Equity/Bond Specialist Milano

Equity/Bond Specialist
Milano
Lombardia, Milano

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:

- Familiarity with trading of securities

- Bloomberg experience

- Effective communication skills, both oral and written

- Ability to meet deadlines and strong commitment to goal achievement

- Strong team player

- Structured, meticulous, analytical and detail oriented