h3Pre-Sales Specialist Portfolio Management Solutions (m/f/d) /h3h3Job title /h3pPre-Sales Specialist Portfolio Management Solutions (m/f/d) /ph3Contract type /h3h3About Infront /h3pAt Infront, we are committed to fostering an inclusive workplace, recognizing our diverse team as one of our most valuable assets. /ppFor 25 years, Infront has been empowering financial market experts to make faster, smarter, compliant decisions. Over time, we have expanded our foundation by bringing together companies with more than 75 years of combined market experience and trust. /ppOur strength lies in market data, delivering reliable, accurate information through a powerful suite of tools, spanning Data Intelligence, Wealth Management solutions, and Trading Investor solutions, that our users depend on every day. Today, we are one of Europe’s leading providers of market data and financial software, helping professionals navigate markets with confidence and speed. /ph3About the Role /h3pWe are seeking a highly motivated and commercially focused Pre-Sales Specialist to support the growth of our SaaS portfolio management solutions across Switzerland, Belgium, the Netherlands and Italy. /ppWorking as a trusted advisor alongside regional Sales Executives, you will engage with prospective clients throughout the sales cycle, demonstrating how our cloud-based portfolio management platform addresses the complex needs of investment managers, asset managers, wealth managers, family offices and institutional investors. /ppThis is a quota-carrying role with co-prime responsibility for the achievement of sales targets for the in-scope portfolio management product suite. Success requires a combination of strong business acumen, financial markets knowledge, technical expertise and the ability to articulate business value to both executive and operational stakeholders. /ppstrongPlease note: /strong This position can be located at our office in Milan, Frankfurt, or Madrid. /ppAs our Pre-Sales Specialist, you will: /pulliPartner with Sales Executives to develop account strategies and drive revenue growth across assigned territories. /liliQualify client business, functional, and technical requirements, contribute to opportunity planning and competitive positioning,



and support commercial negotiations through solution expertise and value-based recommendations. /liliDeliver tailored product demonstrations, proof-of-concepts, and technical validation activities that address client objectives and investment workflows. /liliLead discovery sessions to understand client processes, challenges, and portfolio management requirements. /liliDesign and present solution proposals and architectures that align customer needs with product capabilities. /liliAct as a trusted advisor and subject matter expert on portfolio management solutions and industry best practices. /liliBuild strong relationships with stakeholders across investment, operations, technology, risk, and compliance functions. /liliPresent confidently to both technical and executive audiences, articulating the business value, ROI, and operational benefits of proposed solutions. /liliCollaborate closely with Marketing, Product Management, Engineering, Professional Services, and Customer Success teams to support successful client outcomes and influence product development. /liliTravel regularly across Switzerland, Belgium, the Netherlands, and Italy to support customer meetings, workshops, industry events, and internal collaboration. /li /ulh3Who you are /h3ulliProven experience in Pre-Sales, Solutions Consulting, or Solution Engineering supporting enterprise SaaS solutions. /liliStrong understanding of portfolio management, investment management, or capital markets operations. /liliExperience supporting complex, consultative B2B software sales cycles. /liliExcellent presentation, demonstration, and workshop facilitation skills. /liliAbility to translate business challenges into practical technology solutions. /liliCommercial mindset with experience working toward revenue targets or shared sales objectives. /liliStrong written and verbal communication skills, with the ability to influence senior business and technical stakeholders.



/liliSelf-motivated and comfortable working across multiple countries, cultures, and stakeholder groups. /liliKnowledge of portfolio management platforms, investment accounting, order management, performance measurement, front-to-back investment platforms, cloud technologies, enterprise SaaS architectures, and RFP/RFI processes is advantageous. /liliFluent English and German are essential; French or Italian language skills are highly desirable. /liliProfessional qualifications such as CFA, CAIA, or equivalent are considered a strong advantage. /li /ulpstrongOur Offer /strong /ppstrongHealth wellness: /strongBenefit from wellbeing initiatives tailored to local needs, including access to an employee assistance programme that provides confidential support to employees and their families. /ppstrongHoliday: /strongEnjoy competitive holiday entitlement aligned with local markets, so you can rest and recharge. /ppstrongPension: /strongPlan for your long-term financial wellbeing through our pension scheme, supported by employer contributions. /ppstrongRemote work: /strongEnjoy the opportunity to work two days a week from home, with flexible working hours where possible. You may also request to work up to four weeks per year from a different location. /ppstrongLearning development: /strongSupport your career progression with access to learning resources, ongoing conversations with your manager, and opportunities to share the knowledge you gain with your team. /ppstrongCulture impact: /strongBe part of an international team with a startup mindset and play a key role in making a meaningful impact. /ppstrongOur offices: /strongWork from Europe’s leading financial centres and be at the heart of where finance happens. /ppstrongAdditional notes /strong /pp*Note: Since your application will be reviewed by an international team, we kindly ask that you submit your CV in English. /ppAll candidates selected for employment are subject to pre-employment screening. This process includes professional reference and background checks conducted by our third-party partner, ZINC. These screenings are part of our commitment to ensuring a secure, compliant, and trustworthy workplace. /p #J-18808-Ljbffr

📌 Pre-Sales Specialist Portfolio Management Solutions (m/f/d) (Milano)
🏢 Infront Financial Technology
📍 Milano