Portfolio Advisor Specialist

Banca Generali; Milano; In loco; EUR 45.000 - 65.000; Tempo pieno

Descrizione del lavoro

A leading financial institution in Milan is looking for a candidate to develop and optimize model portfolios for their sales network. The successful applicant will evaluate investment performances and collaborate with various teams on significant projects, including the innovative Robo-for-Advisor engine. Key qualifications include a degree in finance or economics and at least three years of experience in a similar role. Strong analytical skills and knowledge of financial markets are essential for this opportunity.

Competenze

• In-depth knowledge of financial markets and investment instruments.
• Excellent analytical and problem-solving skills.
• At least 3 years of experience in a similar role.

Mansioni

• Develop and optimize model portfolios for the sales network.
• Analyze and optimize portfolio reallocations across asset classes.
• Evaluate investment performance and monitor economic trends.
• Manage and develop the Robo-for-Advisor engine.

Conoscenze

Financial analysis

Investment optimization

Problem-solving

Stakeholder management

Formazione

Degree in Economics, Finance, or related disciplines

Descrizione del lavoro

The successful candidate will be responsible for contributing to the development of model portfolios. The team, focused on innovation, is engaged in significant projects such as the Robo-for-Advisor initiative, which integrates technical and financial aspects, involving various company functions and external partners.

Main Task and key responsibilities

• Developing and optimizing model portfolios for the sales network and creating tailored solutions for private clients.
• Analyzing and optimizing the reallocation of portfolios across different asset classes and instruments.
• Evaluating investment performance and analyzing portfolios.
• Monitoring economic trends that could impact portfolios.
• Managing and developing the Robo-for-Advisor engine, coordinating with other company functions and ensuring continuous updates

Must have

• Degree in Economics, Finance, or related disciplines.
• In-depth knowledge of financial markets and investment instruments.
• Excellent analytical and problem-solving skills.
• At least
• years of experience in similar role
• Experience in complex projects with multiple internal and external stakeholders.

Nice to have

• Strong communication skills and customer orientation
• Proficiency in English