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...
Descrizione dell'azienda Sanpaolo Invest rete di Consulenti Finanziari di Fideuram Intesa Sanpaolo Private Banking
Descrizione del ruolo: percorso di avviamento alla professione di Private Banker in Sanpaolo Invest a Roma e nel Lazio.
Svolgerai...
apply ethical filters in line with established criteria.
• Support the development of tailored investment policies for each portfolio.
2. Banking & Stakeholder Relations:
• Maintain strong relationships with investment banks to optimize conditions...
academic background in Business, Finance, or a related field; advanced qualifications are highly regarded
1. 3 years of experience in venture capital, private equity, investmentbanking, or a similar financial environment
Exceptional financial modeling...
Collaborate with internal teams to gather and consolidate financial information
Requirements:
• Previous experience in investmentbanking, private equity, or venture capital
• Direct experience in similar roles within startups or scale-ups is a strong plus...
initiatives, including operational improvements and strategic growth projects.
Qualifications & Experience:
2. 4 years of experience in private equity, investmentbanking (M&A), strategy consulting, or a related financial services role.
Strong financial...
teams to gather and consolidate financial informationRequirements:Previous experience in investmentbanking, private equity, or venture capitalDirect experience in similar roles within startups or scale-ups is a strong plusStrong analytical skills...
and presentations, including assessing financial goals and recommending investment advisory strategies.
• Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions.
• Partners...
players in the banking sector.
You will join a collaborative work environment where innovative ideas are encouraged, and diversity is highly valued.
We invest in your professional growth through personalized training programs and career advancement...
Advisors. We are not hiring employees or third-party service providers.
Members of our Network (independent advisors) use our M&A tools, International InvestmentBanking Umbrella, Global Network of peers, and back office support of deal originators...
the development of tailored investment policies for each portfolio.
Banking & Stakeholder Relations
• Maintain strong relationships with investment banks to optimize conditions and services.
• Negotiate investment terms and conditions with private...
Greeks and Valuation, Reconciliation tools, PL analysis, Risk Analysis)
• Knowledge in valuation, validation and settlement of investmentbanking Products
• Experience in conception, execution and coordination of tests (including test case creation, test...
players in the banking sector.
You will join a collaborative work environment where innovative ideas are encouraged, and diversity is highly valued.
We invest in your professional growth through personalized training programs and career advancement...
and manage financial risks, making informed investment decisions;
• Treasury Management: oversee cash, investments, and banking relationships;
• Efficient Financial Systems: manage financial systems and implement upgrades as needed;
• Compliance and Legal...
players in the banking sector.
You will join a collaborative work environment where innovative ideas are encouraged, and diversity is highly valued.
We invest in your professional growth through personalized training programs and career advancement...