Portfolio Structuring & Advisory Internship

Generali Italia; Lombardia; On-site; EUR 6,700 - 11,000; Part time

Job summary

Banca Generali is seeking an energetic Intern to join the Portfolio Structuring & Advisory Team. You will contribute to the development of model portfolios, assist in portfolio analysis, and support investment reporting within a leading private banking environment.

The role offers exposure to portfolio construction, investment analysis, and innovative advisory projects while collaborating with internal teams across the organization.

Qualifications

• Master's degree student or recent graduate in a relevant field.
• Strong interest in financial markets and investments.
• Excellent Excel and PowerPoint skills.
• Analytical and quantitative mindset.
• Good English communication.

Responsibilities

• Assist in development and monitoring of model portfolios for the Bank's advisory network.
• Support portfolio analysis and asset allocation reviews across asset classes.
• Prepare performance analyses and investment reports.
• Monitor financial markets and macro trends relevant to portfolio management.
• Contribute to maintaining advisory tools including the Robo-for-Advisor platform.
• Collaborate with internal stakeholders on investment projects.

Skills

Excel

PowerPoint

Analytical mindset

Team player

Proactive attitude

English proficiency

Education

Master's Degree candidate or recent graduate in Economics/Finance/Statistics/Math/Engineering

Tools

Robo-for-Advisor platform

Job description

Job Description

Banca Generali is a leading private bank in Italy, dedicated to providing clients with personalized financial planning and investment solutions through a network of highly qualified financial advisors.

We are looking for a motivated Intern to join the Portfolio Structuring & Advisory Team.

The team supports the Bank's distribution networks by developing investment solutions and model portfolios tailored to different client needs and risk profiles. This internship represents an excellent opportunity to gain exposure to portfolio construction, investment analysis, and innovative projects within a leading private banking environment.

As an intern, you will support the team in:

• Assisting in the development and monitoring of model portfolios for the Bank's advisory network
• Supporting portfolio analysis and asset allocation reviews across different asset classes and financial instruments
• Contributing to the preparation of performance analyses and investment reports
• Monitoring financial markets and macroeconomic trends relevant to portfolio management
• Supporting the maintenance and evolution of innovative advisory tools, including the Robo-for-Advisor platform
• Collaborating with internal stakeholders on projects related to investment advisory and portfolio solution.

Requirements

• Master's Degree student or recent graduate in Economics, Finance, Statistics, Mathematics, Engineering, or related disciplines
• Passion for financial markets and investments
• Strong analytical and quantitative mindset
• Good knowledge of Microsoft Excel and PowerPoint
• Ability to work effectively in a team and manage multiple tasks
• Proactive attitude and willingness to learn
• Good knowledge of English.

Company Profile

Banca Generali is proud to be an inclusive temporary employer that considers applicants regardless of gender, gender identity, sexual orientation, ethnicity, disability, religion, political views, marital status or philosophy of life.

If you have a disability or special need that requires accommodation or assistance, we will support you during the selection process.