Consultant - Wealth and Asset Management Are you curious, do you want to get involved, become part of a dynamic company and have the opportunity to innovate with your work and skills?
Prometeia offers you opportunities for growth and training in a Group with over 1000 professionals working for more than 500 clients in 20 countries around the world.
Among the European leaders in Enterprise Risk Management and Wealth & Asset Management solutions, Prometeia seeks a resource to join teams specializing in business intelligence, data mining and banking process consulting for Italian and international financial intermediaries.
MAIN TASKS: Analysis and benchmarking of investment products with respect to performance, structure, and ESG approach
Analysis to support intermediaries' operational processes
Analysis of industry regulations
Fundamental analysis of individual investment initiatives
Audits of valuation processes
Client interaction and participation in the drafting of business proposals and analysis/development of new business opportunities
EDUCATION AND EXPERIENCE: Prior experience of at least 2/3 years, within consulting or Fintech companies or in the areas, Asset Management of financial intermediaries and SGRs
Bachelor's or master's degree with excellent grades in economic-financial or management engineering disciplines
Knowledge of MS OFFICE applications and relational databases
Good knowledge of English, knowledge of a second foreign language appreciated
SOFT SKILLS: Excellent diagnostic and problem solving skills
Communication and organization of own work
Time management and aptitude for teamwork
LOCATION: WHAT WE OFFER: COMPENSATION, WELFARE & BENEFIT Our history, as well as the future, is based on the value of our people. The biggest investment at Prometeia is in our people, and it concerns every aspect of professional life. We call it 'Total Compensation' and is made up of Compensation - consisting of a fixed and a variable component -, an important Welfare Plan, active since 2015 – we have been among the first to introduce it in Italy - and Benefits, which include all the initiatives undertaken for the well-being of our people.
SMART WORKING Flexibility is an intrinsic value of the way we work. At Prometeia, smart working is an organizational method based on trust, which results in benefits in terms of work/life balance, impact on the environment and optimization of company results, through autonomy and empowerment of people.
TRAINING Prometeia means ongoing training. We provide an average of 11 days of training per year to our people, in-person and online. Particular attention is paid to younger colleagues, who are the protagonists of dedicated growth programs, and to the continuous sharing and internal transfer of know-how and skills. On-the-job training is also important, through immediate and direct confrontation with the market.
COMMUNITY Our Community is extremely diverse, as are the skills of the people who are part of it and who share its values, and the individuals and organizations that are directly or indirectly involved in our activities. Clients, People of the Group, Alumni, Institutions, Academia, non-profit entities with which we actively collaborate, are stakeholders representing a great value for us, in terms of trust and collaboration.
DIVERSITY We promote and respect equal opportunities and consider differences as a value. Diversity & Inclusion are fundamental values: from the selection phase to everyday life, also through dedicated training moments to develop individual sensitivities and unicities.
IMPACT We responsibly take an active role towards the environment, the territories and the communities in which we operate. Our Headquarter in Bologna has obtained the Leed Gold Certification, one of the highest awards that recognizes the performance of the building in terms of energy and water savings, reduction of CO2 emissions, improvement of the ecological quality of the interior, materials and resources used.
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