Junior Portfolio Management Analyst (VIE)

JR Italy; Monza; In loco; EUR 40.000 - 80.000; Tempo pieno

Descrizione del lavoro

An established industry player is seeking a motivated professional to join their Markets & Investment Solutions Department. In this role, you will support Portfolio Managers by developing analytical tools, preparing reports, and conducting market analyses. You'll thrive in a dynamic international environment, enhancing your expertise in asset allocation and portfolio construction. This is a fantastic opportunity to work with high-net-worth clients and gain invaluable experience in the financial sector, all while contributing to a team that values initiative and effective communication.

Competenze

• Master's degree required with a specialization in financial markets.
• Experience in fund administration or asset management is a plus.

Mansioni

• Support Portfolio Managers in investment advisory services.
• Prepare reports and presentations for client meetings.

Conoscenze

Analytical Skills

Communication Skills

Financial Market Knowledge

Teamwork

Proactive Approach

Formazione

Master's degree in Finance

Economics

Management Engineering

Strumenti

PowerPoint

Excel

Visual Basic

Bloomberg

Descrizione del lavoro

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Job Reference:

522702614183909785633711

Job Views:

2

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

Mission:

You will join our Markets & Investment Solutions Department, a business area that aims to centralize all the portfolio management and investment advisory services offered to our clients.

Under the supervision of the local Chief Investment Officer, you will work in direct support of our Portfolio Managers to discover the full scope of our business. More in detail, you will have the possibility to:

• work on the implementation of indicators and dashboards providing the managers with continuously updated financial data
• work on the development of tools to monitor stock market positions
• carry out various data analysis activities, market analyses and researches, also participating in the stock selection process
• prepare PowerPoint presentation documents, reports, performance files, etc., for sales campaigns or client meetings and committees
• participate in portfolio analysis, asset allocation proposals, and portfolio construction
• write commentaries and reports
• check executed orders

You will be exposed to a challenging and rapidly changing international environment, requiring multi-tasking skills and effective communication with key stakeholders within the organization. This experience will enhance your knowledge of asset allocation and portfolio construction for clients, focusing on both traditional and innovative investment instruments, especially for High or Ultra High Net Worth Individuals.

Requirements:

• Master's degree in Finance, Economics, or Management Engineering with a specialization in financial markets
• Previous successful experience in fund administration or asset management is a plus
• Good knowledge of financial markets and/or the fund industry (Asset allocation/Portfolio management, Financial Products/Securities)
• Training on Bloomberg during previous experience is preferred
• Excellent command of IT tools, especially PowerPoint, Excel, and Visual Basic
• Excellent analytical, synthesis, and writing skills
• Italian: mother tongue
• Personal characteristics: confidentiality, initiative, ability to work independently and in a team, precision, proactive approach, flexibility, good communication and interpersonal skills, accuracy, sense of responsibility

Please note that Italian citizens are not eligible for this contract. For more information, please visit the Business France website.