Equity/bond Specialist - Milano, Italia - Generali Italia

Generali Italia

Azienda verificata

Milano, Italia

3 settimane fa

Inviato da:

Piero Bianchi

Reclutatore di talenti per beBee

Descrizione

Banca Generali is a leading company in Italy in private banking, able to offer its customers the best strategies for effective financial planning.

Markets Strategy is the unit of Financial Advisory Department in charge of:

supporting Strategic Asset Allocation Committee in defining quarterly Strategic Asset Allocation

- setting up monthly Tactical Asset Allocation for the Financial Advisory Department
- identifying financial instruments to provide investment solutions to Banca Generali's FA network

Delivering financial reporting to clients

Key responsibilities of the role will include:

provide forecast and trends on the equity or bond asset class and tactical view on the main equity or bond markets

- provide investment ideas and reports
- provide equity/bond picking in order to manage a buy&sell selection in the main financial markets
- develop financial reporting to our clients and our Financial Advisors
- develop detailed internal and external investment reports
- support the team in day-by-day activity

Must have:

Bachelor's degree in finance, business administration, or a similar field
A minimum of 3 years' experience as an equity analyst/portfolio manager in a related industry
Ability to understand stock market trends and identify investment opportunities
Analytical thinking
Ability to develop and deliver financial reports
Advanced Excel and Powerpoint knowledge

Nice to have: