Investment Portfolio Design & Advisory Intern

Generali Italia

Lombardia

On-site

EUR 6,700 - 11,000

Part time

8 days ago

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Job summary

Banca Generali is seeking an energetic Intern to join the Portfolio Structuring & Advisory Team. You will contribute to the development of model portfolios, assist in portfolio analysis, and support investment reporting within a leading private banking environment.

The role offers exposure to portfolio construction, investment analysis, and innovative advisory projects while collaborating with internal teams across the organization.

Qualifications

  • Master's degree student or recent graduate in a relevant field.
  • Strong interest in financial markets and investments.
  • Excellent Excel and PowerPoint skills.
  • Analytical and quantitative mindset.
  • Good English communication.

Responsibilities

  • Assist in development and monitoring of model portfolios for the Bank's advisory network.
  • Support portfolio analysis and asset allocation reviews across asset classes.
  • Prepare performance analyses and investment reports.
  • Monitor financial markets and macro trends relevant to portfolio management.
  • Contribute to maintaining advisory tools including the Robo-for-Advisor platform.
  • Collaborate with internal stakeholders on investment projects.

Skills

Excel
PowerPoint
Analytical mindset
Team player
Proactive attitude
English proficiency

Education

Master's Degree candidate or recent graduate in Economics/Finance/Statistics/Math/Engineering

Tools

Robo-for-Advisor platform

Job description

Banca Generali is seeking an energetic Intern to join the Portfolio Structuring & Advisory Team. You will contribute to the development of model portfolios, assist in portfolio analysis, and support investment reporting within a leading private banking environment.

The role offers exposure to portfolio construction, investment analysis, and innovative advisory projects while collaborating with internal teams across the organization.

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