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Junior Portfolio Management Analyst

2 mesi fa

Milano, Lombardia, Italia CA Indosuez Wealth (Group) A tempo pieno
Job Description

Company: CA Indosuez Wealth (Group)

Job Title: Junior Portfolio Management Analyst

Business Type: Investment Banking and Financial Services

Job Summary:

We are seeking a highly motivated and detail-oriented Junior Portfolio Management Analyst to join our Investment Solutions Department. As a Junior Portfolio Management Analyst, you will work closely with our Portfolio Managers to support the implementation of indicators and dashboards, develop tools to monitor stock market positions, and conduct data analysis activities, market analyses, and researches.

Key Responsibilities:

  • Implement indicators and dashboards to provide Portfolio Managers with continuously updated financial data
  • Develop tools to monitor stock market positions
  • Conduct data analysis activities, market analyses, and researches
  • Prepare PowerPoint presentation documents, reports, performance files, etc.
  • Participate in portfolio analysis, asset allocation proposals, and portfolio construction
  • Write commentaries and reports
  • Check executed orders

Requirements:

  • Postgraduate degree in Finance, Economics, or Management Engineering with a specialization in financial markets
  • 0-2 years of experience in fund administration or asset management
  • Good knowledge of financial markets and/or the fund industry
  • Initiative and ability to work independently and in a team
  • Good interpersonal and communication skills
  • Proactivity, accuracy, desire to learn, and sense of responsibility

Technical Skills:

  • Excellent command of IT tools, particularly PowerPoint, Excel, and Visual Basic
  • Excellent analytical, synthesis, and writing skills

Language Skills:

Italian: native; English: fluent