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Junior Portfolio Management Specialist

2 mesi fa

Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno
Job Summary

You will be part of our Investment Solutions Department, responsible for providing portfolio management and investment advisory services to our clients.

Key Responsibilities
  • Implement indicators and dashboards to provide portfolio managers with up-to-date financial data.
  • Develop tools to monitor stock market positions and carry out data analysis activities.
  • Participate in portfolio analysis, asset allocation proposals, and portfolio construction.
  • Prepare reports, performance files, and other documents for sales campaigns and client meetings.
  • Write commentaries and reports on investment opportunities.
Requirements
  • Postgraduate 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, ability to work independently and in a team, and excellent interpersonal and communication skills.
  • Proactivity, accuracy, desire to learn, and sense of responsibility.
  • Excellent command of IT tools, particularly Power Point, Excel, and Visual Basic.
Language Skills

Italian: native; English: fluent.