Junior Investment Advisor

5 mesi fa

Milan, Italia Indosuez Wealth Management A tempo pieno

Job summary

Description of the key activities

Within the local Advisory Team, you will support Senior Investment Advisors in their daily contact with Wealth Managers on the provision of investment advisory services.
Your main mission will be to support Investment Advisors at the interface between the product and investment specialists and the bank's sales teams by assisting them in the preparation of investment proposals for all asset classes, in the development of risk analysis and in portfolio construction activities.
Your tasks will include, among others:
• Analyze asset allocation proposals
• Monitor financial markets in order to provide market and financial analysis (advanced Excel files, PowerPoint presentations etc.)
• Prepare analysis, comments and reports containing operational guidelines
• Monitor portfolios and positions on a daily basis in order to adjust them according to the Investment Committee's decisions
• Manage the operational aspects of investments and reporting as agreed with clients
• Take care of the operational management of the Product Catalogue

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 all products and services offered to a High or Ultra High Net Worth Individuals target, with a focus on both traditional and innovative investment instruments, from the perspective of one of the most active international banks in this market.
You will have the opportunity to demonstrate the breadth and depth of your financial knowledge by enabling our managers to optimize their daily work.

Your Profile:

• You have a Master's degree in Finance, Economics or Management Engineering with a specialization in financial markets
• You have a good knowledge of the financial markets and/or the fund industry (Asset allocation/Portfolio management, Financial Products/Securities)
• You have ideally been trained on Bloomberg during a previous experience
• You have an excellent command of IT tools, in particular Power Point and Excel
• You have excellent analytical, synthesis and writing skills
• You are known for your initiative and your ability to work both independently and in a team
• Your colleagues will appreciate your interpersonal and communication skills and your team spirit
• You are fluent in Italian and you also speak English or French
• You have the following personal features: proactivity, accuracy, desire to learn, sense of responsibility

Supplementary Information

A proposito di Indosuez Wealth Management
Indosuez Wealth Management è il brand globale di wealth management del Gruppo Crédit Agricole, la decima banca al mondo per dimensione del patrimonio (fonte: The Banker 2022).
Da oltre 150 anni, Indosuez Wealth Management è a supporto di grandi clienti privati, famiglie, imprenditori e investitori professionali per la gestione del loro patrimonio privato e professionale. La banca propone un approccio su misura che consente a ciascuno dei suoi clienti di proteggere e sviluppare il proprio patrimonio rispondendo il più possibile alle sue aspirazioni. I suoi team propongono una continuità di servizi che include Consulenza, Finanziamento, Soluzioni d’investimento, Fund servicing, Soluzioni tecnologiche e bancarie.
Indosuez Wealth Management conta quasi 4.500 persone operanti in 16 Paesi nel mondo: in Europa (Belgio, Francia, Germania, Italia, Lussemburgo, Paesi Bassi, Portogallo, Monaco, Spagna e Svizzera), Asia-Pacifico (Hong Kong SAR, Nuova Caledonia e Singapore), Medio Oriente (Dubai, Abu Dhabi) e Canada (ufficio di rappresentanza).
Con masse gestite per circa 200 miliardi di euro, il gruppo Indosuez è uno dei leader mondiali nel wealth management.

Position location

Geographical area

Europe, Italy, Lombardy, Milan

City

Milan

Candidate criteria

Minimal education level

Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent

Academic qualification / Speciality

Master's degree in Finance, Economics or Management Engineering

Level of minimal experience

0-2 years

  • Senior Investment Advisor

    6 mesi fa

    Milan, Italia Fineco Bank A tempo pieno

    PrintCompany 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%...

  • Junior Investment Advisor

    5 mesi fa

    Milan, Italia Indosuez Wealth Management A tempo pieno

    Description du poste Description of the key activities Within the local Advisory Team, you will support Senior Investment Advisors in their daily contact with Wealth Managers on the provision of investment advisory services. Your main mission will be to support Investment Advisors at the interface between the product and investment specialists and...

