Client & Financial Data Services Specialist – Wealth & Asset Management
Pubblicato il 03-08-2026 - Iaawg in Bologna
Client & Financial Data Services Specialist – Wealth & Asset Management
Scopra esattamente quali competenze, esperienze e qualifiche sono necessarie per avere successo in questo ruolo prima di candidarsi.
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 & VANTAGGI
Compensation includes a fixed and variable component. xysqume The company offers a welfare plan and additional benefits for employee well‑being.
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