Indosuez Wealth Management - Junior Portfolio Management Analyst M/F
CA Indosuez Wealth Management
Publiée le
25/04/2026
Contrat
VIE · Inconnue
Localisation
MILANO
Taille équipe
2000+ emp.
Rémunération
Inconnue
Missions clés
Rejoindre l'équipe des Marchés et Solutions d'Investissement (MIS) · Soutenir les gestionnaires de portefeuille dans leurs activités quotidiennes · Effectuer des analyses de données pour la base de clients DPM
Profil recherché
Bac +5 (Master 2, Diplôme d'ingénieur) · 0-1 ans d'expérience · Confidentialité · Initiative · Capacité à travailler de manière autonome et en équipe · Précision
Outils & compétences
VBA, Microsoft Office Suite, Power Point, Excel
Le poste en détail
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