Junior Portfolio Management Specialist
1 giorno fa
You will be part of our Investment Solutions Department, which aims to centralize all portfolio management and investment advisory services for our clients. Under the supervision of the Head of Investment Solutions & Portfolio Management, you will work closely with our Portfolio Managers to gain a deep understanding of our business. Your responsibilities will include:
Key Responsibilities- Developing and implementing indicators and dashboards to provide Portfolio Managers with up-to-date financial data
- Creating tools to monitor stock market positions and analyze market trends
- Conducting data analysis, market research, and participating in stock selection processes
- Preparing presentation documents, reports, and performance files for sales campaigns and client meetings
- Participating in portfolio analysis, asset allocation proposal analysis, and portfolio construction
- Writing commentaries and reports on investment opportunities and portfolio performance
- Verifying executed orders and ensuring compliance with investment guidelines
This role offers a challenging and dynamic international environment, requiring strong multi-tasking skills, effective communication with key stakeholders, and meeting tight deadlines. You will have the opportunity to enhance your knowledge of asset allocation and portfolio construction for High and Ultra High Net Worth Individuals, focusing on traditional and innovative investment instruments.
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Junior Portfolio Management Specialist
3 giorni fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob SummaryWe are seeking a highly motivated and detail-oriented Junior Portfolio Management Analyst to join our Investment Solutions Department. As a key member of our team, you will work closely with our Portfolio Managers to provide exceptional support and contribute to the success of our clients.Key ResponsibilitiesImplement indicators and dashboards to...
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Junior Portfolio Management Specialist
2 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob SummaryWe are seeking a highly motivated and detail-oriented Junior Portfolio Management Analyst to join our Investment Solutions Department. As a key member of our team, you will work closely with our Portfolio Managers to provide exceptional support and contribute to the success of our clients.Key ResponsibilitiesImplement indicators and dashboards to...
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Junior Portfolio Management Specialist
1 settimana fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob SummaryWe are seeking a highly motivated and detail-oriented Junior Portfolio Management Analyst to join our Investment Solutions Department. As a key member of our team, you will work closely with our Portfolio Managers to provide exceptional support and contribute to the success of our clients.Key ResponsibilitiesImplement indicators and dashboards to...
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Junior Portfolio Management Specialist
5 giorni fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob SummaryWe are seeking a highly motivated and detail-oriented Junior Portfolio Management Analyst to join our Investment Solutions Department. As a key member of our team, you will work closely with our Portfolio Managers to provide exceptional support and contribute to the success of our clients.Key ResponsibilitiesImplement indicators and dashboards to...
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Junior Portfolio Management Specialist
2 giorni fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoUnlock Your Potential in Investment SolutionsIndosuez Wealth Management is seeking a talented Junior Portfolio Management Analyst to join our Investment Solutions Department. As a key member of our team, you will work closely with our Portfolio Managers to gain a deep understanding of our business and develop your skills in portfolio management and...
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Junior Portfolio Management Analyst
1 mese fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob SummaryWe are seeking a highly motivated and detail-oriented Junior Portfolio Management Analyst to join our Investment Solutions Department at Indosuez Wealth Management. As a key member of our team, you will work closely with our Portfolio Managers to provide exceptional support and contribute to the success of our business.Key...
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Junior Portfolio Management Analyst
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob SummaryWe are seeking a highly motivated and detail-oriented Junior Portfolio Management Analyst to join our Investment Solutions Department. As a key member of our team, you will work closely with our Portfolio Managers to support the implementation of indicators and dashboards, develop tools to monitor stock market positions, and conduct data analysis...
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Junior Portfolio Management Specialist
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob SummaryYou will be part of our Investment Solutions Department, responsible for providing portfolio management and investment advisory services to our clients.Key ResponsibilitiesImplement 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...
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Junior Portfolio Management Analyst
2 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob SummaryAs a Junior Portfolio Management Analyst at Indosuez Wealth Management, you will play a key role in supporting our Portfolio Managers in their daily activities. Your primary responsibility will be to work on the implementation of indicators and dashboards that provide continuously updated financial data to our managers.Key ResponsibilitiesDevelop...
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Junior Portfolio Management Specialist
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoAbout the RoleYou will be part of our Investment Solutions Department, a key business area that centralizes all portfolio management and investment advisory services for our clients.Under the supervision of the Head of Investment Solutions & Portfolio Management, you will work closely with our Portfolio Managers to gain a comprehensive understanding of our...
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Junior Investment Advisor
2 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoAbout 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 objectivesMonitor...
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Junior Investment Advisor
1 mese fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoAbout 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 objectivesMonitor...
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Junior Portfolio Management Analyst
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoAbout the RoleYou will be part of our Investment Solutions Department, a key business area that centralizes all portfolio management and investment advisory services for our clients.Under the supervision of the Head of Investment Solutions & Portfolio Management, you will work closely with our Portfolio Managers to gain a comprehensive understanding of our...
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Junior Portfolio Management Analyst
2 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob SummaryYou 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 ResponsibilitiesImplement indicators and dashboards to provide portfolio managers with continuously updated financial data.Develop tools to monitor stock market...
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Junior Portfolio Management Analyst
2 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob SummaryYou will join our Investment Solutions Department, a business area that aims to centralize all the portfolio management and investment advisory services offered to our clients.Key ResponsibilitiesWork on the implementation of indicators and dashboards providing the managers with continuously updated financial dataDevelop tools to monitor stock...
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Portfolio Management Analyst
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoBusiness TypeWe are seeking a talented Portfolio Management Analyst to join our Investment Solutions Department, a business area that aims to centralize all the portfolio management and investment advisory services offered to our clients.As a Portfolio Management Analyst, you will work in direct support of our Portfolio Managers to discover the full scope of...
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Portfolio Management Analyst
3 giorni fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoAbout the RoleWe are seeking a highly skilled Portfolio Management Analyst to join our Investment Solutions Department. As a key member of our team, you will work closely with our Portfolio Managers to provide expert analysis and support in the implementation of investment strategies.Key ResponsibilitiesDevelop and maintain financial models and dashboards to...
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Portfolio Management Analyst
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoUnlock Your Potential in Investment SolutionsIndosuez Wealth Management is seeking a talented Portfolio Management Analyst to join our Investment Solutions Department. As a key member of our team, you will work closely with our Portfolio Managers to deliver exceptional results and drive business growth.Key Responsibilities:Develop and implement indicators...
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Portfolio Management Analyst
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoInvestment Solutions DepartmentYou will be part of our Investment Solutions Department, responsible for providing portfolio management and investment advisory services to our clients.Key ResponsibilitiesImplement indicators and dashboards to provide Portfolio Managers with up-to-date financial dataDevelop tools to monitor stock market positionsConduct data...
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Portfolio Management Analyst
1 settimana fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoAbout the RoleWe are seeking a highly skilled Portfolio Management Analyst to join our Investment Solutions Department. As a key member of our team, you will work closely with our Portfolio Managers to provide expert analysis and support in the development of investment strategies.Key ResponsibilitiesImplement indicators and dashboards to provide Portfolio...