Junior Specialist Consulenza Fondi e ETF - Internship
Core
Support private bankers in selecting financial instruments (OICR, ETFs, stocks, bonds) and building/maintaining client portfolios.
Role type
Junior Specialist in Fund and ETF Consulting (Internship)
Builds
Model portfolios, product lists, and portfolio analysis reports for the sales network.
Domain
Private Banking / Wealth Management
Deliverable
product features
Required skills
Excel proficiency, knowledge of AI platforms, English (written and spoken), degree in economic and quantitative fields
Preferred skills
Teamwork, communication skills
Responsibilities
Build model portfolios to support the network, respond to commercial requests for product lists and portfolio analysis, create periodic performance reports, organize meetings with product houses.
Seniority
Internship (3-6 months)
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