Investment Professional - Milan

Jpmorgan Chase & Co.; Milano; In loco; EUR 40.000 - 60.000; Tempo pieno

Descrizione del lavoro

A leading financial services firm in Milano is seeking an Investment Professional Analyst to support Client Advisors in account management and documentation processes. The ideal candidate should have a university degree in finance, fluency in English and Italian, and expertise in PowerPoint and Excel. Strong interpersonal skills and problem-solving abilities are essential for this role, which offers a dynamic, team-oriented environment.

Competenze

• University degree in finance, law or business related subject (or equivalent).
• Fluent in English and Italian.
• PowerPoint and Excel expertise required.

Mansioni

• Monitor client accounts and assist with daily account administration.
• Support Client Advisors in Know-Your-Client documentation.
• Assist in account opening process and internal preparation.
• Manage documentation for trade execution and settlement.
• Liaise with multiple internal teams for client support.

Conoscenze

Interpersonal skills

Problem-solving skills

Fluency in English

Fluency in Italian

Organizational skills

Formazione

University degree in finance, law or business

Strumenti

PowerPoint

Excel

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, . 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 . 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 dailyaccount 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
• Advises 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 andskills

• 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