managers with up-to-date financial data

• Creating tools to monitor stock market positions and support investment decisions

• Conducting data analysis, market research, and participating in stock selection processes

• Preparing presentation documents, reports, and performance files for sales campaigns and client meetings

• Contributing to portfolio analysis, asset allocation proposals, and portfolio construction

• Writing commentaries and reports on investment activities

• Verifying executed orders and ensuring compliance with investment strategies

This role offers a challenging and dynamic international environment, requiring strong multi-tasking skills, effective communication with key stakeholders, and meeting tight deadlines. You will have the opportunity to enhance your knowledge of asset allocation and portfolio construction for High and Ultra High Net Worth Individuals, focusing on traditional and innovative investment instruments.



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