26 annonces à pourvoir à Lombardia

Within Amundi Multi-Asset platform, we have set up an OCIO Solutions team of around 30 experts in different topics (from governance and strategy to portfolio management and TAA, for regulatory constraints to portfolio implementation and monitoring). Quant Solutions team is part of the OCIO Advisory capabilities. The team comprising 3 people works in close collaboration with Research, Multi-Asset Portfolio Managers and the other colleagues in the Advisory team. The team is responsible for the quantitative solutions within ALM, strategic asset allocation, tactical asset allocation and risk overlay projects for institutional clients. In cooperation with Global Research Team, the team is in charge for expected returns and asset class simulations. They continuously focus on enhancing their quantitative methodology leveraging on the evolving industry best practices and their applied experience. The Quant Solutions team is located in Milan, but the OCIO advisory team is based in Milan,...

Within Amundi Multi-Asset platform, we have set up an OCIO Solutions team of around 30 experts in different topics (from governance and strategy to portfolio management and TAA, for regulatory constraints to portfolio implementation and monitoring). Quant Solutions team is part of the OCIO Advisory capabilities. The team comprising 3 people works in close collaboration with Research, Multi-Asset Portfolio Managers and the other colleagues in the Advisory team. The team is responsible for the quantitative solutions within ALM, strategic asset allocation, tactical asset allocation and risk overlay projects for institutional clients. In cooperation with Global Research Team, the team is in charge for expected returns and asset class simulations. They continuously focus on enhancing their quantitative methodology leveraging on the evolving industry best practices and their applied experience. The Quant Solutions team is located in Milan, but the OCIO advisory team is based in Milan,...

Play a crucial role in the ongoing and proactive management of the new product initiatives and enhancement of existing product range to make sure that they are fit for use in terms of customer needs, distribution priorities and pricing & profitability. Prepare documentations to support product development and design, such as product specifications and presentations for senior management Research and report on industry trends and new product opportunities Understand the full product line up for open-end funds Participate in managing retail product line including fund mergers/reshapes/liquidations Responsible for coordinating projects across functional areas of firm Ad hoc projects as required

Play a crucial role in the ongoing and proactive management of the new product initiatives and enhancement of existing product range to make sure that they are fit for use in terms of customer needs, distribution priorities and pricing & profitability. Prepare documentations to support product development and design, such as product specifications and presentations for senior management Research and report on industry trends and new product opportunities Understand the full product line up for open-end funds Participate in managing retail product line including fund mergers/reshapes/liquidations Responsible for coordinating projects across functional areas of firm Ad hoc projects as required

- Supporting Sales and Marketing activity of Structured Products and Funds to Swiss and Italian Asset Managers, Private Banks, Banks and Family Offices; - Active involvement in preparing Sales and Marketing materials (Reports, Factsheets, Brochures, Presentations, Term sheets); - Following Issue process of certificates with Borsa Italiana and EuroTLX for the listing of the products; - Supporting Marketing Events in Italy and Swiss (Conferences, Meetings, etc). This internship will take place for 6 months in Milan as soon as possible.

La risorsa sarà inserita all’interno del servizio Amministrazione e Finanza & Controllo di Gestione e ricoprirà il ruolo di Finance MANAGER. La/il candidata/o, con diretto riporto alla Direzione Generale e alle funzioni delle business line di riferimento della casa madre sarà inserita/o in un team di 2 risorse con mansioni di: Supporto alle altre funzioni aziendali per tematiche relative a normative, processi e procedure Analisi e gestione dei fatti aziendali sia in ambito amministrativo che di prodotto Coordinamento delle risorse del dipartimento Predisposizione dei reports periodici per la casa madre e per il management Controllo di gestione, analisi delle performance aziendali e della redditività delle relazioni Predisposizione dei budget e dei forecast con l’analisi degli scostamenti Gestione della tesoreria aziendale Reporting regolamentare alla Banca d'Italia Svolgimento e coordinamento di progetti in ambito finance Rapporti con il Collegio Sindacale, la Società di...

The Credit Coordinator provides to local Coverage teams the needed support linked to the credit process, establishing a permanent dialogue with the Senior Bankers and their Relationship Managers. This role is supposed to: “filter” the requests received from the business lines and the network, in coordination with the Coverage team; to formalize the Coverage and the Business Lines credit requests, providing information to RPC; to maintain the credit process efficiency. Main responsibilities: - Responsible for ensuring all admin aspects are completed as it relates to client portfolio (limit updates, client details, KYC); - Prepare credit request papers including the provision of focused relationship remarks and summary analysis of transaction for applications (new request and renewals) and to ensure timely processing of the same; - Aid in the review and negotiation of relevant compliance /legal documents for new clients/facilities or amendments to existing ones;...

