Junior Portfolio Management Analyst M/F

You will join our Markets & Investment Solutions (MIS) Team, a department that centralizes all portfolio management and investment advisory services offered to our Clients.

Under the supervision of the local Head of MIS, you will work in direct support of our Portfolio Managers in their daily activities, thereby gaining exposure to the full scope of the department’s operations.

In particular, you will have the possibility to:

·         carry out various data analysis activities for the DPM client base, ensuring compliance with federal investment guidelines and client-imposed constraints and objectives

·         automate and improve existing and new processes through the use of VBA to ensure continuous efficiency in daily activities

·         work on the implementation of dashboards providing the managers with continuously updated financial data

·         create PowerPoint presentations, reports, performance files, etc. intended for commercial purposes or for client meetings and committees

·         participate in portfolio analysis, in the analysis of asset allocation proposals, and in portfolio construction

·         interact with other external stakeholders of the department, including relationship managers, to ensure timely execution of client requests

·         verify executed orders

Télétravail : hybride

Complément

You will be part of a stimulating and rapidly evolving international environment, which requires strong multitasking abilities, the capacity to interact with various key stakeholders within the organization, and the ability to meet tight deadlines. This experience will enable you to deepen your knowledge of asset allocation and portfolio construction for clients in the High or Ultra High Net Worth Individuals segment, with a focus on both traditional and innovative investment instruments.

• Date de prise de fonction

  03/08/2026

  Poste avec management

  Non

  Cadre / Non Cadre

  Non cadre

  Niveau d'étude minimum

  Bac + 4 / M1

  Formation / Spécialisation

  ·         master's degree in Finance, Economics or Management Engineering with a specialization in financial markets ·         a previous internship or work experience in asset management, risk management, financial advisory or in investment banking is considered a plus but not mandatory

  Niveau d'expérience minimum

  0 - 2 ans

  Compétences recherchées

  ·         you have ideally been trained on Bloomberg during a previous experience·         you have an excellent command of IT tools and the Microsoft Office Suite, in particular Power Point, Excel and Visual Basic for Applications (VBA), which will be essential for the successful completion of this mission·         you have a strong organizational and multitasking abilities, with a proven capacity to work under pressure and meet tight deadlines·         you have excellent analytical, synthesis and writing skills, attention to detail and accuracy in the preparation of reports and presentations·         you have a proactive attitude, curiosity and willingness to learn and grow within the portfolio management and investment advisory field·         italian: good/basic knowledge·         english: fluent·         soft skills: confidentiality, initiative and ability to work both independently and in a team, precision, proactive approach, flexibility, good communication and interpersonal skills, accuracy, sense of responsibility

  Outils informatiques

  ·         you have an excellent command of IT tools and the Microsoft Office Suite, in particular Power Point, Excel and Visual Basic for Applications (VBA), which will be essential for the successful completion of this mission

  Langues

  english,italian

• Le Groupe Indosuez Wealth Management est la marque mondiale de gestion de fortune du groupe Crédit Agricole, 10ème banque au monde par la taille des actifs (the banker 2022).

  Suite à l'acquisition de Degroof Petercam, banque belge de premier plan, le Groupe Indosuez Wealth Management intègre le Top 10 des acteurs du secteur de la gestion de fortune en Europe avec plus de 200 milliards d'euros d'actifs sous gestion. Façonné par plus de 145 ans d'expérience, le Groupe Indosuez Wealth Management accompagne des grands clients privés, des familles, des entrepreneurs et des investisseurs professionnels du monde entier en leur proposant un continuum de services et d'offres intégrant Conseil & Financement, Solutions d'investissement, Fund servicing & Solutions technologiques et bancaires. Le Groupe Indosuez Wealth Management détient majoritairement la société Azqore, filiale qui apporte une solution technologique complète et intégrée ainsi que des services d'opérations bancaires aux acteurs de la gestion de fortune. Distingué pour sa dimension à la fois humaine et résolument internationale, le Groupe Indosuez Wealth Management rassemble 4 500 collaborateurs dans 16 différents territoires en Europe, Asie-Pacifique, Moyen-Orient et Amérique du nord.