Investment Professional - Milan

Experteer Italy; Milano; In loco; EUR 40.000 - 60.000; Tempo pieno

Descrizione del lavoro

A leading financial services firm is seeking an Investment Professional Analyst to support Client Advisors and manage client accounts. The ideal candidate has a university degree in finance or a related field, is fluent in English and Italian, and possesses strong organizational and problem-solving skills. This full-time position offers a dynamic work environment where you can develop your career alongside talented colleagues. Join us to make a meaningful impact in client's financial journeys.

Competenze

• University degree, in finance, law or business related subject (or equivalent).
• Fluent in English and Italian.
• Experience with PowerPoint and Excel.
• Excellent interpersonal skills, both written and oral.
• Self-starter, extremely organized with strong commitment to accuracy.
• Good judgment and problem solving skills.
• Ability to work both independently and as a team player.

Mansioni

• Monitor client accounts and assist with daily account administration.
• Support Client Advisors in documentation and assessments.
• Assist in account opening processes.
• Manage documentation for investment purposes.
• Advise on trade execution and settlement.
• Liaise with various teams for support.
• Prepare investment performance review presentations.
• Maintain risk management monitoring of portfolios.
• Manage internal financial reports.

Conoscenze

Fluent in English

Fluent in Italian

PowerPoint expertise

Excel expertise

Interpersonal skills

Judgment skills

Problem solving skills

Organizational skills

Formazione

University degree in finance, law or business

Descrizione del lavoro

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind‑set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As an Investment Professional (Single Coverage) Analyst at J.P. Morgan, you will be part of a dynamic team, providing support to Client Advisors in all facets of daily business routine. You will have the opportunity to work in a team‑oriented environment with various stakeholders, ensuring an exceptional level of client satisfaction. This role will challenge you to use your communication and relationship management skills, as well as your knowledge in finance, law or business‑related subjects.

Job responsibilities

• Monitor client accounts and assist with daily account administration
• Support Client Advisors in Know‑Your‑Client documentation and processes and Suitability assessments and reporting
• Assist in account opening process and internal preparation to facilitate subsequent investments
• Manage documentation (Alternatives, Suitability, Investment Parameters, OTC etc.)
• Advise and brokerage accounts trade execution and daily control over trade settlement
• Liaise with Operations, Client Service Specialist, Supervisory Management, Risk Management and Investor Support teams
• Support Business Analysts in preparing, reviewing and approving Investment Performance review presentations for Investors to deliver to clients. Assisting in development of marketing pitches and investment ideas presentations. Prepare and review prospect/banking products pitches
• Maintain risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues
• Maintain internal account and manage coverage, as well as internal financial reports

Required qualifications, capabilities and skills

• University degree, in finance, law or business related subject (or equivalent)
• Fluent in English and Italian
• PowerPoint and Excel expertise required
• Excellent interpersonal skills, both written and oral
• Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
• Good judgment and problem solving skills
• Ability to work both independently and as a team player

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Full time

Posting Date: 2025-11-13