Equity / bond Specialist

Generali Italia; Milano; In loco; EUR 35.000 - 55.000; Tempo pieno

Descrizione del lavoro

Un'importante società attiva nel private banking in Italia cerca un analista finanziario esperto. La figura sarà responsabile di fornire analisi di mercato, sviluppare report finanziari per clienti e advisor, e supportare le decisioni di investimento. È richiesta una laurea in finanza o un campo affine e almeno 3 anni di esperienza nel settore. Ottime capacità analitiche e conoscenza avanzata di Excel e PowerPoint sono fondamentali per il successo in questo ruolo.

Competenze

• Minimo 3 anni di esperienza come analista azionario o gestore di portafoglio.
• Capacità di sviluppare e consegnare report finanziari.
• Familiarità con il trading di titoli è un plus.

Mansioni

• Fornire previsioni e tendenze sui mercati azionari o obbligazionari.
• Sviluppare report finanziari per i clienti e gli advisor.
• Supportare il team nelle attività quotidiane.

Conoscenze

Analytical thinking

Understanding stock market trends

Effective communication skills

Formazione

Bachelor's degree in finance, business administration, or a similar field

Strumenti

Advanced Excel

PowerPoint

Descrizione del lavoro

Banca Generali is a leading company in Italy in private banking, able to offer its customers the best strategies for effective financial planning.

Markets Strategy is the unit of Financial Advisory Department in charge of :

• supporting Strategic Asset Allocation Committee in defining quarterly Strategic Asset Allocation
• setting up monthly Tactical Asset Allocation for the Financial Advisory Department
• identifying financial instruments to provide investment solutions to Banca Generali’s FA network
• Delivering financial reporting to clients

Key responsibilities of the role will include :

• provide forecast and trends on the equity or bond asset class and tactical view on the main equity or bond markets
• provide investment ideas and reports
• provide equity / bond picking in order to manage a buy&sell selection in the main financial markets
• develop financial reporting to our clients and our Financial Advisors
• develop detailed internal and external investment reports
• support the team in day-by-day activity

Must have :

• Bachelor's degree in finance, business administration, or a similar field
• A minimum of 3 years' experience as an equity analyst / portfolio manager in a related industry
• Ability to understand stock market trends and identify investment opportunities
• Analytical thinking
• Ability to develop and deliver financial reports
• Advanced Excel and Powerpoint knowledge

Nice to have :

• Familiarity with trading of securities
• Bloomberg experience
• Effective communication skills, both oral and written
• Ability to meet deadlines and strong commitment to goal achievement
• Strong team player
• Structured, meticulous, analytical and detail oriented