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Junior Position in a Wealth Management Company

Fri 29 Sep 2017

Recent and dynamic Wealth Management Company is looking for a Junior candidate, initially for a 6/12 months stage, and possibly to be confirmed for a full time position.

The initial tasks of the candidate will include:
• Significant Middle Office Responsibilities, such as sending orders for portfolios and taking care of portfolios position keeping.
• Keeping updated a database of structured financial product
• Prepare Presentations and Marketing material, both in English and in Italian, and Reports regarding Clients portfolios.

When he or she will have gained more experience, he or she will be involved in the active Management of some Portfolios.

The ideal candidate should:
• Have multi-tasking skills, and very good organizational skills, be efficient in spending his/her time, respecting agenda and deadlines (he or she will have to take care of a day by day agenda with a list of different topics to cover, emails to follow on etc..)
• Have a general knowledge of the financial markets
• Have skills in the evaluation of portfolio performance and risk
• Be fluent in English
• Have a very good knowledge of MS PowerPoint and an advanced knowledge of MS Excel (usage also of advanced functionalities, such as complex formulas, pivot tables, solver etc) and some knowledge of Visual Basic for Excel.
Programming skills are not requested, but a knowledge of programming approach and how to use a database are required.
• Be able of reading and understanding final terms / termsheet of different structured products, and then transferring data in to an excel.

A previous working experience is NOT required.

He/she should display strong motivation, passion for learning, precision in execution, working hours flexibility and commitment to job.
Being a CFA Charterholder or a Candidate in the program will certainly be considered an important plus.

Location: Milan


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