The candidate will join the Agency & Middle Office Dept., which　supports the following Business Lines: SFI (Structured Finance), DOD (Debt Optimization and Distribution), ITB (International Trade and Transaction Banking), DAS (Distressed Assets) This entails: Working in a team with different skills and serving different functions (see detailed functions below), including all regular reporting duties, communication with operational and functional management, and representation of the Agency and Middle-Office team in relevant committees or forum. Overseeing the daily monitoring of the activity and ensuring proper execution, monitoring the SFI portfolio by controlling the different data captured into the different tools used to monitor financing activities (SMAC for all SFI sub-divisions (DIH, EIG, LBO…). and LoanTracker for the monitoring of DOD and ITB portfolio). Overseeing the monthly anomaly reports in connection with all services to determine the reason for the anomaly and...

The M&A Analyst will support the M&A team in originating and executing M&A transactions on the Italian market. Main responsibilities and duties: The M&A Analyst will be actively involved in the origination and execution of M&A transactions within the Italian market, for both Italian and international clients. He/she will work in coordination with both Milan and Paris based professionals as part of an international team. He/she will improve his/her knowledge of how to perform market and financial analysis, financial models and prepare effective presentations to clients and CA-CIB bankers. The M&A Analyst will support the team members and his/her responsibilities will mainly cover the following activities: - Assist the other members of the team in the origination and execution of M&A transactions - Assist in the preparation of financial analysis and presentations to support marketing and execution initiatives - Press monitoring and initial development of marketing ideas - Supporting...

La risorsa sarà inserita nel dipartimento di Risk and Permanent Control, presso la funzione che si occupa di controlli permanenti e rischio operativo. Tale funzione rappresenta l’ultimo livello di controllo interno della banca, prima della funzione di Audit (centralizzata a Parigi). L’Operational Risk Management (ORM) è incaricato del monitoraggio continuo dei rischi, in particolare di quelli di natura operativa. Il/La tirocinante avrà il compito di supportare l’Operational Risk Manager nelle attività quotidiane, assistendolo nella redazione della documentazione per i comitati di controllo locali e di reportistica per l’Head Office. La risorsa verrà coinvolta, in particolare, nel monitoraggio dell’esecuzione dei controlli da parte delle funzioni interessate, nel riesame delle procedure interne, nella predisposizione della mappatura del rischio operativo e nello svolgimento di verifiche spot. Familiarizzando con le procedure e i controlli delle varie business lines e funzioni di...

The intern will support the tax department in carrying out the daily activities of tax compliance, with a particular focus on the fulfillments related to VAT and others indirect taxes. The candidate will have the opportunity to develop knowledge and skills in the financial tax and in the management of related fulfillments, implementing its own capacity in analyzing data and tax law. Specifically, the intern will have the opportunity to work with tax manager in the various activities carried out in tax department, including: Monthly tax fulfillments; Analysis of accounting data with tax impacts; Archiving of documentation related to tax assessment and litigations; Updating of tax news and tax deadline. Management of tax software. The experience will guarantee, among other things, the development of knowledge and skills related to data analysis, the use of the main Office applications (in particular Excel) and the elaboration of tax reports for internal use. The main educational...

Il Gruppo Crédit Agricole Italia cerca figure commerciali - ambito retail banking - che abbiano un'elevata capacità relazionale e disponibilità a muoversi sul territorio di riferimento, con un forte orientamento all'acquisizione di una nuova clientela, in particolare clientela privati (segmento Affluent/Upper Affluent). Il Gestore avrà la responsabilità della crescita del portafoglio, con la possibilità di offrire tutta la gamma di prodotti e servizi del Gruppo. La risorsa, in accordo con le politiche generali della Banca, si occuperà di: - garantire il conseguimento degli obiettivi economici - analizzare il profilo di rischio del cliente attraverso supporti informatici all'avanguardia - proporre dei prodotti in linea con la strategia di investimento e adeguati al profilo di rischio del cliente - verificare periodicamente con i clienti l'adeguatezza della strategia di investimento - perseguire un costante aggiornamento sui nuovi prodotti, sull'andamento delle iniziative...

