General information Entity The Indosuez Wealth Management Group is the global Wealth Management brand of Crédit Agricole's Group, the 10th bank in the world by size of assets (the banker 2022).
Following the acquisition of Degroof Petercam, leading Belgian bank, the Indosuez Wealth Management Group joins the Top 10 players in the wealth management sector in Europe, managing more than 200 billion euros in assets.
Shaped by over 145 years of experience, the Indosuez Wealth Management Group supports large private clients, families, entrepreneurs and professional investors around the world by proposing them a continuum of services and offers integrating Advice & Financing, Investment Solutions, Fund servicing & Technological and banking solutions.
The Indosuez Wealth Management Group owns the majority of Azqore, a company providing a complete and integrated technological solution as well as banking operations services to wealth management players.
The Indosuez Wealth Management Group stand out for its dimension both human and international, with 4500 employees working in 16 different territories of the world: Europe, Asia Pacific, Middle East and North America.
www.ca-indosuez.com
Reference 2024-89864
Publication date 27/05/2024
Position description Business type Types of Jobs - Economic and Financial Analysis
Job title Junior Portfolio Management Analyst (Internship) M/F
Contract type Internship/Trainee
Term (in months) 6
Expected start date 17/06/2024
Management position No
Executive / Non executive Non cadre
Job summary 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.
Position location Geographical area Europe, Italy, Lombardy, Milan
City
MILANO
Candidate criteria Minimal education level Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent
Academic qualification / Speciality Master's degree in Finance, Economics or Management Engineering with a specialization in financial markets
Level of minimal experience 0-2 years
Experience A previous successful experience in fund administration or asset management will be considered a plus
Required skills 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 Technical skills required 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 Languages Italian: native; English: fluent
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