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Portfolio Management Analyst

2 mesi fa

Milano, Lombardia, Italia Crédit Agricole Group A tempo pieno

Job Summary

As a Portfolio Management Analyst at Crédit Agricole Group, you will play a key role in supporting our Investment Solutions Department. This team is responsible for providing portfolio management and investment advisory services to our clients.

Key Responsibilities

  • Work closely with Portfolio Managers to develop and implement indicators and dashboards that provide real-time financial data.
  • Contribute to the development of tools to monitor stock market positions and perform data analysis activities.
  • Participate in market analyses and research, and assist in the stock selection process.
  • Prepare high-quality reports, presentations, and performance files for sales campaigns and client meetings.
  • Collaborate with the team to analyze asset allocation proposals and construct portfolios.
  • Write commentaries and reports on investment opportunities.
  • Verify executed orders and ensure accuracy.

Requirements

  • Strong analytical and problem-solving skills.
  • Ability to work in a fast-paced environment and meet tight deadlines.
  • Excellent communication and interpersonal skills.
  • Proficiency in data analysis and financial modeling.

About Crédit Agricole Group

Crédit Agricole Group is a leading financial institution that provides a wide range of financial services to individuals, businesses, and institutions. Our Investment Solutions Department is a key area of focus, and we are seeking a talented individual to join our team.