Portfolio Analyst

Publicado 24 Novembro 2020


Lisboa (Contabilidade / Finanças)


Westmon is a company specialized in consolidation and analysis of financial assets and is actively seeking a Portfolio Analyst to join a dynamic team of portfolio analysts.


  • Provide overall support for the monthly reporting
  • Monitoring performances, allocations and risks for all different investments
  • Analize and consolidation of financial data
  • Processing different controls to guarantee quality of service
  • Implement transactions and reconciliations to follow clients? portfolio using our proprietary software and using control tools to certify the consistency of each investments

Required profile:

  • Bachelor?s degree in Finance or equivalent
  • At least 2 years experience in Investment Banking or Private Banking & a very good understanding of different asset classes
  • Interest in understanding financial markets
  • Be familiar with the banking system
  • Have general knowledge of financial / banking products
  • Be able to work in a team and be an individual contributor as well
  • Possess excellent analytical skills
  • Be able to work with minimal supervision
  • Experience in using financial tools (Bloomberg a plus)
  • Experience with MS Office software (confirmed Excel user)
  • Fluent in English (French a plus)
  • Excellent oral and written communication skills

What we offer

This is an opportunity to develop your skills and career, integrated in an ambitious project, where you will be provided initial and continuous training.

If you are interested in joining a professional and highly motivated team, then please send your application (motivation letter, detailed CV and all relevant certificates).

Application Deadline: 12/24/2020

Tipo de oferta: Full-time, Recruiter


  • Investment Banking or related: 2 anos (Preferencial)


  • Sim, temporariamente devido à COVID-19