Financial Analysis Assistant

3 settimane fa


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

We are seeking a highly motivated and detail-oriented individual to join our Investment Solutions Department as a Junior Portfolio Management Analyst. In this role, you will provide comprehensive support to our Portfolio Managers in various tasks, including financial data analysis, tool development, and portfolio monitoring.

Key Responsibilities

- Analyze financial data to develop indicators and dashboards for Portfolio Managers

- Develop tools to monitor stock market positions and track portfolio performance

- Conduct market research and participate in stock selection processes

- Prepare presentation materials, reports, and performance files for sales campaigns and client meetings

- Participate in portfolio analysis and asset allocation proposal reviews

Requirements

- Master's degree in Finance, Economics, or Management Engineering with a focus on financial markets

- 0-2 years of experience in fund administration or asset management

- Proficiency in IT tools, including Power Point, Excel, and Visual Basic

- Excellent analytical, synthesis, and writing skills

Language Skills

- Fluent in English and Italian (native language)

About the Company

CA Indosuez Wealth (Group) is a global leader in wealth management, providing a comprehensive range of services to high net worth individuals and institutional clients.

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