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Financial analyst (milano)

Milano
Txt E-Solutions
Pubblicato il Pubblicato 16h fa
Descrizione

Reversal (https://www.re-versal.com/it) is an investment firm (SIM) authorized to provide advisory and placement services, and is majority-owned by TXT Group.

Reversal acts as a partner and exclusive distributor in the Italian market for the expertise and products of one of the most significant global asset/wealth managers based in the United States: Northern Trust.

To strengthen the team, TXT is looking for a Financial Analyst to join the Investment area of Reversal.

The candidate will be involved in the activities of the Investment Team, with progressively increasing responsibility in the management and monitoring of portfolios in support of private bankers and clients.

Main Activities

The resource will be directly involved in the following tasks, with a project-focused role within the controlled SIM:

- Defining and monitoring strategic and tactical asset allocation

- Creating and monitoring model portfolios to support private bankers

- Analyzing and monitoring investment instruments (funds, ETFs, securities)

- Supporting the definition of the product offering (commercial priorities and offering development)

- Producing commercial materials for market updates, investment views, and product/investment solution offerings

- Preparing materials for the investment committee

Technical Requirements:

- Intermediate to advanced knowledge of financial markets

- Excellent written and verbal communication skills

- Strong proficiency in Microsoft Office (especially PowerPoint and Excel) and Bloomberg

- Good knowledge of English Degree in economic or financial disciplines

Education: Degree in economic or financial disciplines.

Why choose Reversal?

- You will join an innovative and rapidly growing company in the Italian wealth management landscape, where Reversal SIM is increasingly establishing itself as a leader. Reversal SIM stands out for its advanced approach to financial advisory, applying the asset allocation and portfolio construction methodologies typically used by large institutional investors while integrating global expertise.
- Joining the company represents an opportunity to become part of a growing environment and to rapidly develop specialized skills through daily interaction and close collaboration with professionals who have extensive experience in the investment sector.

Position open to candidates regardless of gender, in accordance with Legislative Decree 198/2006. The company promotes equal opportunities and values diversity in all its forms.

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