Portfolio Strategy & Robo-Advisor Specialist

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

Descrizione del lavoro

A leading private banking firm in Milan is searching for a Portfolio Structuring Advisor Specialist. This full-time role involves developing tailored investment strategies and optimizing model portfolios for clients. The ideal candidate will have a degree in Economics or Finance, at least 2 years of relevant experience, and strong analytical and communication skills. Join a dynamic team to contribute to significant projects like the Robo-for-Advisor initiative.

Competenze

• In-depth knowledge of financial markets and investment instruments.
• At least 2 years of experience in a similar role.
• Experience in complex projects with multiple internal and external stakeholders.

Mansioni

• Developing and optimizing model portfolios for the sales network.
• Analyzing and optimizing the reallocation of portfolios.
• Evaluating investment performance and analyzing portfolios.
• Monitoring economic trends that could impact portfolios.
• Managing the Robo-for-Advisor engine and ensuring continuous updates.

Conoscenze

Analytical skills

Problem-solving skills

Knowledge of financial markets

Customer orientation

Communication skills

Formazione

Degree in Economics, Finance, or related disciplines

Descrizione del lavoro

A leading private banking firm in Milan is searching for a Portfolio Structuring Advisor Specialist. This full-time role involves developing tailored investment strategies and optimizing model portfolios for clients. The ideal candidate will have a degree in Economics or Finance, at least 2 years of relevant experience, and strong analytical and communication skills. Join a dynamic team to contribute to significant projects like the Robo-for-Advisor initiative.