Junior Portfolio Management Analyst

2 settimane fa

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

You will be part of our Investment Solutions Department, a business area that aims to centralize all the portfolio management and investment advisory services offered to our clients.

Key Responsibilities
  • Implement indicators and dashboards to provide portfolio managers with continuously updated financial data.
  • Develop tools to monitor stock market positions.
  • Perform various data analysis activities, market analyses, and researches, participating in the stock selection process.
  • Prepare PowerPoint presentation documents, reports, performance files, etc. for sales campaigns or client meetings and committees.
  • Participate in portfolio analysis, asset allocation proposal analysis, and portfolio construction.
  • Write commentaries and reports.
  • Verify executed orders.
About the Role

This experience will provide you with the opportunity to enhance your knowledge of asset allocation and portfolio construction for clients belonging to the High or Ultra High Net Worth Individuals target, with a focus on both traditional and innovative investment instruments.

Requirements
  • Postgraduate degree - MA/MSc/PhD/Doctorate or equivalent.
  • Master's degree in Finance, Economics, or Management Engineering with a specialization in financial markets.
  • 0-2 years of experience.
  • A previous successful experience in fund administration or asset management will be considered a plus.
Skills
  • Good knowledge of the financial markets and/or the fund industry (Asset allocation/Portfolio management, Financial Products/Securities).
  • Initiative and ability to work both independently and in a team.
  • Good interpersonal and communication skills.
  • Proactivity, accuracy, desire to learn, sense of responsibility.
Technical Skills
  • Training on Bloomberg during a previous experience.
  • Excellent command of IT tools, particularly PowerPoint, Excel, and Visual Basic.
  • Excellent analytical, synthesis, and writing skills.
Language

Italian: native; English: fluent.

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