Financial Analysis Assistant
3 settimane fa
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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