  • Investment Associate

    4 settimane fa

    Milan, Italia Hunters Group A tempo pieno

    107 persone hanno già visualizzato questa offerta.Dettagli opportunitàSettore: Investimenti di Private Equity/Alternative InvestmentsFunzione: Investment AssociateTipo di Contratto: Non specificatoCodice opportunità: Non specificatoDescrizionePrestigiosa SGR specializzata in investimenti di Private Equity/Alternative Investments.Principali...

  • Investment Senior Analyst

    1 mese fa

    Milan, Italia Page Personnel A tempo pieno

    Key responsibilities include:Sourcing, Due Diligence and Investment: develop relationships with investment managers and placement agents to source new investment opportunities; lead rigorous due diligence of asset managers and other investment opportunities; qualitative and quantitative analyses of a manager's portfolio, performance, strategy and team;...

  • Director - Alternative Investment Funds

    2 mesi fa

    Milan, Italia Scope Group A tempo pieno

    We are looking for you - with a keen perception, enthusiasm for the fund market and the topic of real assets. To expand our team for alternative investment funds, we are looking for a Director – Alternative Investment Funds with knowledge of alternative investments to join our office in Frankfurt.Responsibilities:Represents the Head of Alternative...

  • Client Advisor, Italy, Vice President

    8 mesi fa

    Milan, Italia JPMorgan Chase & Co. A tempo pieno

    This is an exciting opportunity for you to join a dynamic, diverse team within the Italian market of Morgan’s EMEA Private Banking business. 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...

  • Junior Client Advisor appartenente alle categorie protette M/F

    1 mese fa

    Milan, Italia Credit Agricole A tempo pieno

    Nome utente (e-mail, nel formato esempio@esempio.it)Junior Client Advisor appartenente alle categorie protette M/F - MilanoDescrizione dell'incaricoFunzione aziendaleTipo di Funzione Crédit Agricole S.A. - Commerciale / Customer ServiceJunior Client Advisor appartenente alle categorie protette M/F - MilanoContrattoTempo determinatoDurata del contrattoData...

  • Junior Client Advisor appartenente alle categorie protette M/F

    2 settimane fa

    Milan, Italia Credit Agricole A tempo pieno

    Nome utente (e-mail, nel formato esempio@esempio.it)Junior Client Advisor appartenente alle categorie protette M/F - MilanoDescrizione dell'incaricoFunzione aziendaleTipo di Funzione Crédit Agricole S.A. - Commerciale / Customer ServiceJunior Client Advisor appartenente alle categorie protette M/F - MilanoContrattoTempo determinatoDurata del contrattoData...

  • Global Banking

    7 mesi fa

    Milan, Italia Goldman Sachs A tempo pieno

    OUR IMPACT Are you passionate about the financial services industry? We’re looking for a professional to join our team who wants to be a part of our Investment Banking Division and use their skills and ideas to make an impact to the success of the business at Goldman Sachs OUR IMPACT Investment Banking Investment Banking Analysts at Goldman...

  • Junior Professional Education Advisor

    2 mesi fa

    Milan, Italia Galderma A tempo pieno

    Galderma is the emerging pure-play dermatology category leader, present in approximately 90 countries. We deliver an innovative, science-based portfolio of premium flagship brands and services that span the full spectrum of the fast-growing dermatology market through Injectable Aesthetics, Dermatological Skincare and Therapeutic Dermatology. Since our...

  • Junior Professional Education Advisor

    7 mesi fa

    Milan, Italia Galderma A tempo pieno

    Galderma is the emerging pure-play dermatology category leader, present in approximately 90 countries. We deliver an innovative, science-based portfolio of premium flagship brands and services that span the full spectrum of the fast-growing dermatology market through Injectable Aesthetics, Dermatological Skincare and Therapeutic Dermatology. Since our...

