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Junior Investment Advisor

2 mesi fa

Milano, Lombardia, Italia Crédit Agricole Group A tempo pieno
About the Role

We are seeking a highly skilled Junior Investment Advisor to join our team at Crédit Agricole Group. As a key member of our Advisory Team, you will support Senior Investment Advisors in their daily contact with Wealth Managers on the provision of investment advisory services.

Main Responsibilities
  • Analyze asset allocation proposals and provide recommendations for optimal portfolio construction.
  • Monitor financial markets and provide market and financial analysis to support investment decisions.
  • Prepare in-depth analysis, comments, and reports containing operational guidelines for investment proposals.
  • Monitor portfolios and positions on a daily basis to ensure alignment with Investment Committee decisions.
  • Manage the operational aspects of investments and reporting as agreed with clients.
  • Take care of the operational management of the Product Catalogue.
About You

We are looking for a highly motivated and detail-oriented individual with a strong background in finance and economics. You should have a Master's degree in Finance, Economics, or Management Engineering with a specialization in financial markets.

Key qualifications include:

  • Good knowledge of the financial markets and/or the fund industry (Asset allocation/Portfolio management, Financial Products/Securities).
  • Experience with Bloomberg and proficiency in IT tools, particularly Power Point and Excel.
  • Excellent analytical, synthesis, and writing skills.
  • Ability to work independently and as part of a team.
  • Fluency in Italian and proficiency in English or French.

We value individuals with a strong sense of responsibility, proactivity, and a desire to learn and grow with our organization.