It Portfolio Management Specialist

1 semana atrás

Lisboa, Portugal HAVI TechHUB Tempo inteiro

- Provide overall support for the monthly reporting - Monitor performances, allocations and risks for all different investments - Analysis and consolidation of financial data - Process different controls to guarantee quality of service - Implement transactions and reconciliations to follow clients’ portfolio using our proprietary software while using control tools to certify the consistency of each investment We require: - Master’s degree in Finance or equivalent - At least 1/2 years of working experience in Investment Banking or Private Banking and 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 is a plus) - Excellent oral and written communication skills

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    1 semana atrás

    Lisboa, Portugal HAVI TechHUB Tempo inteiro

    Supports monthly reporting, monitors investments, analyzes data, processes controls, and implements transactions for client portfolios.

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