Strategy & Investments Specialist

For a strategic investment platform operating within the asset management industry, we are looking for a:
Strategy & Investments Specialist
The role involves close interaction with affiliated asset management firms and internal stakeholders, contributing to the development of new investment capabilities, the evaluation and execution of strategic initiatives, and the analysis and monitoring of investment-related projects across the full value chain.
Responsibilities

• Support the strategic evolution of the investment platform by working closely with affiliated asset managers to develop new investment capabilities and enhance existing ones, including initiatives supported by seed capital.
• Evaluate, analyze, and monitor seed capital proposals across the full lifecycle, from idea generation and business case assessment to implementation, product launch, and ex-post performance monitoring.
• Assess new seeding initiatives against defined business cases and KPIs, ensuring alignment with strategic objectives.
• Coordinate the structuring and execution of seeding initiatives, interacting with internal and external stakeholders, and oversee performance and commercial outcomes of seeded strategies and provide periodic reporting to internal governance bodies.
• Contribute to M&A and broader strategic initiatives aimed at scaling and complementing the investment platform.
• Support the enhancement and maintenance of periodic managerial reporting on key asset management metrics, including performance, flows, and risk indicators.
• Ensure the delivery of timely, accurate, and decision-relevant investment analytics for senior management and internal committees.

Requirements

• Degree in Finance or Economics.
• 3–5 years of experience in financial services strategy consulting, with a specific focus on the asset management industry.
• Solid understanding of investment strategies across both liquid and illiquid asset classes and related market dynamics.
• Prior experience in fund selection, fund analysis, or asset management–related M&A projects, as well as professional certifications such as CFA, CAIA, or IMC, are considered advantageous.
• Advanced proficiency in Excel and PowerPoint, with strong analytical and presentation capabilities.
• Familiarity with financial data platforms such as Morningstar and Bloomberg;
  working knowledge of Python or SQL considered an advantage.
• Excellent communication and stakeholder management skills.
• Proven ability to manage multiple projects in parallel and deliver results in a dynamic environment with high level of accountability, reliability, and attention to detail.
• Fluency in English.

Location: Milan