Junior Structured Credits & Real Estate Analyst (VIE)

Indosuez Wealth Management; Milano; In loco; EUR 30.000 - 50.000; Tempo pieno

Descrizione del lavoro

Indosuez Wealth Management Italy seeks a finance professional for a Volontariat International en Entreprise (V.I.E.) starting January 2027 in Milano. You will support real estate and corporate finance offerings, analyze client financials and prepare credit papers and marketing materials.

You will interact with Wealth Managers, Risk and Legal, manage deadlines and contribute to structured financing in an international banking setting.

Competenze

• Expertise in financial statement analysis and creditworthiness assessment.
• Fluency in English.
• Excellent analytical, synthesis and writing skills.
• Ability to work in synergy with the Team and meet deadlines.
• Proactivity, accuracy, desire to learn and sense of responsibility.
• Knowledge of Real Estate Finance would be considered a plus.

Mansioni

• Actively participate in deploying the business offering (real estate and corporate finance, Lombard/securities-based lending).
• Analyze the financial situation of clients and assess the best strategy.
• Prepare analyses, reports, pitch-books, term sheets and related materials for clients and prospects.
• Prepare credit papers and financing transaction requests.
• Interact with key divisions (Wealth Managers, Risk, Legal) during the credit process.
• Assist in the execution of deals and document projects with regular reporting.
• Maintain knowledge of the client's financial needs and regulatory considerations.

Conoscenze

Financial statement analysis

Creditworthiness assessment

English fluency

Team collaboration

Independence on projects

Proactivity and responsibility

Office tools: PowerPoint and Excel

Real Estate Finance knowledge (plus)

Strumenti

PowerPoint

Excel

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.

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.

The resource will be exposed to a challenging and rapidly changing international environment, which requires multi-tasking skills, relating to several key people within the organization, and meeting tight deadlines. It's a good opportunity to discover the world of Wealth Management, in particular on the structured financing side, from the perspective of one of the most active international banks in this market.

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

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

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