20 annunci per il ruolo di risk analyst - lombardia (recruiting in corso)

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Be Group —Milano, Lombardia
- Microsoft Powerpoint
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- Inglese

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Junior Portfolio Management Analyst M/F

Indosuez Wealth Management -
Milano, Lombardia

Candidati adesso

Dettagli della posizione

Qualifiche

Microsoft Powerpoint
Microsoft Excel
Gestionale
Ingegneria
Inglese
Bloomberg
Microsoft Office
Laurea magistrale
Competenze analitiche
Gestione del rischio
Italiano

Descrizione completa della posizione

Description du poste

You will join our Markets & Investment Solutions (MIS) Team, a department that centralizes all portfolio management and investment advisory services offered to our Clients.

Under the supervision of the local Head of MIS, you will work in direct support of our Portfolio Managers in their daily activities, thereby gaining exposure to the full scope of the department’s operations.

In particular, you will have the possibility to:

carry out various data analysis activities for the DPM client base, ensuring compliance with federal investment guidelines and client-imposed constraints and objectives

automate and improve existing and new processes through the use of VBA to ensure continuous efficiency in daily activities

work on the implementation of dashboards providing the managers with continuously updated financial data

create PowerPoint presentations, reports, performance files, etc. intended for commercial purposes or for client meetings and committees

participate in portfolio analysis, in the analysis of asset allocation proposals, and in portfolio construction

interact with other external stakeholders of the department, including relationship managers, to ensure timely execution of client requests

verify executed orders

Télétravail : hybride

Critères de candidature
Date de prise de fonction
03/08/2026
Poste avec management
Non
Cadre / Non Cadre
Non cadre
Niveau d'étude minimum
Bac + 4 / M1
Formation / Spécialisation
master's degree in Finance, Economics or Management Engineering with a specialization in financial markets
a previous internship or work experience in asset management, risk management, financial advisory or in investment banking is considered a plus but not mandatory
Niveau d'expérience minimum
0 - 2 ans
Compétences recherchées
· you have ideally been trained on Bloomberg during a previous experience· you have an excellent command of IT tools and the Microsoft Office Suite, in particular Power Point, Excel and Visual Basic for Applications (VBA), which will be essential for the successful completion of this mission· you have a strong organizational and multitasking abilities, with a proven capacity to work under pressure and meet tight deadlines· you have excellent analytical, synthesis and writing skills, attention to detail and accuracy in the preparation of reports and presentations· you have a proactive attitude, curiosity and willingness to learn and grow within the portfolio management and investment advisory field· italian: good/basic knowledge· english: fluent· soft skills: confidentiality, initiative and ability to work both independently and in a team, precision, proactive approach, flexibility, good communication and interpersonal skills, accuracy, sense of responsibility
Outils informatiques
you have an excellent command of IT tools and the Microsoft Office Suite, in particular Power Point, Excel and Visual Basic for Applications (VBA), which will be essential for the successful completion of this mission
Langues
english,italian

Entreprise Indosuez Wealth Management
Le Groupe Indosuez Wealth Management est la marque mondiale de gestion de fortune du groupe Crédit Agricole, 10ème banque au monde par la taille des actifs (the banker 2022). Suite à l'acquisition de Degroof Petercam, banque belge de premier plan, le Groupe Indosuez Wealth Management intègre le Top 10 des acteurs du secteur de la gestion de fortune en Europe avec plus de 200 milliards d'euros d'actifs sous gestion.

Façonné par plus de 145 ans d'expérience, le Groupe Indosuez Wealth Management accompagne des grands clients privés, des familles, des entrepreneurs et des investisseurs professionnels du monde entier en leur proposant un continuum de services et d'offres intégrant Conseil & Financement, Solutions d'investissement, Fund servicing & Solutions technologiques et bancaires. Le Groupe Indosuez Wealth Management détient la société Azqore, filiale qui apporte une solution technologique complète et intégrée ainsi que des services d'opérations bancaires aux acteurs de la gestion de fortune. Distingué pour sa dimension à la fois humaine et résolument internationale, le Groupe Indosuez Wealth Management rassemble 4 500 collaborateurs dans 16 différents territoires en Europe, en Asie-Pacifique et au Moyen-Orient.

www.ca-indosuez.com

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