Client & Financial Data Services Specialist – Wealth & Asset Management

Are you curious and ready to accept a new challenge in your career? Are you eager to join a dynamic company and bring innovation through your work and skills?

Prometeia offers you opportunities for growth and training in a Group with over 1000 professionals working for more than 500 clients in 20 countries around the world.

Client & Financial Data Services Specialist – Wealth & Asset Management

Are 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 professionals serving over 500 clients in 20 countries worldwide.

RESPONSIBILITIES

Client & 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 teams

Data 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 date

MAIN REQUIREMENTS

Financial 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 clients

Technical 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 task

PREFERRED 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.Shape

EDUCATION

Master'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 industry

LOCATION

Bologna

WHAT WE OFFER:
COMPENSATION, WELFARE & BENEFIT
Our history, as well as the future, is based on the value of our people. The biggest investment at Prometeia is in our people, and it concerns every aspect of professional life. We call it 'Total Compensation' and is made up of Compensation - consisting of a fixed and a variable component -, an important Welfare Plan, active since 2015 – we have been among the first to introduce it in Italy - and Benefits, which include all the initiatives undertaken for the well-being of our people.

REMOTE WORKING
Flexibility is an intrinsic value of the way we work. At Prometeia, smart working is an organizational method based on trust, which 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 PROGRAM
Our evaluation system is based on the full enhancement of people and their continuous dialogue as a stimulus for regular, mutual professional and personal growth. Transparent discussions between managers and team members are set up within the projects, where reciprocal and timely feedback is exchanged. The process is fully digitalized and aimed at continuously improving the development trajectory of the individual and the company.

TRAINING
Prometeia means ongoing training. We provide an average of 11 days of training per year to our people, in person and online. Particular attention is paid to younger colleagues, who are the protagonists of dedicated growth programs, and to the continuous sharing and internal transfer of know-how and skills. On-the-job training is also important, through immediate and direct confrontation with the market.

WIN/WIN POLICY
If you are one of our employees, and you recommend a person who is later recruited, you are entitled to a financial bonus This is an important opportunity to contribute to the growth of Prometeia as a whole, by attracting acknowledged market professionals and new tech talents.

PHYGITAL MANAGEMENT
Through the dedicated app Pr(Home)teia, we have completely digitalized and integrated the management of our physical and virtual environments. Access to the office, smart working, workstations, meeting rooms, car pooling... everything is just a click away.

COMMUNITY
Our Community is extremely diverse, as are the skills of the people who are part of it and who share its values, and the individuals and organizations that are directly or indirectly involved in our activities. Clients, People of the Group, Alumni, Institutions, Academia, non-profit entities with which we actively collaborate, are stakeholders representing a great value for us, in terms of trust and collaboration.

DIVERSITY
We promote and respect equal opportunities and consider differences as a value. Diversity & Inclusion are fundamental values: from the selection phase to everyday life, also through dedicated training moments to develop individual sensitivities and unicities.

IMPACT
We responsibly take an active role towards the environment, the territories and the communities in which we operate. Our Headquarter in Bologna has obtained the Leed Gold Certification, one of the highest awards that recognizes the performance of the building in terms of energy and water savings, reduction of CO2 emissions, improvement of the ecological quality of the interior, materials and resources used. In the Sustainability Report we report the results achieved within the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda that, drafted by the United Nations in 2016, we have been supporting since 2020.