Client & Financial Data Services Specialist – Wealth & Asset Management

Client & Financial Data Services Specialist – Wealth & Asset Management

RESPONSIBILITIES

• Act 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.
• Manage operational activities related to data provisioning and analytical data services such as financial analytics, risk metrics, and product data.
• Support coordination activities including prioritization of client tickets, monitoring progress, and facilitating communication flow among multiple teams.
• Supervise client requests and monitor tasks assigned to various internal teams; verify the correct functioning of procedures supporting ongoing data processing services.
• Monitor operational workflows, conduct data quality checks, and support anomaly/ticket handling.
• Contribute to operational reporting and documentation such as KPIs, audit logs, and activity tracking.
• Collaborate with Data & Analytics and WAM teams to enhance processes and operational procedures.
• Participate in initiatives aimed at optimizing service efficiency and delivery; maintain documentation and keep operational manuals up to date.

MAIN REQUIREMENTS

• Financial 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.
• Technical 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.

PREFERRED REQUIREMENTS

• Basic knowledge of SQL for simple verification queries.
• Good command of Microsoft Office tools, especially Excel and PowerPoint.
• Previous experience in client‑facing roles, operations, PMO, customer support, or consulting.
• Fluency in English is required.

EDUCATION

Master’s degree in one of the following fields: Economics and Finance, Mathematical Finance, Statistics, or Management Engineering.

SOFT SKILLS

• Strong communication, interpersonal, and mediation skills when dealing with diverse stakeholders (business, IT, operations, clients).
• Customer‑oriented mindset and ability to manage expectations effectively.
• Proactive problem‑solving approach and ability to handle issues independently.
• Team‑oriented attitude, with strong organizational skills and the ability to collaborate in multidisciplinary environments.
• Demonstrated interest in financial markets and the Wealth & Asset Management industry.

LOCATION

Bologna

COMPENSATION, WELFARE & BENEFIT

Compensation includes a fixed and variable component. The company offers a welfare plan and additional benefits for employee well‑being.