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

  • Investment Solutions Analyst

    2 settimane fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Investment Solutions AnalystAs an Investment Solutions Analyst, you will join our Investment Solutions Department, a key business area for Indosuez Wealth Management, centralizing all portfolio management and investment advisory services for our clients.The role offers the opportunity to work closely with our Portfolio Managers to gain a comprehensive...

  • Investment Solutions Portfolio Management Specialist

    4 settimane fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Investment Solutions Portfolio Management RoleYou 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...

  • Junior Portfolio Management Analyst

    2 settimane fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Job SummaryIndosuez Wealth Management is seeking a highly skilled Junior Portfolio Management Analyst to join our Investment Solutions Department.This is an exciting opportunity for a motivated and detail-oriented professional to work closely with our Portfolio Managers and contribute to the development of innovative financial solutions.

  • Portfolio Management Analyst

    4 settimane fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Investment Solutions Department: Portfolio Management AnalystWe 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...

  • Investment Solutions Specialist

    4 settimane fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    About the RoleYou will be working in 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 support our Portfolio Managers in discovering the full scope of our business.Key...

  • Investment Solutions Portfolio Management Associate

    4 settimane fa

    Milano, Lombardia, Italia Crédit Agricole Group A tempo pieno

    Key Responsibilities:As a Portfolio Management and Investment Advisory Specialist at Crédit Agricole Group, you will work in direct support of our Portfolio Managers to discover the full scope of our business. Your tasks will include: Implementing indicators and dashboards to provide continuously updated financial data to managers Developing tools to...

  • Senior Investment Analyst

    4 settimane fa

    Milano, Lombardia, Italia Page Personnel A tempo pieno

    Key Responsibilities:Sourcing and Due Diligence: Develop relationships with investment managers and placement agents to identify new investment opportunities; conduct rigorous due diligence of asset managers and other investment opportunities; analyze a manager's portfolio, performance, strategy, and team; finalize legal documentation, including coordination...

  • Investment Portfolio Manager

    3 settimane fa

    Milano, Lombardia, Italia PICTET A tempo pieno

    About the Role:Pictet Wealth Management is seeking a skilled Investment Portfolio Manager to join their team.You will be working as part of the Pictet Wealth Management Division's Investment Platform, implementing investment strategies in discretionary mandates.Key Responsibilities:Daily cash management and handling forex transactions.Implementing investment...

  • Senior Investment Analyst

    3 settimane fa

    Milano, Lombardia, Italia Page Personnel A tempo pieno

    Key ResponsibilitiesSource and evaluate investment opportunities through relationships with investment managers and placement agents.Lead due diligence of asset managers and investment opportunities, including qualitative and quantitative analyses.Finalize legal documentation and coordinate with tax and legal teams.Monitor investment portfolios and develop...

  • Investment Portfolio Analyst

    2 settimane fa

    Milano, Lombardia, Italia illimity A tempo pieno

    Investment Opportunities AnalysisAs an Investment Intern at illimity SGR, you will play a key role in the analysis of new investment opportunities and the management of existing assets. Your responsibilities will include conducting financial analyses, due diligence, and the preparation of economic-financial models and business plans. You will also be...

  • Senior Portfolio Strategist

    2 settimane fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Job Title: Junior Portfolio Management AnalystAbout the JobWe are seeking a highly motivated and detail-oriented Junior Portfolio Management Analyst to join our Investment Solutions Department. In this role, you will work closely with our Portfolio Managers to analyze financial data, develop tools, and make data-driven recommendations to optimize portfolio...

  • Senior Real Estate Investment Analyst

    4 settimane fa

    Milano, Lombardia, Italia Page Personnel A tempo pieno

    Job Description:We are seeking a highly skilled Senior Real Estate Investment Analyst to join our team at Page Personnel. As a key member of our investment team, you will be responsible for analyzing investment opportunities, valuing properties, and executing transactions.Key Responsibilities:Investment analysis and valuationPortfolio monitoring and...

