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Financial analyst for portfolio management and financial advisory boutique

Thu 23 Feb 2017

An independent portfolio management and advisory boutique based in Milan is planning to add a financial analyst to its financial advisory team. The Company was established in 1977, the portfolio management activity started in 1992 and the financial advisory activity started in 1995.

The initial task of the analyst will include:
• Collection of portfolio data from external portfolio managers
• Validation and uploading of the data on the monitoring system
• Production of reports on the financial markets
• Production of reports on the portfolios of the customers of the advisory activity
• Maintenance and improvement of the monitoring system

The ideal candidate should:
• Have a general knowledge of the financial markets (MS in Economics, Business Engineering, Finance or related subject)
• Have skills in the evaluation of portfolio performance and risk
• Be fluent in English
• Have good analytical skills
• Have a good knowledge of MS Word and an advanced knowledge of MS Excel

Experience in use of the Bloomberg system, strong IT skills and/or being CFA charterholder or candidate will be considered an advantage.

Position: full time.

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