  • Investment Associate

    3 giorni fa

    Milan, Italia Technical Hunters srl A tempo pieno

    Prestigiosa SGR specializzata in investimenti di Private Equity/Alternative Investments.Principali responsabilitàLuogo di lavoro: MilanoLa risorsa sarà inserita nel team dedicato agli investimenti, in autonomia le responsabilità saranno le seguenti:Valutazioni aziendali usando modelli quantitativi e tecniche di DCF;Simulazione, valutazione, strutturazione...

  • EHS Advisor

    6 mesi fa

    Milan, Italia Sun Chemical A tempo pieno

    THE ROLE Azienda multinazionale leader di settore ricerca l’EHS Advisor e RSPP per uno dei suoi siti in Caleppio di Settala che, con riporto gerarchico al Plant Manager e riporto funzionale all’EHS Manager Italia, attraverso il supporto di una risorsa Junior, dovrà assicurare la costante e tempestiva diffusione delle normative legislative e di Corporate...

  • EHS Advisor

    6 mesi fa

    Milan, Italia Sun Chemical A tempo pieno

    ABOUT THE ORGANIZATION   Sun Chemical, a member of the DIC Group, is a leading producer of packaging and graphic solutions, color and display technologies, functional products, electronic materials, and products for the automotive and healthcare industries. Together with DIC, Sun Chemical is continuously working to promote and develop sustainable...

  • Junior recruiter

    2 settimane fa

    Milan, Italia adh Personal Thüringen A tempo pieno

    Pirate Rocket è un incubatore, uno startup studio, una private equity investment company, una holding di partecipazioni e servizi. Sinteticamente, Pirate Rocket è un Venture Builder specializzato nella progettazione e nel finanziamento di imprese all’avanguardia che noi chiamiamo Venture Company.Siamo alla ricerca di nuovi talenti. Vuoi entrare a far...

  • Advisor / Analyst

    7 mesi fa

    Milan, Italia Arup A tempo pieno

    Dedicated to sustainable development, Arup is a collective of advisors and experts working across 140 countries. Founded to be both humane and excellent, we collaborate with our clients and partners using imagination, technology and rigour to shape a better world.We are looking for a Junior Advisor / Analyst to join our Business and Investors Advisory...

  • Auditor - M/W

    2 settimane fa

    Milan, Italia Societe Generale Corporate and Investment Banking - SGCIB A tempo pieno

    Reference 24000DZUResponsibilities:Based on a diversified universal banking model, the Societe Generale operates in Italy through different companies belonging to its three main core businesses: Retail Banking in France, International retail banking, financial services and insurance, and Corporate and investment banking, private banking, asset management and...

  • Junior Consultant

    7 mesi fa

    Milan, Italia Deloitte A tempo pieno

    What impact will you make? YOUR OPPORTUNITY: Ricerchiamo per la sede di Milano stagisti (curriculari) e consulenti Junior (0-3 anni di esperienza) da inserire nel team Global Investment and Innovation Incentives (Gi3). Il Team Global Investment and Innovation Incentives (Gi3) è composto da oltre 40 persone in Italia tra profili scientifici...

  • Junior Human Resources Business Partner

    2 settimane fa

    Milan, Italia Kuehne+Nagel A tempo pieno

    Junior Human Resources Business Partner - LogisticsMilan, Italy | Kontraktlogistik | Vollzeit | req121633Join Our Team as a Junior HR Business Partner!We are seeking a dedicated and motivated Junior HR Business Partner to support our Human Resources initiatives and contribute to the success of our operations.Your RoleWe are seeking a Junior HRBP to join our...

  • Junior Sales Assistant_ High Jewellery Luxury Boutique_ Milano

    4 settimane fa

    Milan, Italia GI GROUP SPA - DIVISIONE FASHION & LUXURY A tempo pieno

    La risorsa sarà inserita all'interno della boutique di un prestigioso Luxury Brand specializzato sul prodotto High Jewellery nel centro di Milano.Si occuperà dell’accoglienza al cliente e di supportare lo staff di Client Advisor nelle attività di vendita, consulenza al cliente e storytelling del prodotto.Richiesta esperienza pregressa in ambito Retail o...