  • Investment Data Analyst

    3 settimane fa

    Milano, Lombardia, Italia Point72 Asset Management, L.P A tempo pieno

    Role OverviewWe are seeking a skilled data analyst to join our equity investing team at Point72, L.P. As a key member of our team, you will play a crucial role in driving innovation through the utilization of diverse data sources and systems.As a data analyst embedded in an equity investing team, your primary responsibility will be to analyze a broad...

  • Senior Real Estate Investment Analyst

    4 settimane fa

    Milano, Lombardia, Italia Hines A tempo pieno

    About the RoleWe are seeking a highly motivated Senior Real Estate Investment Analyst to join our Living team in Milan, Italy. The ideal candidate will have a strong academic background in Economics, Finance, or Real Estate and at least one year of experience in a top-tier Real Estate, Private Equity, Investment Banking, or Consulting firm.Key...

  • Investment Banking Analyst

    2 settimane fa

    Milano, Lombardia, Italia Citigroup, Inc. A tempo pieno

    About the RoleWe are seeking a highly motivated Investment Banking Analyst to join our team in Milan. As an analyst, you will be responsible for conducting research and analyzing industry trends related to business development, building financial models, assessing valuation, and exploring corporate finance solutions.This is a 6-month placement opportunity...

  • Investment Banking Senior Analyst

    3 settimane fa

    Milano, Lombardia, Italia Alantra Group A tempo pieno

    Job Title: Investment Banking Senior AnalystAbout Us:Alantra is an international financial services firm with over 650 professionals representing 35 nationalities in 24 offices worldwide. We provide investment banking, alternative asset management, and credit portfolio advisory services to corporations, family-owned companies, and institutional...

  • Financial Portfolio Management Assistant

    3 settimane fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    **Portfolio Management Support Role**We are seeking a skilled Junior Portfolio Management Analyst to join our Investment Solutions Department. The successful candidate will work closely with our Portfolio Managers to provide support in portfolio analysis, asset allocation, and investment advisory services.The ideal candidate will have a strong background in...

  • Senior Investment Manager

    4 settimane fa

    Milano, Lombardia, Italia Deutsche Bank A tempo pieno

    Job Title: Senior Investment ManagerJob Summary:Deutsche Bank is seeking a Senior Investment Manager to join its Wealth Management team in Milan. The successful candidate will be responsible for developing investment proposals for existing and prospective clients, performing cross-asset portfolio reviews, and implementing investment solutions tailored to the...

  • Investment Banking Analyst Position in Milan

    2 settimane fa

    Milano, Lombardia, Italia Citigroup, Inc. A tempo pieno

    Citigroup, Inc. is seeking a talented individual to fill the role of Investment Banking Analyst in our Milan office.We are looking for someone who is passionate about finance and has a strong academic record. The successful candidate will have excellent communication skills, be able to work well in a team environment and have a good understanding of...

  • Renewable Energy Investment Analyst

    1 mese fa

    Milano, Lombardia, Italia Green Recruitment Company A tempo pieno

    Job Title: Renewable Energy Investment AnalystLocation: Milan, Italy (Hybrid)About the Company: Our client is a dynamic renewable investment company with a strategic focus on renewable transactions across Italy and Europe. They operate through both greenfield initiatives and M&A, contributing to the sustainable growth of the renewable energy sector.Position...

Investment Solutions Portfolio Analyst

1 mese fa

Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

Investment Solutions Portfolio Analyst

You will be part of the Investment Solutions Department, a business area that focuses on providing portfolio management and investment advisory services to our clients.

Under the supervision of the Head of Investment Solutions & Portfolio Management, you will work closely with our Portfolio Managers to gain a deeper 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 analyze market trends
  • 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

You will be exposed to a dynamic and rapidly changing international environment, requiring strong multi-tasking skills, effective communication with key stakeholders, and meeting tight deadlines. This experience will provide you with the opportunity to enhance your knowledge of asset allocation and portfolio construction for High or Ultra High Net Worth Individuals, focusing on traditional and innovative investment instruments.