Wealth and Asset Management Consultant

6 giorni fa

Bologna, Emilia-Romagna, Italia Prometeia A tempo pieno

Are you driven by curiosity and eager to contribute to a vibrant organization where your skills can foster innovation?

Prometeia presents you with avenues for professional development and training within a group of over 1000 experts serving more than 500 clients across 20 countries globally.

As a prominent player in Enterprise Risk Management and Wealth & Asset Management solutions in Europe, Prometeia is on the lookout for a professional to become part of teams focused on business intelligence, data analysis, and consulting for banking processes tailored to both domestic and international financial institutions.

PRIMARY RESPONSIBILITIES:
  • Conducting analysis and benchmarking of investment offerings concerning performance, structure, and ESG criteria.
  • Providing analytical support for the operational workflows of financial intermediaries.
  • Reviewing and analyzing industry regulations.
  • Performing fundamental analysis of specific investment initiatives.
  • Executing audits of valuation methodologies.
  • Engaging with clients and contributing to the preparation of business proposals and the exploration of new business opportunities.
QUALIFICATIONS AND EXPERIENCE:
  • A minimum of 2-3 years of experience in consulting or Fintech firms, particularly in Asset Management for financial intermediaries and SGRs.
  • A bachelor's or master's degree with commendable grades in economic-financial or management engineering fields.
  • Proficiency in MS OFFICE applications and relational database management.
  • Strong command of English; knowledge of an additional foreign language is advantageous.
KEY SOFT SKILLS:
  • Exceptional diagnostic and problem-solving abilities.
  • Effective communication and organizational skills.
  • Strong time management skills and a collaborative mindset.
WORK LOCATION:

Milan/Bologna

WHAT WE PROVIDE: COMPENSATION, WELFARE & BENEFITS

Our legacy and future are anchored in the value of our workforce. The most significant investment at Prometeia is in our people, encompassing every facet of professional life. We refer to this as 'Total Compensation,' which includes both fixed and variable components, a comprehensive Welfare Plan initiated in 2015, and various Benefits aimed at enhancing the well-being of our employees.

SMART WORKING

Flexibility is a core principle of our operational approach. At Prometeia, smart working is an organizational method rooted in trust, yielding advantages in work/life balance, environmental impact, and overall company performance through the autonomy and empowerment of our personnel.

PEOPLE PROGRAM

Our evaluation framework emphasizes the full development of individuals and encourages ongoing dialogue as a catalyst for mutual professional and personal growth. Transparent discussions between managers and team members are established within projects, facilitating reciprocal and timely feedback. This process is entirely digitalized and focused on enhancing the developmental trajectory of both the individual and the organization.

TRAINING

At Prometeia, continuous training is paramount. We provide an average of 11 days of training annually to our staff, both in-person and online. Special emphasis is placed on younger colleagues, who benefit from dedicated growth programs, as well as on the ongoing sharing and internal transfer of knowledge and skills. On-the-job training is also crucial, allowing for immediate and direct engagement with the market.

WIN/WIN POLICY

If you are part of our workforce and recommend a candidate who is subsequently hired, you will receive a financial bonus. This presents a valuable opportunity to contribute to the overall growth of Prometeia by attracting recognized market professionals and emerging tech talents.

PHYGITAL MANAGEMENT

Through our dedicated app, Pr(Home)teia, we have fully digitalized and integrated the management of our physical and virtual environments. Access to the office, smart working, workstations, meeting rooms, and carpooling are all just a click away.

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