Digital Consultant - Wealth and Asset Management

Prometeia; Milano; In loco; EUR 40.000 - 60.000; Tempo pieno

Descrizione del lavoro

A leading financial consulting firm in Milan is seeking a Digital Consultant to drive digital transformation in Wealth & Asset Management. This role requires strong analytical skills and at least 3 years of experience in financial services. You'll manage complex projects, define IT solutions, and support various financial processes. The ideal candidate will thrive in a dynamic environment focused on innovation and impact.

Servizi

Flexible working arrangements

Ongoing training programs

Welfare and benefits plan

Competenze

• Proven experience in financial services, preferably in asset management or investment banking.
• Strong analytical and technical skills for problem assessment and solution identification.
• High autonomy in managing complex projects.

Mansioni

• Lead and support digital transformation initiatives in Wealth & Asset Management.
• Gather and analyze functional and business requirements.
• Coordinate project activities with internal and external teams.

Conoscenze

Analytical skills

Problem solving

Communication skills

Descrizione del lavoro

Digital Consultant - Wealth and Asset Management

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Are you curious, do you want to get involved, become part of a dynamic company and have the opportunity to innovate and to make an impact with your work and skills?

Prometeia offers you opportunities for growth and training in a Group with over 1000 professionals, within which a sizeable community of PhDs, delivering solutions to more than 500 clients in 20 countries worldwide.

Prometeia is one of the European leaders in Risk Management and Wealth and Asset Management solutions, and is seeking for motivated people with a strong analytical background to be included within the Pricing Unit & Financial Innovation competence line, that operates in delivering solutions to medium and large-sized primary financial institutions as well as public companies, including supervisors of banks and financial services providers.

ROLE AND RESPONSIBILITIES:

• Lead and support digital transformation and process innovation initiatives in Wealth & Asset Management, mapping complex business processes to identify inefficiencies and improvement opportunities.
• Gather and analyze functional and business requirements; model data and define IT solutions to support Portfolio Management, Sales, Operations, Finance, Risk Management, and Reporting.
• Prepare functional analyses, technical specifications, and user documentation; design, execute, and validate system, functional, and integration tests.
• Coordinate project activities in complex regulatory and organizational environments, liaising continuously with clients, implementation teams, and technology partners to ensure Alignment, quality, and timely delivery.
• Optimize operational and organizational models; monitor progress and report project status transparently.

BACKGROUND AND JOB SKILLS:

• Proven experience in the financial services sector, preferably in asset management or investment banking, ideally with a broad knowledge base or experience across multiple areas such as Portfolio Management, Sales, Operations, Finance, Reporting, and Risk Management
• Strong analytical and technical skills to assess problems, identify appropriate solutions, draft functional analyses, design and perform testing, and interact effectively with implementation teams (internal and/or external) as well as with clients
• Solid understanding of data modeling and conceptualization, particularly related to financial products
• High level of autonomy and a proactive attitude in managing complex projects
• At least 3 years of experience in leading cross-functional teams and managing cross-enterprise projects within complex organizational and regulatory environments

SOFT SKILLS:

• Strong analytical background
• Problem solving attitude
• Outstanding written and oral communication skills

WHAT WE OFFER:

COMPENSATION, WELFARE & BENEFIT

Our history, as well as the future, is based on the value of our people. The biggest investment at Prometeia is in our people, and it concerns every aspect of professional life. We call it 'Total Compensation' and is made up of Compensation - consisting of a fixed and a variable component -, an important Welfare Plan, active since 2015 – we have been among the first to introduce it in Italy - and Benefits, which include all the initiatives undertaken for the well-being of our people.

SMART WORKING

Flexibility is an intrinsic value of the way we work. At Prometeia, smart working is an organizational method based on trust, which results in benefits in terms of work/life balance, impact on the environment and optimization of company results, through autonomy and empowermentof people.

PEOPLE PROGRAM

Our evaluation system is based on the full enhancement of people and their continuous dialogue as a stimulus for regular, mutual professional and personal growth. Transparent discussions between managers and team members are set up within the projects, where reciprocal and timely feedback is exchanged. The process is fully digitalized and aimed at continuously improving the development trajectory of the individual and the company.

TRAINING

Prometeia means ongoing training. We provide an average of 11 days of training per year to our people, in-person and online. Particular attention is paid to younger colleagues, who are 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, through immediate and direct confrontationwith the market.

WIN/WIN POLICY

If you are one of our employees, and you recommend a person who is later recruited, 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.

Through the dedicated app Pr(Home)teia, we have completely digitalized and integrated the management of our physical and virtual environments. Access to the office, smart working, workstations, meeting rooms, carpooling... everything is just a click away.

COMMUNITY

Our Community is extremely diverse, as are the skills of the people who are part of it and who share its values, and the individuals and organizations that are directly or indirectly involved in our activities. Clients, People of the Group, Alumni, Institutions, Academia, non-profit entities with which we actively collaborate, 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 selection phase to everyday life, also through dedicated training moments to developindividualsensitivities and unicities.

IMPACT

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

Seniority level

• Associate

Employment type

• Contract

Job function

• Consulting
• Industries: Business Consulting and Services

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