Discretionary Portfolio Management

Há 2 dias


Lisboa, Portugal Phiture Tempo inteiro

.About the job As a leading global private bank, we deliver a tailor-made experience, with outstanding attention to detail along with precise, local knowledge backed by the global know-how of a worldwide banking group. With a strong presence of almost 7,000 employees working in Europe, Asia, and the United States and €393 billion of assets under management as of December 2019, BNP Paribas Wealth Management ("WM") is a global leader of the Private Banking industry. Since 2015, BNP Paribas Wealth Management has a competence center in Lisbon (PIMH = Portugal International Markets Hub) to manage activities for several locations (Switzerland, Luxembourg, Germany, Monaco). The trainee would equally share his/her time across 2 teams: Discretionary Portfolio Management and Investment Risk. The main mission of the Discretionary Portfolio Management (DPM) desk is to manage the portfolios of clients who delegate to the bank the management of their assets. It provides high-end DPM services to wealthy, sophisticated, and demanding private clients. The team services clients from different BNP Paribas WM entities (Switzerland, Luxembourg, Monaco, and Germany). The mission of the Investment Risk team is to help and contribute to the set-up and development of the investment risk framework of the International Markets Products & Services platform. The IM Products & Services platform provides high-end expertise, investment services, and financial products to wealthy, sophisticated, and demanding private clients. It has a wide range of offerings and is positioned as a hub for the International Markets sites of Wealth Management. Your Main Activities Are To assist and help the DPM and Investment Risk activities with the tasks and controls performed by the teams while keeping a drive for innovation and improvement of the existing framework. Assist the Investment Risk team with the control of investment policies and clients' interests. Launch Investment Risk controls under the MiFID II framework. Update and maintain Investment Risk databases and extracts with financial information. Maintain Investment Risk department procedures. Contribute to the preparation of the Business Monitoring report for DPM International markets. Support the team with the preparation of DPM marketing documentation related to the DPM activity including performance, risk asset class allocation, among others. Assist the DPM team with the preparation of the Switzerland Business Monitoring report aimed at DPM management. Enrich the DPM database with financial information related to Structured Products, sourced in Bloomberg. Contribute to the activities' continuous improvement. Profile and Skills to Success Bachelor's degree in Finance or equivalent. Knowledge of financial instruments and investment services. Proficiency in Microsoft Office Pack (MS Excel, MS PowerPoint, and Access). Knowledge of Power BI, VBA, and SQL coding. Communication skills. Organizational skills



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