Affluent Program Analyst
Descrizione dell'offerta
The Affluent Program Analyst supports the Affluent Program team within the Investments & Wealth area, contributing to business analysis, performance monitoring, and the execution of initiatives targeting the affluent client segment. The role has a strong analytical and operational focus with growing exposure to cross‑functional projects and senior stakeholders.
Key Responsibilities
- Support the development of business cases and economic analyses related to the affluent segment, including data collection, modeling, and preparation of analytical outputs.
- Analyze key performance indicators of the Financial Advisors network, prepare periodic reports and dashboards, and identify trends and performance insights.
- Assist in the analysis and monitoring of incentive schemes, supporting effectiveness assessments and basic financial simulations.
- Support the execution of cross‑functional projects within the Investments & Wealth area, contributing to task coordination, progress tracking, and reporting.
- Assist in onboarding activities for Senior Financial Advisors, ensuring operational readiness and alignment with the affluent strategy.
- Prepare presentations and documentation for internal stakeholders and management meetings.
Skills & Competencies
- 24 years of experience in banking, wealth management, consulting, business analysis, or related fields.
- Strong analytical skills with advanced proficiency in Excel.
- Solid PowerPoint skills with the ability to structure clear and effective presentations.
- Good communication skills and ability to work collaboratively in a team environment.
- Problem‑solving mindset and attention to detail.
- Fluent in English.
Key Skills
- Project / Program Management
- Program Management
- Data Collection
- Military Experience
- Microsoft PowerPoint
- Earned Value Management
- SharePoint
- Microsoft Project
- Budgeting
- DoD Experience
- Financial Management
- Contracts
Duration: Permanent
Location: Milan
Employment Type: Full-Time
Vacancy: 1
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