Senior Investment Specialist

Overview In this role you evaluate and execute investments across Real Estate, Private Equity and Capital Markets within a family office. You work closely with the head of Real Estate and head of Private & Public Markets to support underwriting, due diligence and financial analysis. You coordinate with external service providers and monitor portfolio...

OverviewContinui a leggere per scoprire di cosa avrà bisogno per avere successo in questa posizione, incluse competenze, qualifiche ed esperienza.In this role you help shape a differentiated investment experience for wealthy clients by partnering with CRMs to deliver and tailor investment solutions. You will communicate the platform's strategy, identify...

Overview In this role you help shape a differentiated investment experience for wealthy clients by partnering with CRMs to deliver and tailor investment solutions. You will communicate the platform's strategy, identify client needs, and develop opportunities through collaboration with CRMs, guiding proposals and portfolio reviews. You'll oversee...

Overview In this role you will support hospitality investment analyses within a real estate-focused firm. You will build and maintain financial models, including valuations and scenario analysis, to assess opportunities. You will research hotel markets and sector performance and assist with due diligence and investment presentations. You will work with...

Overview In questo ruolo, sarai responsabile di proporre e vendere investimenti a una rete di investitori, costruendo relazioni a lungo termine con clienti esistenti e potenziali. Lavorerai in un team milanese dedicato al mercato italiano e Ticino, contribuendo allo sviluppo della pipeline e al supporto alle funzioni di vendita e strutturazione. Affronterai...

Overview Be | Shaping the Future, parte del gruppo Engineering, è tra i principali player europei in ambito Management Consulting e ICT Solutions. Cerchiamo un Project Manager / Analista Funzionale con esperienza nella gestione di progetti Securities, Settlement & Capital Markets. Responsibilities * Progettazione e ottimizzazione processi. * Implementazione...

OverviewIn this role you help shape a differentiated investment experience for wealthy clients by partnering with CRMs to deliver and tailor investment solutions. You will communicate the platform’s strategy, identify client needs, and develop opportunities through collaboration with CRMs, guiding proposals and portfolio reviews. You’ll oversee...

Overview In questa funzione, supporti le funzioni di Internal Audit nel wealth management e nella gestione collettiva del risparmio, contribuendo a risk assessment e mappatura di processi chiave. Lavori in un team di Assurance con opportunità di crescita verso ruoli di Manager, aiutando clienti a rafforzare i controlli interni e la conformità normativa....

Overview In this role you will shape and articulate the firm’s ETF capabilities for intermediary and institutional clients. You will deliver market updates, training, and insights while traveling or meeting virtually, acting as a bridge between investment teams, ETF Research, distribution, and clients. You’ll contribute to go-to-market strategies for ETF...