administrativo / a junior de comercial y backoffice

GS PARTNERS S.A.; Barcelona; Presencial; EUR 25.000 - 30.000; Jornada completa

Descripción de la vacante

A financial advisory firm in Barcelona is seeking a Junior Analyst to join their Wealth Management team. The role involves supporting senior analysts in investment analysis, conducting market research, and monitoring client portfolios. Ideal candidates are recent graduates or those with limited experience, with a strong proficiency in Excel and an interest in the financial sector. This full-time position offers competitive entry-level salary and professional development opportunities.

Servicios

Competitive entry-level salary

Mentorship from experienced wealth managers

Access to professional training

Formación

• Recent graduate or individual with up to 1 year of experience.
• Interest in pursuing professional certifications (CFA, EFPA, or equivalent).
• Internship or prior experience in asset management or financial advisory is a plus.

Responsabilidades

• Support senior analysts in investment analysis and portfolio monitoring.
• Conduct market research on asset classes and investment opportunities.
• Collaborate with relationship managers to deliver tailored wealth management solutions.

Conocimientos

Proficient in Excel

Financial analysis

Market research

Educación

Bachelor's degree in Finance, Economics, Business, or related field

Descripción del empleo

Job Offer : Junior Analyst – Wealth Management

Position : Junior Analyst – Wealth Management

Employment Type : Full-time

The company is a independent wealth management and financial advisory firm. We specialize in providing personalized investment solutions, holistic financial planning, and unbiased advice tailored to the needs of individuals, families, and institutions. We are seeking a Junior Analyst to join our Wealth Management team. This entry-level role is ideal for recent graduates or individuals with up to 1 years of experience ( candidate with no working experience will be considerate) who are eager to build a career in financial markets and client advisory. You will support senior analysts and relationship managers in investment analysis, portfolio monitoring, and client reporting.

Conduct market research and analysis on asset classes, funds, and investment opportunities.

Monitor client portfolios, tracking performance, risks, and asset allocation.

Support the preparation of financial plans, cash flow models, and investment strategies.

Collaborate with relationship managers to deliver tailored wealth management solutions.

Maintain and update databases, reports, and client documentation.

Bachelor's degree in Finance, Economics, Business, or related field.

Proficiency in Excel and financial modeling.

Internship or prior experience in asset management, private banking, or financial advisory.

Knowledge of investment products (mutual funds, ETFs, bonds, equities, private equity).

Interest in pursuing professional certifications (CFA, EFPA, or equivalent).

Competitive entry-level salary with performance-based incentives.

Mentorship from experienced wealth managers and analysts.

Access to professional training and support for industry certifications.

Exposure to all aspects of the wealth management process, from analysis to client engagement.

Application – Junior Analyst Wealth Management – (Your Name)