The candidate will join the Agency & Middle Office Dept., which　supports the following Business Lines: SFI (Structured Finance), DOD (Debt Optimization and Distribution), ITB (International Trade and Transaction Banking), DAS (Distressed Assets) This entails: Working in a team with different skills and serving different functions (see detailed functions below), including all regular reporting duties, communication with operational and functional management, and representation of the Agency and Middle-Office team in relevant committees or forum. Overseeing the daily monitoring of the activity and ensuring proper execution, monitoring the SFI portfolio by controlling the different data captured into the different tools used to monitor financing activities (SMAC for all SFI sub-divisions (DIH, EIG, LBO…). and LoanTracker for the monitoring of DOD and ITB portfolio). Overseeing the monthly anomaly reports in connection with all services to determine the reason for the anomaly and...

The M&A Analyst will support the M&A team in originating and executing M&A transactions on the Italian market. Main responsibilities and duties: The M&A Analyst will be actively involved in the origination and execution of M&A transactions within the Italian market, for both Italian and international clients. He/she will work in coordination with both Milan and Paris based professionals as part of an international team. He/she will improve his/her knowledge of how to perform market and financial analysis, financial models and prepare effective presentations to clients and CA-CIB bankers. The M&A Analyst will support the team members and his/her responsibilities will mainly cover the following activities: - Assist the other members of the team in the origination and execution of M&A transactions - Assist in the preparation of financial analysis and presentations to support marketing and execution initiatives - Press monitoring and initial development of...

La risorsa sarà inserita nel dipartimento di Risk and Permanent Control, presso la funzione che si occupa di controlli permanenti e rischio operativo. Tale funzione rappresenta l’ultimo livello di controllo interno della banca, prima della funzione di Audit (centralizzata a Parigi). L’Operational Risk Management (ORM) è incaricato del monitoraggio continuo dei rischi, in particolare di quelli di natura operativa. Il/La tirocinante avrà il compito di supportare l’Operational Risk Manager nelle attività quotidiane, assistendolo nella redazione della documentazione per i comitati di controllo locali e di reportistica per l’Head Office. La risorsa verrà coinvolta, in particolare, nel monitoraggio dell’esecuzione dei controlli da parte delle funzioni interessate, nel riesame delle procedure interne, nella predisposizione della mappatura del rischio operativo e nello svolgimento di verifiche spot. Familiarizzando con le procedure e i controlli delle varie business lines e funzioni di...

The intern will support the tax department in carrying out the daily activities of tax compliance, with a particular focus on the fulfillments related to VAT and others indirect taxes. The candidate will have the opportunity to develop knowledge and skills in the financial tax and in the management of related fulfillments, implementing its own capacity in analyzing data and tax law. Specifically, the intern will have the opportunity to work with tax manager in the various activities carried out in tax department, including: Monthly tax fulfillments; Analysis of accounting data with tax impacts; Archiving of documentation related to tax assessment and litigations; Updating of tax news and tax deadline. Management of tax software. The experience will guarantee, among other things, the development of knowledge and skills related to data analysis, the use of the main Office applications (in particular Excel) and the elaboration of tax reports for internal use. The main educational...

Supporto alla forza vendita per incontri/call/due diligence, evasione richieste provenienti dalle reti distributive attinenti prodotti e servizi offerti, monitoraggio performance.

The Credit Coordinator provides to local Coverage teams the needed support linked to the credit process, establishing a permanent dialogue with the Senior Bankers and their Relationship Managers. This role is supposed to: “filter” the requests received from the business lines and the network, in coordination with the Coverage team; to formalize the Coverage and the Business Lines credit requests, providing information to RPC; to maintain the credit process efficiency. Main responsibilities: - Responsible for ensuring all admin aspects are completed as it relates to client portfolio (limit updates, client details, KYC); - Prepare credit request papers including the provision of focused relationship remarks and summary analysis of transaction for applications (new request and renewals) and to ensure timely processing of the same; - Aid in the review and negotiation of relevant compliance /legal documents for new clients/facilities or amendments to existing ones;...

Lo stage verrà svolto nell’Area Finance ed è finalizzato all'acquisizione di competenze attinenti l’area fiscale di una Società di Gestione del Risparmio. Il/la tirocinante, in affiancamento al tutor aziendale, si occuperà delle seguenti attività: -       Verifica della documentazione di onboarding della clientela (Fatca /CRS); -       Analisi reporting fiscale della clientela -       Adempimenti fiscali mensili delle due SGR; -       Dichiarazioni tax corporate; -       Dichiarazioni tax sostituto d’imposta; -       Trattamento documentazione del cassetto fiscale delle due SGR -       Trattamenti contabili inerenti aspetti di fatturazioni ed operazioni fiscali

Supporto al Responsabile della struttura Procurtement & Operational Coordination