Junior Portfolio Manager

Banca Generali; Milano; In loco; EUR 45.000 - 85.000; Tempo pieno

Descrizione del lavoro

An established industry player is seeking a proactive Portfolio Manager to join its Asset Management team. This role involves supporting the analysis of financial markets, generating investment ideas, and managing client accounts. The ideal candidate will possess a strong educational background in Economics, Finance, or related fields, along with 2-4 years of experience in asset management. Proficiency in Bloomberg and MS Office, particularly Excel, is essential. Join this inclusive firm that values diversity and offers a dynamic work environment where your contributions can drive impactful financial strategies.

Competenze

• 2-4 years of experience in Asset Management is required.
• Strong knowledge of financial instruments and markets.

Mansioni

• Support the asset management team in analyzing financial markets.
• Generate investment ideas and implement asset allocation activities.

Conoscenze

Analytical Skills

Investment Analysis

Proactive Thinking

Financial Market Knowledge

Fluency in English

Fluency in Italian

Formazione

Degree in Economics

Degree in Finance

Degree in Engineering

Degree in Mathematics

Degree in Physics

Strumenti

Bloomberg

MS Office

Excel

PowerPoint

Descrizione del lavoro

Banca Generali (www.bancagenerali.com), a private bank leader in Italy in financial planning and in the protection of clients through a network of private consultants at the top of the sector in terms of skills and expertise/professionalism, is looking for a Portfolio Manager for its Gestioni Patrimoniali Unit within the Investment Center - Asset Management.

The ideal candidate will work on the following activities:

• Support the asset management team in the analysis of financial markets
• Being proactive in generating investment ideas
• Caring of the implementation of the asset allocation activities
• Updating and Monitoring the position keeping of the assigned Client’s Accounts
• Periodic Reporting for Clients Accounts
• Keeping Update of the Funds Databases
• Use advanced IT tools to support management activities

Requirements

• Degree in Economics or Finance or Engineering or Mathematics or Physics
• Knowledge of financial instruments and markets are required
• Good Knowledge of Bloomberg
• Fluent in English and Italian are requirements, a second foreign language is a plus
• Good knowledge of MS Office and advanced knowledge of Excel and Power Point
• Experience of 2-4 years in Asset Management (Fund Selection, Portfolio Management or Analyst) is required
• Multi asset background is preferential

Soft skills:

• Ability to work autonomously and proactively on assigned tasks, taking over responsibility at a very early stage
• Humble, flexible and hands-on approach to solve problems with a strong team player attitude
• Ability to perform well under pressure and against tight deadlines
• Genuine passion for Financial Markets

Company Profile

Banca Generali is proud to be an inclusive employer that considers applicants regardless of gender, gender identity, sexual orientation, ethnicity, disability, religion, political views, marital status or philosophy of life.

If you have a disability or special need that requires accommodation or assistance, we will support you during the selection process.