Junior Portfolio Management Specialist

1 giorno fa


Milano, Lombardia, Italia Crédit Agricole Group A tempo pieno
Portfolio Management Analyst Role

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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