Junior Structured Credits & Real Estate Analyst

Indosuez Wealth Management; Milano; In loco; EUR 55.000 - 75.000; Tempo pieno

Descrizione del lavoro

The Junior Structured Credits & Real Estate Analyst role at Indosuez Wealth Management in Milano involves analyzing client financials and constructing financing options for residential and commercial real estate. You will prepare credit papers, term sheets, and marketing materials while coordinating with Wealth Managers and risk teams.

The position starts January 2027 under a Volontariat International en Entreprise (V.I.E.) contract, with compliance to regulatory standards.

Competenze

• Expertise in financial statement analysis and creditworthiness assessment.
• Ability to work in synergy with the Team.
• Ability to meet deadlines with increasing independence.
• Proactivity, accuracy, desire to learn and sense of responsibility.
• Excellent command of Office tools, especially PowerPoint and Excel; strong analytical, synthesis and writing skills.
• Fluency in English.

Mansioni

• Participate in deployment of the business offering in real estate and finance.
• Analyze financial situations of clients and assess suitable strategies.
• Prepare analyses, reports, term sheets and pitch books for clients.
• Prepare credit papers and financing transaction requests.
• Interact with Wealth Managers, Risk, Legal and other divisions.
• Assist in execution of deals.
• Document projects with regular reporting.
• Maintain knowledge of clients' financial needs and risks per regulatory standards.

Conoscenze

Financial analysis

Credit assessment

English fluency

PowerPoint

Excel

Analytical skills

Writing skills

Descrizione del lavoro

The resource will actively participate in the deployment of the business offering (residential and commercial real estate finance, corporate finance, lombard/securities based lending, HoldCo finance), supporting the local team in the day-by-day activities.

Main tasks

• Analyze the financial situation of clients and / or prospects and assess which extraordinary financial strategy best fits their needs.
• Prepare analyses, reports, marketing pitch-books, term sheets and related materials to be delivered to clients and prospects.
• Prepare credit papers and financing transaction requests.
• Interact with other key divisions of the Bank along the credit process (Wealth Managers, Risk, Legal Team etc.)
• Assist in the execution of deals.
• Document projects and activities through a structured and regular reporting.
• Document and maintain the knowledge of the financial situation and the needs of the Client, taking into account at the same time financial, professional and personal aspects..
• Identify and manage all risks and compliance issues for the client and the bank, based on latest regulation given by competent national and international Authorities as well as the Group.

Requirements

• Expertise in financial statement analysis and creditworthiness assessment
• Ability to work in synergy with the Team
• Ability to match deadlines and to be accountable for individual projects to be developed with a good and increasing degree of independecy
• Proactivity, accuracy, desire to learn, sense of responsibility
• Excellent command of Office tools, in particular Power Point and Excel; Excellent analytical, synthesis and writing skills
• Fluency in English
• Knowledge of the Real Estate Finance business would be considered a plus

Contract offered: Volontariat International en Entreprise (V.I.E.)

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

Starting date: January 2027

About Indosuez Wealth Management is committed to ensuring equal treatment for all candidates according to the principles of Diversity and Inclusion.

xysqume The requested data will be processed in full compliance with the provisions of European Regulation 679/2016 and subsequent amendments and integrations.

Junior Structured Credits & Real Estate Analyst • Milano, IT