Digital Consultant - Wealth and Asset Management

19 ago - Milano
Prometeia

ADVISORY & STRATEGY **|**:
**BOLOGNA/MILANO**:
Digital Consultant - Wealth and Asset Management Are you curious? Do you want to get involved, become part of a dynamic company, and have the opportunity to innovate and make an impact with your work and skills? Prometeia offers you opportunities for growth and training in a Group with over 1000 professionals, within which a sizeable community of PhDs, delivering solutions to more than 500 clients in 20 countries worldwide. Prometeia is one of the European leaders in Risk Management and Wealth and Asset Management solutions and is seeking motivated people with a strong analytical background to be included within the Pricing Unit & Financial Innovation competence line, which operates in delivering solutions to medium and large-sized primary financial institutions as well as public companies, including supervisors of banks and financial services providers. **ROLE AND RESPONSIBILITIES**
- Lead and support digital transformation and process innovation initiatives in Wealth & Asset Management, mapping complex business processes to identify inefficiencies and improvement opportunities.
- Gather and analyze functional and business requirements; model data and define IT solutions to support Portfolio Management, Sales, Operations, Finance, Risk Management, and Reporting.
- Prepare functional analyses, technical specifications, and user documentation; design, execute, and validate system, functional, and integration tests.
- Coordinate project activities in complex regulatory and organizational environments, liaising continuously with clients, implementation teams, and technology partners to ensure alignment, quality, and timely delivery.
- Optimize operational and organizational models; monitor progress and report project status transparently.



**BACKGROUND AND JOB SKILLS**
- Proven experience in the financial services sector, preferably in asset management or investment banking, ideally with a broad knowledge base or experience across multiple areas such as Portfolio Management, Sales, Operations, Finance, Reporting, and Risk Management
- Strong analytical and technical skills to assess problems, identify appropriate solutions, draft functional analyses, design and perform testing, and interact effectively with implementation teams (internal and/or external) as well as with clients
- Solid understanding of data modeling and conceptualization, particularly related to financial products
- High level of autonomy and a proactive attitude in managing complex projects
- At least 3 years of experience in leading cross-functional teams and managing cross-enterprise projects within complex organizational and regulatory environments **SOFT SKILLS**
- Strong analytical background
- Problem-solving attitude
- Outstanding written and oral communication skills **LOCATION** Bologna/Milan **WHAT WE OFFER** COMPENSATION, WELFARE & BENEFIT Our history, as well as the future, is based on the value of our people. The biggest investment at Prometeia is in our people, and it concerns every aspect of professional life. We call it 'Total Compensation' and it is made up of Compensation - consisting of a fixed and a variable component -,



an important Welfare Plan, active since 2015 - we have been among the first to introduce it in Italy - and Benefits, which include all the initiatives undertaken for the well-being of our people. LAVORO DA REMOTO Flexibility is an intrinsic value of the way we work. At Prometeia, smart working is an organizational method based on trust, which results in benefits in terms of work/life balance, impact on the environment, and optimization of company results, through autonomy and empowerment of people. PEOPLE PROGRAM Our evaluation system is based on the full enhancement of people and their continuous dialogue as a stimulus for regular, mutual professional and personal growth. Transparent discussions between managers and team members are set up within the projects, where reciprocal and timely feedback is exchanged. The process is fully digitalized and aimed at continuously improving the development trajectory of the individual and the company. TRAINING Prometeia means ongoing training. We provide an average of 11 days of training per year to our people, in-person and online. Particular attention is paid to younger colleagues, who are the protagonists of dedicated growth programs, and to the continuous sharing and internal transfer of know-how and skills. On-the-job training is also important, through immediate and direct confrontation with the market. WIN/WIN POLICY If you are one of our employees, and you recommend a person who is later recruited, you are entitled to a financial bonus! This is an important opportunity to contribute to the growth of Prometeia as a whole by attracting acknowledged market professionals and new tech talents. PHYGITAL MANAGEMENT Through the dedicated app Pr(Home)teia, we have completely digitalized and integrated the

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