Discretionary Portfolio Management

2 semanas atrás

Lisboa, Portugal BNP Paribas Wealth Management 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 in to manage the portfolios of clients whom 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 is providing high-end expertise, investment services and financial products to wealthy, sophisticated and demanding private clients. It has a wide range of offering 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 investment policies and clients interest
- Launch Investment Risk controls under MiFID II framework
- Update and maintenance of Investment Risk databases and extracts with financial information
- Maintenance of 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
- Organisations skills
- Attention to details
- Good analysis capacity, rigor and accuracy, dynamism, flexibility and autonomy

LI-Hybrid

**Why joining BNP Paribas?**

- **Leading banking institution**

BNP Paribas is the European Union's leading bank, and key player in international banking. It operates in 63 countries and has nearly 183.000 employees, including more than 146.000 in Europe.

- **Our presence in Portugal**

In Portugal since 1985, BNP Paribas today has more than 8.700 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 excellence centers providing value-added services to various countries where the BNP Paribas Group also operates.

- **International reach**

Thanks to its international presence and regular and close collaboration among its different entities, BNP Paribas has the resources to support all clients with financing, investment, savings and protection solutions that help make their projects a success. BNP Paribas holds key positions in its three core operating divisions:

- **Retail Banking**, a division that brings together all of the Group's retail activities and specialised business lines;
- **Investment & Protection Services **that include specialised businesses offering a wide range of savings, investment and protection services;
- **Corporate & Institutional Banking **division that offers tailored financial solutions for corporate and institutional clients.

- **Diversity and Inclusion commitment**

- **Commitment towards work/life balance**

At BNP Paribas we care about our employees wellbeing and promote a culture of good integration between work and rest. We believe our employees have rich personal lives outside of work, being fundamental to be disconnected from work to recharge both physically and mentally. Only through this balance we may all be at our best while working.

- **Remote Working Conditions**

At BNP Paribas, we embrace a Smart Working framework based on trust,

  • Wealth Management Discretionary Portfolio

    1 semana atrás

    Lisboa, Portugal BNP Paribas 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...

  • Portfolio Management

    5 meses atrás

    Lisboa, Portugal BNP Paribas Tempo inteiro

    PORTFOLIO MANAGEMENT & INVESTMENT RISK TRAINEE (JOB NUMBER: 2310WEMA16441.) **About the job** - The internship will be divided between two teams: Discretionary Portfolio Management and Investment Risk - The main mission of the Discretionary Portfolio Management (DPM) desk in to manage the portfolios of clients whom delegate to the bank the management of...

  • Portfolio Specialist Corporate – Portfolio Management

    3 meses atrás

    Lisboa, Portugal Pkf-Vmb Belgium Tempo inteiro

    A Whitestar é uma empresa especializada na gestão e recuperação de carteiras de crédito e imobiliário, e desde 2015 pertence ao Arrow Global Group. Atualmente, gerimos mais de €10 mil milhões em ativos e contamos com uma equipa multifacetada de mais de 500 colaboradores, em Lisboa e no Porto. Com o objetivo de reforçar a sua equipa de Portfolio...

  • Portfolio Management Specialist

    2 semanas atrás

    Lisboa, Lisboa, Portugal Michael Page Portugal Tempo inteiro

    Job Title: Junior Portfolio ManagerAbout the Role:We are seeking a highly analytical and detail-oriented Junior Portfolio Manager to join our Investment Bank Principal Investments team. As a Junior Portfolio Manager, you will be responsible for managing a portfolio of high-yield bond investments, performing analysis, monitoring performance, and ensuring...

  • Portfolio Management Associate

    2 semanas atrás

    Lisboa, Lisboa, Portugal Robert Walters Plc Tempo inteiro

    Portfolio Management ProfileRobert Walters Plc is seeking a skilled Portfolio Management professional to join our dynamic team.About the RoleAs a Portfolio Management Associate, you will be responsible for conducting comprehensive analysis and monitoring of diverse industry sectors.You will research and track international leveraged loan and corporate bond...

  • Portfolio Management Analyst

    6 meses atrás

    Lisboa, Portugal Banco Finantia Tempo inteiro

    We are looking for a Portfolio Management Analyst to strengthen the Principal Investments Department at Banco Finantia: **Main Responsibilities**: - Collaborate in the management of the Bank's own portfolio, ensuring the monitoring of the evolution of financial markets and the respective interest rate risks; - To follow the evolution of financial markets...

  • Securitization Portfolio Management

    2 semanas atrás

    Lisboa, Portugal Alter Solutions Group Tempo inteiro

    Job Description : Securitized Products Group (SPG) combines all securitization and other risk distribution activities within Global Banking– Capital Markets, and includes Asset-Backed Securities (ABS), Collateralized Loan Obligations (CLO) and Private Debt Financing.Main Responsibilities:Accomplish the following tasks within the SPG Portfolio Management...

  • Change Management Portfolio Lead

    2 semanas atrás

    Lisboa, Lisboa, Portugal Mcdonald'S Corporation Tempo inteiro

    Job Title: Change Management Portfolio LeadJob Summary:    We are seeking a Change Management Portfolio Lead to join our team at McDonald's Corporation. This role will be responsible for managing a portfolio of change programs across various markets, including Italy, Spain, and Portugal.Responsibilities:    Manage a portfolio of change programs...

