Senior Investment Advisor
1 settimana fa
Company Description
Fineco 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 platform for trading and investment which covers all customer needs from trading listed and OTC product to investment product such as mutual funds and ETF. In addition to this we also offer banking and payment solution for domestic and international demand.
Position
La persona da noi ricercata, inserita nella Direzione Advisory, TP & Private Banking Solutions presso la sede di Milano, sarà chiamata a svolgere le seguenti attività:
· Sviluppare, in accordo con il Team di Investment Advisory, soluzioni di portafoglio personalizzate dedicate alla Clientela Private della Banca, al fine di tradurre i bisogni della clientela in opportunità di investimento;
· Supportare i Private Bankers nella definizione e nel monitoraggio attivo dei portafogli realizzati;
· Collaborare alla realizzazione di report dedicati in base agli specifici livelli di ingaggio ricevuti dai consulenti private;
· Mantenere un costante aggiornamento sull’andamento dei mercati e contribuire all’implementazione delle strategie di investimento;
· Conoscere dal punto di vista quantitativo e qualitativo gli strumenti necessari alla definizione delle strategie di portafoglio richieste e definire elenchi alternativi di scelta da proporre in fase di costruzione delle proposte.
Requirements
· Laurea in Economia o Statistica
· Ottima conoscenza dei Prodotti di risparmio gestito e amministrato
· Conoscenza delle tecniche di Asset Allocation
· Conoscenza di tematiche di Risk Measurement & Management
· Conoscenza delle tecniche di Performance Measurement & attribution
· Preferibile conoscenza dei programmi specifici di gestione del rischio/calcolo performance
· Ottima conoscenza del pacchetto Office
· Buona conoscenza della Lingua Inglese
· Costituisce requisito preferenziale la conoscenza del software di analisi finanziaria Factset
Si desidera entrare in contatto con persone che si distinguono per intraprendenza, curiosità ed entusiasmo, unite ad ottime capacità relazionali e di lavoro in Team; sarà gradita la conoscenza di linguaggi di programmazione Matlab e/o R. Completano il profilo un forte orientamento al risultato ed al problem solving, associato a spiccate doti di dinamicità e proattività.
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