Client & Financial Data Services Specialist – Wealth & Asset Management

Prometeia; Roma; In loco; EUR 40.000 - 55.000; Tempo pieno

Descrizione del lavoro

A leading financial consultancy in Italy seeks a Client & Financial Data Services Specialist to support client relationships and enhance data services. Responsibilities include managing operational tasks and ensuring data quality for Wealth & Asset Management clients. Ideal candidates will have a Master's degree in a related field, excellent communication skills, and fluency in English, with a proactive problem-solving and customer-oriented mindset. This position offers opportunities for growth within a dynamic team.

Servizi

Total Compensation package including welfare benefits

Continuous training opportunities

Remote working flexibility

Competenze

• Master's degree in Economics and Finance, Mathematical Finance, Statistics or Management Engineering.
• Basic knowledge of SQL for verification queries.
• Fluency in English is required.

Mansioni

• Act as the primary contact for internal and external stakeholders.
• Supervise client requests and monitor task assignments.
• Collaborate with Data & Analytics teams to enhance processes.

Conoscenze

Communication skills

Interpersonal skills

Problem-solving

Team-oriented

Customer-oriented

Formazione

Master's degree in Economics, Finance, or related fields

Strumenti

Microsoft Excel

Microsoft PowerPoint

Basic SQL

Descrizione del lavoro

Client & Financial Data Services Specialist – Wealth & Asset Management

Are you curious and ready to take on a new challenge in your career? Would you like to work in a dynamic and collaborative environment, staying in close contact with clients and contributing to the quality and evolution of data services for the Wealth & Asset Management industry?

Prometeia offers you a structured growth path within a Group of more than 1,200 professionals serving over 500 clients in 20 countries worldwide.

Responsibilities

Client & Internal Stakeholder Support

• Act as a daily point of contact for colleagues across the competence line, Business and IT teams, and external clients.
• Understand stakeholder needs, collect and formalize functional requirements, and ensure clear communication across all parties involved.
• Manage operational activities related to data provisioning and analytical data services (e.g., financial analytics, risk metrics, product data).
• Support coordination activities including prioritization of client tickets, monitoring progress, and facilitating communication flow among multiple teams.

Data Quality & Operations

• Supervise client requests and monitor tasks assigned to various internal teams.
• Verify the correct functioning of procedures supporting ongoing data processing services.
• Monitor operational workflows, conduct data quality checks, and support anomaly / ticket handling.
• Contribute to operational reporting and documentation (KPIs, audit logs, activity tracking).

Process Improvement & Coordination

• Collaborate with Data & Analytics and WAM teams to enhance processes and operational procedures.
• Participate in initiatives aimed at optimizing service efficiency and delivery.
• Maintain documentation and keep operational manuals up to date.

Main Requirements

Financial Instruments Knowledge

• Support the analysis and interpretation of financial data related to instruments included in the service scope (bonds, funds, portfolios, benchmarks, and other investable universe elements).
• Understand key financial and non-financial metrics underlying data services for WAM clients.

Technical Literacy (non-development)

• Basic understanding of information systems and tools used for workflow and process monitoring.
• Ability to understand technical and data-related workflows without performing software development tasks.

Preferred Requirements

• Basic knowledge of SQL for simple verification queries.
• Good command of Microsoft Office tools (especially Excel and PowerPoint).
• Previous experience in client-facing roles, operations, PMO, customer support, or consulting is a plus.
• Fluency in English is required.

Education

Master’s degree in one of the following fields:

Economics and Finance, Mathematical Finance, Statistics or Management Engineering.

Soft Skills

• Strong communication, interpersonal, and mediation skills when dealing with diverse stakeholders (business, IT, operations, clients).
• Customer-oriented mindset and ability to manage expectations effectively.
• Proactive problem‑solving approach and ability to handle issues independently.
• Team‑oriented attitude, with strong organizational skills and the ability to collaborate in multidisciplinary environments.
• Demonstrated interest in financial markets and the Wealth & Asset Management industry.

Location

Bologna

What We Offer

Compensation, Welfare & Benefit

Our history, as well as our future, is based on the value of our people. Prometeia’s biggest investment is in our people and it concerns every aspect of professional life. We call it “Total Compensation” and it is made of three elements: Compensation, consisting of a fixed and a variable component; a Welfare Plan active since 2015 –we were among the first companies in Italy to introduce it–; and Benefits, including all initiatives for the well‑being of our people.

Remote Working

Flexibility is an intrinsic value of our way of working. In Prometeia, remote working is an organizational method based on trust. It results in benefits in terms of work/life balance, impact on the environment and optimization of company results through autonomy and empowerment of people.

People Program

Our evaluation system is based on the full enhancement of our people and on continuous dialogue as a stimulus for regular, mutual professional and personal growth. Within the projects, several moments are dedicated to transparent discussions between managers and team members. This allows for reciprocal and prompt feedback. The process is fully digitalised and aimed at continuously improving the strategic growth of both the individual and the company.

Training

Prometeia means continuous training. We provide an average of 11 days of training per year to our people, in person and online. We pay specific attention to younger colleagues, the protagonists of dedicated growth programs, and to the continuous sharing and internal transfer of know‑how and skills. On‑the‑job training is also important and is made of immediate and direct confrontation with the market.

Win / Win Policy

If you are one of our employees and you recommend a person who is later hired, you are entitled to a financial bonus! This is an important opportunity to contribute to the growth of Prometeia as a whole, by attracting acknowledged market professionals and new tech talents.

Phygital Management

We have completely digitalised the management of our physical and virtual environments through the dedicated app Pr(Home)teia. Access to the office, remote working, workstations, meeting rooms, carpooling… everything is just a click away.

Community

Our Community is highly diverse, as are the skills of the people who are part of it and who share its values, and the individuals and organizations directly or indirectly involved in our activities. Clients, People of the Group, Alumni, Institutions, Academia, non‑profit entities we actively cooperate with are stakeholders representing a great value for us in terms of trust and collaboration.

Diversity

We promote and respect equal opportunities and consider differences as a value. Diversity & Inclusion are fundamental values: from the recruitment phase to everyday life, promoted also through dedicated training moments to develop individual sensitivities and uniqueness.

Impact

We responsibly take an active role towards the environment, territories and communities we operate in. Our Headquarter in Bologna has obtained the Leed Gold Certification, one of the highest awards recognizing the efficiency of the building in terms of energy and water savings, CO2 emissions reduction, and improvement of the ecological quality of interiors, materials and resources. In the Sustainability Report we outline the results achieved within the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda drafted by the UN in 2016, that we have been supporting since 2020.