Moteur de recherche d'offres d'emploi Indosuez Wealth Management

PORTFOLIO MANAGEMENT ASSISTANT M/F


Vacancy details

General information

Entity

Indosuez Wealth Management is the global wealth management brand of the Crédit Agricole group, the world's 10th largest bank by total assets (The Banker - July 2021, based on 2020 year-end results).

Shaped by more than 145 years of experience in supporting families and entrepreneurs around the world, Indosuez Wealth Management offers a tailor-made approach that allows each of its clients to protect, and develop their wealth in alignment with their aspirations. With their comprehensive approach, their teams provide expert advice and exceptional service across one of the broadest spectrums of the profession, for both private and professional wealth management.

Set apart by their personal yet resolutely international scope, Indosuez Wealth Management employs 2,955 people in 10 territories around the world: in Europe (Belgium, Spain, France, Italy, Luxembourg, Monaco, and Switzerland), the Asia-Pacific region (Hong Kong SAR, New Caledonia, and Singapore), and the Middle East (United Arab Emirates).

With 135 billion euros in assets under management (as of 31/12/2021), Indosuez Wealth Management is one of the world's leading wealth management companies.


www.ca-indosuez.com


  

Reference

2022-72251  

Publication date

19/09/2022

Position description

Business type

Types of Jobs - Economic and Financial Analysis

Job title

PORTFOLIO MANAGEMENT ASSISTANT M/F

Contract type

VIE Programme

Term (in months)

24

Expected start date

05/12/2022

Management position

No

Executive / Non executive

Non cadre

Job summary

You will join our Markets & Investment Solutions Department, a business area that aims to centralize all the portfolio management and investment advisory services offered to our clients, as well as marketing activities.

Under the supervision of the Head of Investment Solutions & Portfolio Management, you will work in direct support of our Portfolio Managers to discover the full scope of our business. More in detail, you will have the possibility to:

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

· work on the development of tools to monitor stock market positions

· carry out various data analysis activities, market analyses and researches, also participating in the stock selection process

· prepare PowerPoint presentation documents, reports, performance files, etc. intended for sales campaigns or for clients meetings and committees

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

· write commentaries and reports

· check executed orders, as well as activities related to a system migration process (e.g., analysis of post-migration portfolio risk profiles)

You will be exposed to a challenging and rapidly changing international environment, which requires multi-tasking skills, relating to multiple key people within the organization, and meeting tight deadlines. This experience will provide you with the opportunity to enhance your knowledge of asset allocation and portfolio construction for clients belonging to the High or Ultra High Net Worth Individuals target, with a focus on both traditional and innovative investment instruments.

You will have the opportunity to demonstrate the breadth and depth of your financial knowledge by enabling our managers to optimize their daily work.

Strong analytical, quantitative and computer skills are a necessary prerequisite.

Position location

Geographical area

Europe, Italy, Lombardy, Milan

City

MILANO

Candidate criteria

Minimal education level

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

Academic qualification / Speciality

Master's degree in Finance, Economics or Management Engineering with a specialization in financial markets

Level of minimal experience

0-2 years

Experience

A previous successful experience in fund administration or asset management will be considered a plus

Required skills

- good knowledge of the financial markets and/or the fund industry (Asset allocation/Portfolio management, Financial Products/Securities)

- initiative and ability to work both independently and in a team

- good interpersonal and communication skills 

- proactivity, accuracy, desire to learn, sense of responsibility

Technical skills required

·  You have ideally been trained on Bloomberg during a previous experience

·  You have an excellent command of IT tools, in particular Power Point, Excel and Visual Basic, which will be essential for the successful completion of this mission

·  You have excellent analytical, synthesis and writing skills

Languages

Italian: fluent ; English/French: good knowledge