Analyst - Long-Term Financial Investments

Organizzazione no profit con struttura internazionale Sede: Roma Azienda Il nostro Partner in questo progetto di ricerca è un'Organizzazione internazionale no profit con sede a Roma (Aurelio). Offerta Key Responsibilities: Investment Strategy & Portfolio Support Assist in monitoring long-term investment portfolios and provide analytical support for strategic adjustments. Conduct preliminary research on global investment opportunities, analyzing potential risks and returns. Support portfolio diversification efforts by tracking exposure across asset classes, regions, and industries. Assist in reviewing and evaluating investment funds and alternative assets. Help to manage short and medium-term liquidity investments in coordination with the Treasury team. Support the implementation and monitoring of investment policies in alignment with the organization's objectives. Track and ensure asset managers' compliance with investment policies and guidelines. Assist in analyzing portfolio performance and preparing reports on key metrics. Assist in updating investment policies. Monitor portfolio risk exposure by analyzing industry, sector, and regional allocations. Contribute to economic and financial studies on market trends. Help in analyzing the profitability and risk factors of existing and potential investments. Support the enhancement and operational efficiency of investment software and ethical screening tools. Verify that banks and asset managers apply ethical screening criteria as per guidelines. Assist in the application and enforcement of investment policies. Banking Coordination and Controls Maintain regular communication with investment banks to gather updates and monitor portfolio activities. Support negotiations by compiling relevant data and preparing comparison reports for investment terms and conditions. Assist in managing RFPs and investment mandates for new and existing portfolios. Help coordinate with banks on accounting and tax-related matters related to investment portfolios and operational accounts. Assist in managing relationships with operational banks to ensure smooth communication and coordination. Monitor and control banking fees, ensuring accuracy and identifying cost-saving opportunities. Track, analyze, and report key treasury and investment KPIs, supporting decision-making and performance monitoring Reporting & Decision Support Assist in preparing reports and presentations for the Investment Committee, focusing on performance analysis and trends. Follow up on Investment Committee decisions, ensuring proper documentation and execution of action items. Conduct research on economic indicators such as interest rates, exchange rates, inflation, and economic growth. Track interest rate and foreign exchange risks, compiling data for potential hedging strategies. Gather expert analyses on macroeconomic and investment trends to support decision-making. Prepare and maintain reports on banking commissions, investment fees, and overall treasury performance. Competenze ed esperienza Requirements & Skills: Educational background in finance, economics, or related fields. At least two years of experience in investment analysis, financial markets, or asset management (internships or junior roles preferred). Strong analytical skills with the ability to process and interpret financial data. Basic understanding of risk management, asset allocation, and ethical investing principles. Proficiency in Excel, financial modeling, and investment software tools. Detail-oriented with strong organizational and reporting skills. Ability to work collaboratively with finance, IT, legal, and external partners. Fluent in English. Completa l'offerta Si offre contratto di lavoro a tempo indeterminato e RAL commisurata all'esperienza maturata. Sede: Roma (Aurelio), con possibilità di alternanza con smart working. J-18808-Ljbffr

Location: provincia-di-roma, IT

Posted Date: 4/19/2025