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Client & financial data services specialist – wealth & asset management

Bologna
Iaawg
Pubblicato il Pubblicato 7h fa
Descrizione

PpbClient Financial Data Services Specialist – Wealth Asset Management /b /ph3RESPONSIBILITIES /h3ulliAct as a daily point of contact for colleagues across the competence line, Business and IT teams, and external clients; understand stakeholder needs, collect and formalize functional requirements, and ensure clear communication across all parties involved. /liliManage operational activities related to data provisioning and analytical data services such as financial analytics, risk metrics, and product data. /liliSupport coordination activities including prioritization of client tickets, monitoring progress, and facilitating communication flow among multiple teams. /liliSupervise client requests and monitor tasks assigned to various internal teams; verify the correct functioning of procedures supporting ongoing data processing services. /liliMonitor operational workflows, conduct data quality checks, and support anomaly/ticket handling. /liliContribute to operational reporting and documentation such as KPIs, audit logs, and activity tracking. /liliCollaborate with Data Analytics and WAM teams to enhance processes and operational procedures. /liliParticipate in initiatives aimed at optimizing service efficiency and delivery; maintain documentation and keep operational manuals up to date. /li /ulh3MAIN REQUIREMENTS /h3ulliFinancial Instruments Knowledge: support the analysis and interpretation of financial data related to instruments included in the service scope (bonds, funds, portfolios, benchmarks, and other investable universe elements); understand key financial and non‑financial metrics underlying data services for WAM clients. /liliTechnical Literacy (non‑development): basic understanding of information systems and tools used for workflow and process monitoring; ability to understand technical and data‑related workflows without performing software development tasks. /li /ulh3PREFERRED REQUIREMENTS /h3ulliBasic knowledge of SQL for simple verification queries. /liliGood command of Microsoft Office tools, especially Excel and PowerPoint. /liliPrevious experience in client‑facing roles, operations, PMO, customer support, or consulting. /liliFluency in English is required. /li /ulh3EDUCATION /h3pMaster’s degree in one of the following fields: Economics and Finance, Mathematical Finance, Statistics, or Management Engineering. /ph3SOFT SKILLS /h3ulliStrong communication, interpersonal, and mediation skills when dealing with diverse stakeholders (business, IT, operations, clients). /liliCustomer‑oriented mindset and ability to manage expectations effectively. /liliProactive problem‑solving approach and ability to handle issues independently. /liliTeam‑oriented attitude, with strong organizational skills and the ability to collaborate in multidisciplinary environments. /liliDemonstrated interest in financial markets and the Wealth Asset Management industry. /li /ulh3LOCATION /h3pBologna /ph3COMPENSATION, WELFARE BENEFIT /h3pCompensation includes a fixed and variable component. The company offers a welfare plan and additional benefits for employee well‑being. /p /p #J-18808-Ljbffr

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