Junior Portfolio Analyst

Publicado 02-06-2021

Westmon

Lisboa Lisboa (Contabilidade / Finanças)


Company:

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

It offers its clients a broad range of services such as:

  • Financial & non-financial assets consolidation
  • Investments analysis
  • Assets, trading & fees control
  • Tailor-made reporting

The company performs data enrichment on every single transaction to improve the granularity level of the reporting.

Its activities lie mainly in the consolidation of clients? assets for reporting purposes.

Responsibilities:

· To provide overall support for the monthly reporting;

· Transactions validation;

· To 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 or master?s degree in finance or equivalent (recently graduated);

· Experience in Investment Banking or Private Banking;

· A very good understanding of different asset classes;

· Interest in understanding financial markets;

· To be familiar with the banking system;

· To have general knowledge of financial / banking products;

· To be able to work in a team and be an individual contributor as well;

· To possess excellent analytical skills;

· To 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)

Data de início prevista: 01/07/2021

Tipo de oferta: Full-time, Efetivo/CLT

Benefícios:

  • Cartão/Ticket refeição
  • Seguro saúde

Horário de trabalho:

  • Turno de 8 horas

Teletrabalho:

  • Temporariamente devido à COVID-19