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Investment Specialist

Job in Milan, Lombardy, Italy
Listing for: Altro
Full Time position
Listed on 2026-09-20
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Financial Analyst
Salary/Wage Range or Industry Benchmark: 90000 - 120000 EUR Yearly EUR 90000.00 120000.00 YEAR
Job Description & How to Apply Below
In this role you evaluate and execute investments across Real Estate, Private Equity and Capital Markets within a family office. You work closely with the head of Real Estate and head of Private & Public Markets to support underwriting, due diligence and financial analysis. You coordinate with external service providers and monitor portfolio performance to inform senior management. You contribute to improving investment and operational processes across asset classes, driving efficient and integrated execution.

This position offers a hands‑on opportunity to shape investment outcomes in a dynamic, multidisciplinary setting.
annual bonus up to 60% of base salary
inclusive work environment
Support evaluation and execution of Real Estate, Private Equity and Capital Markets investments through underwriting, due diligence and financial analysis
Assist with transaction execution and coordination across multiple investment vehicles and counter parties
Manage relationships with external service providers (legal, tax, fund administrators, banks, etc.) involved in investment structures
Monitor investment vehicles and portfolio companies; prepare materials, performance analyses and cash flow reporting for senior management
Contribute to continuous improvement of investment and operational processes to streamline workflows across asset classes
3–5 years of buy‑side investment experience (Private Equity, Family Offices, Alternative Investment Managers or Investment Advisory)
Strong financial analysis and underwriting skills with ability to review business plans and perform due diligence across asset classes
Understanding of investment structures, funds, SPVs and transaction execution; exposure to Luxembourg ecosystem preferred
Strong coordination and project management abilities; experience interacting with external stakeholders
Entrepreneurial mindset, intellectual curiosity, and ability to operate in a fast‑paced, non‑hierarchical environment while managing multiple priorities
In this role you evaluate and execute investments across Real Estate, Private Equity and Capital Markets within a family office. You work cl…
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