  • Change Management Portfolio Lead

    2 semanas atrás

    Lisboa, Lisboa, Portugal Mcdonald'S Corporation Tempo inteiro

    About the RoleWe are seeking an experienced Change Management Portfolio Lead to join our team in Italy, Spain, and Portugal. As a key member of the McDonald's Corporation, this role will be responsible for managing a portfolio of change programs across the markets, driving integration and alignment with business leaders and stakeholders.Key...

  • Repe Portfolio Management Analyst

    4 meses atrás

    Lisboa, Portugal Pkf-Vmb Belgium Tempo inteiro

    Job DescriptionDue to the company's continual growth and forthcoming capital deployment stream, Norfin intends to select a REPE Portfolio Management Analyst . The candidate will sit within the newly founded Portfolio Management Team, responsible for overseeing the investment strategies and performance across the full c. €2.1bn portfolio, that ranges from...

  • Repe Portfolio Management Associate

    3 meses atrás

    Lisboa, Portugal Pkf-Vmb Belgium Tempo inteiro

    Norfin is a leading Real Estate Investment Manager founded in 1999 with over €2.1bn of assets under management in funds, SICs or SPVs, with a high diversity of profiles and strategies across all real estate and real estate connected sectors for a wide range of institutional investors. In 2018, Norfin was acquired by Arrow Global, a pan-European alternative...

  • Securitization Portfolio Management Specialist

    3 semanas atrás

    Lisboa, Lisboa, Portugal ALTER SOLUTIONS Tempo inteiro

    Job SummaryWe are seeking a highly skilled Securitization Portfolio Management Specialist to join our team at Alter Solutions. The successful candidate will be responsible for contributing to the credit management of our securitization portfolio, supporting the origination and structuring team, and producing internal and external reporting for our...

  • Portfolio Management Specialist

    3 semanas atrás

    Lisboa, Lisboa, Portugal Robert Walters Plc Tempo inteiro

    About the Role:Robert Walters Plc is seeking a skilled Junior Portfolio Management profile to join their dynamic team. The ideal candidate will possess a minimum of 5 years of experience in leveraged/corporate/acquisition finance or equivalent roles within investment or commercial banks. Key Responsibilities:Conduct comprehensive analysis and monitoring of...

  • Real Estate Portfolio Management Expert

    3 semanas atrás

    Lisboa, Lisboa, Portugal Pkf-Vmb Belgium Tempo inteiro

    Job DescriptionDue to the company's continuous growth and forthcoming capital deployment, Norfin intends to select a REPE Portfolio Management Analyst. The candidate will sit within the newly founded Portfolio Management Team, responsible for overseeing the investment strategies and performance across the full €2.1bn portfolio, ranging from direct Real...

  • Servicenow Strategic Portfolio Management

    2 semanas atrás

    Lisboa, Portugal Capgemini Tempo inteiro

    Escolher a Capgemini significa escolher uma empresa onde terá o poder de moldar a sua carreira da forma que desejar, onde será apoiado e inspirado por uma comunidade colaborativa de colegas em todo o mundo e onde poderá reinventar o que é possível. Junte-se a nós e ajude as principais organizações do mundo a desbloquear o valor da tecnologia e a...

  • Portfolio Management

    2 meses atrás

    Lisboa, Portugal Robert Walters Plc Tempo inteiro

    Portfolio Management - Structured Finance backgroundOur client, a global investment bank, is seeking a skilled Junior Portfolio Management profile to join their dynamic team.About the role: Conduct comprehensive analysis and monitoring of diverse industry sectors.Research and track international leveraged loan and corporate bond portfolios, assessing both...

  • Portfolio Management

    2 meses atrás

    Lisboa, Portugal Robert Walters Plc Tempo inteiro

    Portfolio Management - Structured Finance background Our client, a global investment bank, is seeking a skilled Junior Portfolio Management profile to join their dynamic team.About the role:Conduct comprehensive analysis and monitoring of diverse industry sectors.Research and track international leveraged loan and corporate bond portfolios, assessing both...

  • Servicenow Strategic Portfolio Management

    2 meses atrás

    Lisboa, Portugal Capgemini Tempo inteiro

    **Long Description**: Escolher a Capgemini significa escolher uma empresa onde terá o poder de moldar a sua carreira da forma que desejar, onde será apoiado e inspirado por uma comunidade colaborativa de colegas em todo o mundo e onde poderá reinventar o que é possível. Junte-se a nós e ajude as principais organizações do mundo a desbloquear o valor...

  • Servicenow Strategic Portfolio Management

    Há 15 horas

    Lisboa, Portugal Phiture Tempo inteiro

    Long Description Escolher a Capgemini significa escolher uma empresa onde terá o poder de moldar a sua carreira da forma que desejar, onde será apoiado e inspirado por uma comunidade colaborativa de colegas em todo o mundo e onde poderá reinventar o que é possível. Junte-se a nós e ajude as principais organizações do mundo a desbloquear o valor da...

  • Acquisition, Portfolio Management and P&l Manager

    5 meses atrás

    Lisboa, Portugal Santander Tempo inteiro

    Acquisition, Portfolio Management and P&L Manager (M/F) Country: Portugal **WHAT YOU WILL BE DOING** **Acquisition, Portfolio Management and P&L Manager **will report to the Head of Cards **playing a leading role in a multidisciplinary team responsible for sales (new debit and credit card Personal and Business customers), portfolio management strategy and...