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Internship: Portfolio Management Assistant M/F


Vacancy details

General information

Entity

About Indosuez Wealth Management

Indosuez Wealth Management is the global wealth management brand of Crédit Agricole group, ranked 13th in the world based on Tier 1 capital (source: The Banker, July 2017).

Shaped by 140 years of experience helping families and entrepreneurs around the globe, Indosuez Wealth Management offers a tailored approach that enables clients to manage, protect and pass on their wealth according to their specific needs. Its teams take a comprehensive view and provide expert advice and exceptional service, offering a wide range of services for the management of both personal and business assets.

Renowned for its international reach combined with a human scale, Indosuez Wealth Management has 3,110 employees in 14 countries around the world, in Europe (France, Belgium, Spain, Italy, Luxembourg, Monaco and Switzerland), Asia-Pacific (Hong Kong, Singapore and New Caledonia), the Middle East (Abu Dhabi, Dubai and Lebanon) and the Americas (Brazil, Uruguay and Miami).

With EUR 118 billion in assets under management (as at 31/12/2017), Indosuez Wealth Management group is one of the global leaders in wealth management.

Visit: https://www.ca-indosuez.com/

  

Reference number

2019-35993  

Publication date

11/01/2019

Job details

Business type

Types of Jobs - Asset Management

Complementary business types

Types of Jobs - Economic and Financial Analysis

Contract type

Internship/Trainee

Expected start date

01/03/2019

Management position

No

Job summary

Il/la candidato/a entrerà a far parte della Branch di Milano di CA Indosuez Wealth (Europe), una Banca specializzata nel Wealth Management che sta vivendo proprio in questi mesi l'integrazione con Banca Leonardo, recentemente acquisita.

La risorsa in particolare sarà inclusa nel team Market and Investment Solutions, a supporto dei portfolio managers. I suoi compiti ricomprenderanno la preparazione di presentazioni, la redazione di commentari e di report, l’analisi delle proposte di asset allocation, la partecipazione alla costruzione di portafogli, la verifica degli ordini eseguiti, nonché l’analisi di dati di mercato. Il/la candidato/a sarà esposto/a ad un ambiente internazionale sfidante e in rapida evoluzione, che richiede capacità multi-tasking, di relazionarsi a più persone all’interno dell'organizzazione, di lavorare su orari estesi e di rispettare scadenze stringenti. Questa esperienza fornirà al(la) candidato/a un’opportunità unica di migliorare le proprie conoscenze in tema di asset allocation e di costruzione dei portafogli per clienti che dispongono di patrimoni importanti, con un focus sugli strumenti di investimento sia tradizionali che innovativi, dalla prospettiva di una delle banche internazionali più attive in questo mercato.

 

About Indosuez Wealth Management

Indosuez Wealth Management is the global wealth management brand of Crédit Agricole group, ranked 13th in the world based on Tier 1 capital (source: The Banker, July 2017).

Shaped by 140 years of experience helping families and entrepreneurs around the globe, Indosuez Wealth Management offers a tailored approach that enables clients to manage, protect and pass on their wealth according to their specific needs. Its teams take a comprehensive view and provide expert advice and exceptional service, offering a wide range of services for the management of both personal and business assets.

Renowned for its international reach combined with a human scale, Indosuez Wealth Management has 3,110 employees in 14 countries around the world, in Europe (France, Belgium, Spain, Italy, Luxembourg, Monaco and Switzerland), Asia-Pacific (Hong Kong, Singapore and New Caledonia), the Middle East (Abu Dhabi, Dubai and Lebanon) and the Americas (Brazil, Uruguay and Miami).

With EUR 118 billion in assets under management (as at 31/12/2017), Indosuez Wealth Management group is one of the global leaders in wealth management.

Job location

Geographical area

Europe, Italy, Lombardy, Milan

Candidate criteria

Minimal education level

Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent

Academic qualification / Speciality

Ottimo percorso accademico preferibilmente con focus su materie come Financial Markets/Intermediaries, Financial Products/Securities, Investment Banking, Corporate Finance, Accounting

Level of minimal experience

0-2 years

Experience

Una precedente esperienza in posizioni similari sarà considerata un plus

Required skills

• Attitudine al lavoro e proattività
• Desiderio di imparare
• Capacità di analisi e sintesi
• Senso di responsabilità

Technical skills required

• Ottima conoscenza di Excel, Powerpoint, Word
• La conoscenza della piattaforma Bloomberg sarà considerata un forte plus
• Capacità analitiche e quantitative
• Buona capacità di creare presentazioni PPT

Languages

Inglese fluente; Italiano madrelingua