Consultant - Wealth And Asset Management Bardi

Consultant - Wealth And Asset Management
Bardi
Emilia Romagna, Bardi

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: Milan/Bologna WHAT WE OFFER: 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. PEOPLE PROGRAM: Our evaluation system is based on the full enhancement of people and their continuous dialogue as a stimulus for regular, mutual professional and personal growth. Transparent discussions between managers and team members are set up within the projects, where reciprocal and timely feedback is exchanged. The process is fully digitalized and aimed at continuously improving the development trajectory of the individual and the company. 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. WIN/WIN POLICY: If you are one of our employees, and you recommend a person who is later recruited, you are entitled to a financial bonus This is an important opportunity to contribute to the growth of Prometeia as a whole, by attracting acknowledged market professionals and new tech talents. PHYGITAL MANAGEMENT: Through the dedicated app Pr(Home)teia, we have completely digitalized and integrated the management of our physical and virtual environments. Access to the office, smart working, workstations, meeting rooms, carpooling everything is just a click away. 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. In the Sustainability Report we report the results achieved within the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda that, drafted by the United Nations in 2016, we have been supporting since 2020. J-18808-Ljbffr