Junior Investment Advisor

2 settimane fa


Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

About the Role:

As a Junior Investment Advisor - Portfolio Management at Indosuez Wealth Management, you will play a key role in supporting Senior Investment Advisors in their daily interactions with Wealth Managers to provide investment advisory services.

Key Responsibilities:

  • Analyze asset allocation proposals to ensure alignment with client objectives
  • Monitor financial markets to provide market and financial analysis, utilizing advanced Excel files and PowerPoint presentations
  • Prepare in-depth analysis, comments, and reports containing operational guidelines to support Investment Advisors
  • Monitor portfolios and positions daily to adjust them according to the Investment Committee's decisions
  • Manage the operational aspects of investments and reporting as agreed with clients
  • Oversee the operational management of the Product Catalogue

About You:

We are seeking a highly motivated and detail-oriented individual with a Master's degree in Finance, Economics, or Management Engineering, specializing in financial markets. You should have a good understanding of the financial markets and/or the fund industry, with experience in asset allocation and portfolio management. Proficiency in Bloomberg and advanced Excel skills are highly desirable. Excellent analytical, synthesis, and writing skills are essential, as well as the ability to work independently and as part of a team. Fluency in Italian and English or French is required.

What We Offer:

As a Junior Investment Advisor - Portfolio Management, you will have the opportunity to work in a challenging and rapidly changing international environment, developing your knowledge of all products and services offered to High or Ultra High Net Worth Individuals. You will be exposed to a wide range of financial instruments and will have the chance to enhance your skills in financial analysis and portfolio management.



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