Job description
Banca Generali (www.bancagenerali.com ), a private bank leader in Italy in financial planning and in the protection of clients through a network of private consultants at the top of the sector in terms of skills and expertise/professionalism, is looking for a Portfolio Manager for its Customized Discretionary Mandates Unit within the Area Asset Management.
The Customized Discretionary Mandates Unit manages HNWI segregated accounts.
The ideal candidate will work on the following activities:
- Updating and Monitoring the position keeping of the assigned Client’s Accounts
- Being proactive in generating investment ideas
- Caring of the implementation of the asset allocation activities on the portfolios assigned
- Periodic Reporting for Clients Accounts
- Keeping Update of the Funds Databases
Effective candidate activities and responsibilities will depend on skills and seniority and will follow a progressive competence development path.
Core Skills:
Degree in Economics or Finance or Engineering or Mathematics or Physics
Knowledge of financial instruments and markets are required
Equity background is preferential
Main Skills required:
Fluent in English and Italian are requirements, a second foreign language is a plus
Good Knowledge of Bloomberg
Good knowledge of MS Office and advanced knowledge of Excel. DB query language knowledge would represent a plus
Previous Experiences:
Experience of 2-4 years in Asset Management (Fund Selection, Portfolio Management or as an Analyst) is required
Ability to work autonomously and proactively on assigned tasks, taking over responsibility at a very early stage
Humble, flexible and hands-on approach to solve problems with a strong team player attitude
Ability to perform well under pressure and against tight deadlines
Genuine passion for Financial Markets
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