Portfolio Management Analyst

1 settimana fa


Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

Investment Solutions Department: Portfolio Management Analyst

We are seeking a highly skilled Portfolio Management Analyst to join our Investment Solutions Department. As a key member of our team, you will work closely with our Portfolio Managers to provide support in the implementation of indicators and dashboards, development of tools to monitor stock market positions, and data analysis activities.

Key Responsibilities:

  • Implement indicators and dashboards to provide Portfolio Managers with continuously updated financial data
  • Develop tools to monitor stock market positions
  • Carry out data analysis activities, market analyses, and researches
  • Prepare PowerPoint presentation documents, reports, and performance files
  • 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
  • Master's 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

Languages:

  • Italian: native
  • English: fluent


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