Junior Transaction Officer (VIE)

Indosuez Wealth Management; Roma; In loco; EUR 30.000 - 45.000; Tempo pieno

Descrizione del lavoro

A leading wealth management firm in Rome is seeking a VIE to join the Agency and Middle Office Financing. This position involves monitoring real estate credit transactions and supporting risk management tasks. Candidates should have a degree in Finance, good analytical skills, and be fluent in English and French. The role offers a chance to work in a dynamic environment and gain valuable experience in real estate financing practices.

Competenze

• Good understanding of the financial and banking environment.
• Fast learner with strong problem solving skills.
• Fluent in English and French; basic Italian is a plus.

Mansioni

• Involved in Real Estate Credit monitoring for sensitive files.
• Contribute to a robust control framework for analysis.
• Cooperate with Risk Management and Credit Structuring teams.
• Analyze risks and responses for credit reviews.

Conoscenze

Financial analysis

Problem solving

Communication

MS Office (Excel)

Formazione

Degree in Finance, Economics, or Business Management

Descrizione del lavoro

Mission

Plesae note that only if you have already checked to be eligible for a V.I.E. assignment you can apply for this position.

The VIE will join the business line called Agency and Middle Office Financing (centre of expertise covering all Indosuez entities and centralized in Milan) whose main mission is to support the product line Real Estate Financing in order to allow a controlled growth of the business. More precisely the hub ensures the monitoring of commercial real estate financing transactions through the control of contractual obligations and compliance with preliminary conditions of use. This department is also in charge of offering the Agency service in the case of syndicated financing.

The main tasks for the VIE will be the following :

• To be specifically involved in the Real Estate Credit monitoring circuit, with priority given to sensitive and complex files or dedicated ‘non-standard’ covenants;
• Contribute to a robust permanent control framework to provide timely, reliable and consistent analysis;
• Cooperate with the Risk Management and Credit Structuring teams to assess individual client and sector risks and provide support;
• Contribute to annual credit reviews or specific financing requests, analysing risks, commercial interest, profitability, consistency of strategy;
• Monitor changes in guarantees and their impact on the granting process.

Requirements

Degree in Finance, Economics, Business Management or similar studies

Good understanding of the financial and banking environment (a prior experience in the financial sector will be considered a plus)

Expert in MS Office, especially Excel

Fast learner and strong problem solving skills

Good interpersonal and communication skills with the ability to communicate effectively at all levels

Fluent knowledge of English and French language

Basic knowledge of Italian language will be considered a plus

To discover more about CA Indosuez WM, please visit our page on LinkedIn