Client & Financial Data Services Specialist – Wealth & Asset Management

Client & Financial Data Services Specialist – Wealth & Asset ManagementAre you curious and ready to take on a new challenge in your career? Would you like to work in a dynamic and collaborative environment, staying in close contact with clients and contributing to the quality and evolution of data services for the Wealth & Asset Management industry?Prometeia offers you a structured growth path within a Group of more than 1.2000 professionals serving over 500 clients in 20 countries worldwide.RESPONSIBILITIESClient & Internal Stakeholder Support- Act as a daily point of contact for colleagues across the competence line, Business and IT teams, and external clients.- Understand stakeholder needs, collect and formalize functional requirements, and ensure clear communication across all parties involved.- Manage operational activities related to data provisioning and analytical data services (e.g., financial analytics, risk metrics, product data)- Support coordination activities including prioritization of client tickets, monitoring progress, and facilitating communication flow among multiple teamsData Quality & Operations- Supervise client requests and monitor tasks assigned to various internal teams- Verify the correct functioning of procedures supporting ongoing data processing services- Monitor operational workflows, conduct data quality checks, and support anomaly/ticket handling- Contribute to operational reporting and documentation (KPIs, audit logs, activity tracking)Process Improvement & Coordination- Collaborate with Data & Analytics and WAM teams to enhance processes and operational procedures- Participate in initiatives aimed at optimizing service efficiency and delivery- Maintain documentation and keep operational manuals up to dateMAIN REQUIREMENTSFinancial Instruments Knowledge- Support the analysis and interpretation of financial data related to instruments included in the service scope (bonds, funds, portfolios, benchmarks, and other investable universe elements)- Understand key financial and non-financial metrics underlying data services for WAM clientsTechnical Literacy (non-development)- Basic understanding of information systems and tools used for workflow and process monitoring- Ability to understand technical and data-related workflows without performing software development taskPREFERRED REQUIREMENTS- Basic knowledge of SQL for simple verification queries- Good command of Microsoft Office tools (especially Excel and PowerPoint)- Previous experience in client-facing roles, operations, PMO, customer support, or consulting is a plus.- Fluency in English is required.ShapeEDUCATIONMaster’s degree in one of the following fields:Economics and Finance, Mathematical Finance, Statistics or Management Engineering.SOFT SKILLS- Strong communication, interpersonal, and mediation skills when dealing with diverse stakeholders (business, IT, operations, clients)- Customer-oriented mindset and ability to manage expectations effectively- Proactive problem-solving approach and ability to handle issues independently- Team-oriented attitude, with strong organizational skills and the ability to collaborate in multidisciplinary environments- Demonstrated interest in financial markets and the Wealth & Asset Management industryLOCATIONBolognaWHAT WE OFFER:COMPENSATION, WELFARE & BENEFITOur history, as well as our future, is based on the value of our people. Prometeia’s biggest investment is in our people and it concerns every aspect of professional life. We call it “Total Compensation” and it is made of three elements: Compensation, consisting of a fixed and a variable component, a Welfare Plan active since 2015 –we were among the first companies in Italy to introduce it–, and Benefits, including all initiatives for the well-being of our people.REMOTE WORKINGFlexibility is an intrinsic value of our way of working. In Prometeia, remote working is an organizational method based on trust. It results in benefits in terms of work/life balance, impact on the environment and optimization of company results through autonomy and empowerment of people.PEOPLE PROGRAMOur evaluation system is based on the full enhancement of our people and on continuous dialogue as a stimulus for regular, mutual professional and personal growth. Within the projects, several moments are dedicated to transparent discussions between managers and team members. This allows for reciprocal and prompt feedback. The process is fully digitalized and aimed at continuously improving the strategic growth of both the individual and the company.TRAININGPrometeia means continuous training. We provide an average of 11 days of training per year to our people, in person and online. We pay specific attention to younger colleagues, the protagonists of dedicated growth programs, and to the continuous sharing and internal