Description du poste You will join our Investment Solutions Department, a business area that aims to centralize all the portfolio management and investment advisory services offered to our clients.
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 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.
Critères de candidature Date de prise de fonction: 17/06/2024 Durée: 6 Poste avec management: Non Cadre / Non Cadre: Non cadre Niveau d'étude minimum: Bac + 5 / M2 et plus Formation / Spécialisation: Master's degree in Finance, Economics or Management Engineering with a specialization in financial markets. A previous successful experience in fund administration or asset management will be considered a plus. Niveau d'expérience minimum: 0 - 2 ans Compétences recherchées: 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. Outils informatiques: 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. Langues: Italian: native; English: fluent. Entreprise Indosuez Wealth Management Le Groupe Indosuez Wealth Management est la marque mondiale de gestion de fortune du groupe Crédit Agricole, 10ème banque au monde par la taille des actifs (the banker 2022). Suite à l'acquisition de Degroof Petercam, banque belge de premier plan, le Groupe Indosuez Wealth Management intègre le Top 10 des acteurs du secteur de la gestion de fortune en Europe avec plus de 200 milliards d'euros d'actifs sous gestion. Façonné par plus de 145 ans d'expérience, le Groupe Indosuez Wealth Management accompagne des grands clients privés, des familles, des entrepreneurs et des investisseurs professionnels du monde entier en leur proposant un continuum de services et d'offres intégrant Conseil & Financement, Solutions d'investissement, Fund servicing & Solutions technologiques et bancaires. Le Groupe Indosuez Wealth Management détient majoritairement la société Azqore, filiale qui apporte une solution technologique complète et intégrée ainsi que des services d'opérations bancaires aux acteurs de la gestion de fortune. Distingué pour sa dimension à la fois humaine et résolument internationale, le Groupe Indosuez Wealth Management rassemble 4 500 collaborateurs dans 16 différents territoires en Europe, Asie-Pacifique, Moyen-Orient et Amérique du nord. www.ca-indosuez.com
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