Investment Professional

6 giorni fa

Milano, Lombardia, Italia JPMorganChase A tempo pieno 30.000 € - 60.000 € all'ano
Description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As an Investment Professional (Single Coverage) Analyst at J.P. Morgan, you will be part of a dynamic team, providing support to Client Advisors in all facets of daily business routine. You will have the opportunity to work in a team-oriented environment with various stakeholders, ensuring an exceptional level of client satisfaction. This role will challenge you to use your communication and relationship management skills, as well as your knowledge in finance, law or business-related subjects.

Job responsibilities

  • Monitor client accounts and assist with daily account administration

  • Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting

  • Assist in account opening process and internal preparation to facilitate subsequent investments

  • Manage documentation (Alternatives, Suitability, Investment Parameters, OTC etc.)

  • Advises and brokerage accounts trade execution and daily control over trade settlement

  • Liaise with Operations, Client Service Specialist, Supervisory Management, Risk Management and Investor Support teams

  • Support Business Analysts in preparing, reviewing and approving Investment Performance review presentations for Investors to deliver to clients. Assisting in development of marketing pitches and investment ideas presentations. Prepare and review prospect/banking products pitches

  • Maintain risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues

  • Maintain internal account and manage coverage, as well as internal financial reports

Required qualifications, capabilities and skills

  • University degree, in finance, law or business related subject (or equivalent)

  • Fluent in English and Italian 

  • PowerPoint and Excel expertise required

  • Excellent interpersonal skills, both written and oral

  • Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy

  • Good judgment and problem solving skills

  • Ability to work both independently and as a team player

  • Investment Professional

    1 giorno fa

    Milano, Lombardia, Italia JPMorgan Chase A tempo pieno 40.000 € - 80.000 € all'ano

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other...

  • Investment specialist

    5 giorni fa

    Milano, Lombardia, Italia Generali A tempo pieno 80.000 € - 140.000 € all'ano

    The Investment Governance & Analytics' team seats in Generali Investments Holding under the Chief of Investment function. The mission of the team is defining and maintaining the investment governance framework across the asset management remit, also in case of transformation projects.The department also defines the investment analytics framework for Generali...

  • Investment Associate

    2 settimane fa

    Milano, Lombardia, Italia ARCHIMED A tempo pieno 80.000 € - 120.000 € all'ano

    LOCATION : Lyon, FranceAbout ARCHIMEDWith offices in the US, Europe and Asia, ARCHIMED is a leading investment firm focused exclusively on healthcare industries. Its mix of operational, medical, scientific and financial expertise allows ARCHIMED to serve as both a strategic and financial partner to North American and European healthcare...

  • Investment communication

    3 giorni fa

    Milano, Lombardia, Italia Amundi A tempo pieno 30.000 € - 40.000 € all'ano

    General information Entity Amundi, the leading European asset manager, ranking among the top 10 global players (1), offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets. This offering is enhanced with IT tools and services...

  • Associate, Investment Management

    2 settimane fa

    Milano, Lombardia, Italia PATRIZIA AG Italia A tempo pieno 40.000 € - 80.000 € all'ano

    If you're looking for an opportunity to work in adynamic, inclusive, international and entrepreneurial environmentin the real assets investment industry, then you've come to the right place. Join our global teams in 26 locations worldwide and be one of around 900 professionals forming the basis of our success with your individual expertise and...

  • Associate, Investment Management

    3 giorni fa

    Milano, Lombardia, Italia PATRIZIA SE A tempo pieno

    PATRIZIA: A leading partner for global Real AssetsWith operations around the world, PATRIZIA has been offering investment opportunities in real estate and infrastructure assets for institutional, semi-professional and private investors for 40 years. PATRIZIA manages more than EUR 57+ billion in assets and employs over 900 professionals at 26 locations...

  • Consulenza Fiscale Professional

    6 giorni fa

    Milano, Lombardia, Italia Fineco Bank A tempo pieno 60.000 € - 80.000 € all'ano

    Company DescriptionFineco Bank is a leading European bank with a 20 years history and a fully digital DNA with a branchless approach since the start. Fineco is one of the banks with the widest products range available. We have developed a truly one-stop-solution which includes trading, investment and payment services. We have developed a 100% proprietary...

  • Investment Analyst/ associate

    1 giorno fa

    Milano, Lombardia, Italia AMCO - Asset Management Company A tempo pieno 40.000 € - 60.000 € all'ano

    lavoro:Ti piacerebbe entrare a far parte della DirezioneCapital Management, come Investment Analyst/ associate?In questo ruolo avrai l'opportunità di analizzare le opportunità di mercato per lo sviluppo di nuove iniziative di business e per la valorizzazione del portafoglio di proprietà interfacciandosi con i principali operatori di mercato.Le...

  • M&A Senior Analyst

    1 giorno fa

    Milano, Lombardia, Italia Risorse Professional A tempo pieno 60.000 € - 120.000 € all'ano

    Risorse Professional,società specializzata nella ricerca e selezione di personale Middle & Senior Management, per il dipartimento CIB di uno dei più grandi gruppi bancari a livello europeo, ricerca:M&A Senior AnalystLa figura ricercata sarà inserita nel Team M&A, a diretto riporto del VP, e si occuperà di:costruzione di modelli finanziari e realizzazione...

  • M&A Director

    2 settimane fa

    Milano, Lombardia, Italia Risorse Professional A tempo pieno 80.000 € - 120.000 € all'ano

    Risorse Professional, realtà specializzata nella Ricerca e Selezione di profili di middle e top management, per prestigioso broker assicurativo internazionale su Milano, ricerca un:M&A DirectorPosizioneLa figura, a diretto riporto del CEO Italia, si occuperà di:Strategy e OriginationIdentificare e valutare opportunità di acquisizione nel mercato italiano...