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Investment Solutions Analyst

2 mesi fa

Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

Investment Solutions Analyst

As 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 understanding of our business. Your responsibilities will include:

  • Developing and implementing indicators and dashboards to provide Portfolio Managers with up-to-date financial data
  • Designing tools for monitoring stock market positions
  • Conducting data analysis, market research, and participating in the stock selection process
  • Creating PowerPoint presentations, reports, and performance files for sales campaigns and client meetings
  • Contributing to portfolio analysis, asset allocation proposals, and portfolio construction
  • Writing commentaries and reports

With a rapidly changing international environment, this role requires strong multitasking skills, effective communication with key stakeholders, and the ability to meet tight deadlines. This experience will enhance your knowledge of asset allocation and portfolio construction for High or Ultra High Net Worth Individuals, focusing on traditional and innovative investment instruments.