Investment Professional - Milan

J.P. Morgan; Milano; In loco; EUR 35.000 - 50.000; Tempo pieno

Descrizione del lavoro

A global financial services firm in Milano seeks a professional to monitor client accounts and assist with investment processes. The ideal candidate has a university degree in finance or related fields and is fluent in English and Italian. The role involves client documentation, trade execution, and collaboration with various teams. Strong PowerPoint and Excel skills are essential. Competitive compensation and career development opportunities are offered.

Mansioni

• Monitor client accounts and assist with daily account administration.
• Support Client Advisors in Know-Your-Client documentation.
• Assist in account opening and internal preparations for investments.
• Manage documentation including Suitability and Investment Parameters.
• Execute trades and ensure daily control over trade settlement.
• Liaise with Operations and various management teams.
• Support development of marketing pitches and investment presentations.
• Maintain risk management monitoring for compliance.
• Manage internal accounts and financial reports.

Conoscenze

Fluent in English

Fluent in Italian

PowerPoint expertise

Excel expertise

Excellent interpersonal skills

Problem solving skills

Organized and detail-oriented

Ability to work independently

Ability to work as a team player

Formazione

University degree in finance, law or business related subject

Descrizione del lavoro

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.)

• 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 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