Junior Portfolio Management Analyst

6 mesi fa


Milan, Italia Indosuez Wealth Management A tempo pieno

Description du poste

You will join our Investment Solutions Department, a business area that aims to centralize all the portfolio management and investment advisory services offered to our clients.

Under the supervision of the Head of Investment Solutions & Portfolio Management, you will work in direct support of our Portfolio Managers to discover the full scope of our business. More in detail, you will have the possibility to:

· work on the implementation of indicators and dashboards providing the managers with continuously updated financial data

· work on the development of tools to monitor stock market positions

· carry out various data analysis activities, market analyses and researches, also participating in the stock selection process

· prepare PowerPoint presentation documents, reports, performance files, etc. intended for sales campaigns or for clients meetings and committees

· participate in portfolio analysis, in the analysis of asset allocation proposals and in portfolio construction

· write commentaries and reports

· check executed orders

You will be exposed to a challenging and rapidly changing international environment, which requires multi-tasking skills, relating to multiple key people within the organization, and meeting tight deadlines. This experience will provide you with the opportunity to enhance your knowledge of asset allocation and portfolio construction for clients belonging to the High or Ultra High Net Worth Individuals target, with a focus on both traditional and innovative investment instruments.



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