Strategic Portfolio Analyst

Há 4 dias


Lisboa, Lisboa, Portugal Phiture Tempo inteiro

About the Opportunity

We are seeking a highly skilled Strategic Portfolio Analyst to join our team at Phiture, a leading global private bank. This role offers an exceptional opportunity for individuals with a passion for finance and investment management.

Company Overview

BNP Paribas Wealth Management (WM) is a global leader in the Private Banking industry, with a strong presence of almost 7,000 employees working in Europe, Asia, and the United States. Our clients benefit from outstanding attention to detail and precise local knowledge backed by the global know-how of a worldwide banking group.

Job Description

The Strategic Portfolio Analyst will play a crucial role in managing portfolios of clients who delegate to the bank the management of their assets. This includes providing high-end portfolio management services to wealthy, sophisticated, and demanding private clients. The team services clients from different BNP Paribas WM entities (Switzerland, Luxembourg, Monaco, and Germany).

Main Responsibilities

  • To assist and help the DPM and Investment Risk activities with tasks and controls performed by the teams while maintaining 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.

Required Skills and Qualifications

The ideal candidate will have a Bachelor's degree in Finance or equivalent and possess knowledge of financial instruments and investment services. Proficiency in Microsoft Office Pack (MS Excel, MS PowerPoint, and Access) is also required. Knowledge of Power BI, VBA, and SQL coding is a plus. Strong communication and organizational skills are essential for this role.

Benefits

As a Strategic Portfolio Analyst at Phiture, you can expect a competitive salary of approximately $85,000 per year, depending on experience. Our comprehensive benefits package includes health insurance, retirement savings plan, and paid time off.

Location

This role is based in Lisbon, Portugal, where you will work closely with our team to deliver high-quality results. If you are passionate about finance and investment management, we encourage you to apply for this exciting opportunity.


  • Strategic Portfolio Analyst

    4 semanas atrás


    Lisboa, Lisboa, Portugal Robert Walters Plc Tempo inteiro

    About Robert Walters PlcRobert Walters Plc is a global leader in professional recruitment services, partnering with clients and candidates to deliver exceptional results. Our dynamic team is seeking a skilled Strategic Portfolio Analyst - Corporate Finance Expert to join their ranks.Salary: The estimated annual salary for this position is £60,000 - £80,000...

  • Strategic Portfolio Lead

    4 semanas atrás


    Lisboa, Lisboa, Portugal Zumub Tempo inteiro

    Located in Cacem, near Tagus Park in Oeiras, we are seeking a highly skilled Strategic Portfolio Lead to join our team at Zumub. This role offers a competitive salary based on experience and performance, as well as opportunities for professional growth and career advancement.About the RoleThe Strategic Portfolio Lead will report directly to the CEO and be...


  • Lisboa, Lisboa, Portugal Robert Walters Plc Tempo inteiro

    About the Role:Robert Walters Plc is seeking a skilled Portfolio Management professional to join their dynamic team at a global investment bank. We are looking for a talented individual with a minimum of 5 years of experience in leveraged/corporate/acquisition finance or equivalent roles within investment or commercial banks. Key Responsibilities:• Conduct...

  • Portfolio Manager

    2 semanas atrás


    Lisboa, Lisboa, Portugal Phiture Tempo inteiro

    Job DescriptionWe are seeking a highly skilled Portfolio Manager to join our Transformation and Portfolio Management (TPMO) office. As a key member of our team, you will play a critical role in designing and managing the reporting, insights, and analysis of the Enterprise Portfolio for one of McKinsey's largest internal business units.About the RoleIn this...


  • Lisboa, Lisboa, Portugal Fortis Games Tempo inteiro

    Company OverviewFortis Games is a pioneering game development company that prioritizes community building and inclusivity. Our mission is to create engaging games that foster connections and lasting memories.Estimated Salary: $120,000 - $180,000 per yearJob Description:In this role, you will play a pivotal part in guiding our development teams and shaping...

  • Strategic Portfolio Manager

    3 semanas atrás


    Lisboa, Lisboa, Portugal Triangle Solutions Rrhh Tempo inteiro

    Triangle Talent Solutions is recruiting a Strategic Portfolio Manager to work for a client company, a leader in its sector.FUNÇÕESLeading the program management office (PMO) includes managing resources and ensuring alignment with strategic objectives. Providing oversight and governance of all projects to ensure alignment with project management...


  • Lisboa, Lisboa, Portugal Microsoft Tempo inteiro

    About the Role:We are seeking a highly skilled Strategic Customer Success Portfolio Manager to join our team at Microsoft. In this role, you will be responsible for leading a high-performing team of Customer Success Account Managers in driving customer success and growth.Key Responsibilities:Lead by example to develop relationships with key customers,...


  • Lisboa, Lisboa, Portugal Sixt Portugal Tempo inteiro

    About UsSIXT Portugal is a leading global mobility service provider with sales of €3.07 billion and around 9,000 employees worldwide. Our mission is to revolutionize the world of mobility by providing a seamless and enjoyable experience for our customers.Job DescriptionWe are seeking an experienced Strategic Up-Selling and Cross-Selling Portfolio Manager...

  • Business Analyst

    3 semanas atrás


    Lisboa, Lisboa, Portugal Kcs It Tempo inteiro

    About the RoleWe are seeking an exceptional Business Analyst to join our team at KCS IT, a leading consulting company in the field of Information Technology and Services. As a Business Analyst, you will play a vital role in helping our clients achieve their goals through strategic IT consulting.

  • Strategic Financial Analyst

    1 semana atrás


    Lisboa, Lisboa, Portugal Boston Consulting Group Tempo inteiro

    Company Overview: The Boston Consulting Group is a leading management consulting firm that helps organizations solve complex business challenges. We are looking for a highly skilled Strategic Financial Analyst to join our team.Salary: $120,000 - $150,000 per yearJob Description: As a Strategic Financial Analyst, you will be responsible for performing...


  • Lisboa, Lisboa, Portugal Pkf-Vmb Belgium Tempo inteiro

    **About Us**PKF-VMB Belgium is a leading real estate investment manager with a strong track record of success.**Job Description**We are seeking a highly skilled Strategic Portfolio Management Expert - Real Estate Investment to join our team. As a key member of our portfolio management team, you will be responsible for overseeing the performance of our €2.1...

  • Strategic Financial Analyst

    4 semanas atrás


    Lisboa, Lisboa, Portugal Details Tempo inteiro

    Role OverviewThe Senior Analyst/Associate will collaborate with the Strategy & Investment team at Details, a leading hotel operator and fastest-growing platform in Portugal. We aim to become a top European player in lifestyle hospitality. The role requires strong financial modeling skills and experience in hospitality, consulting, or private equity. Key...


  • Lisboa, Lisboa, Portugal Michael Page Portugal Tempo inteiro

    OverviewWe are seeking a talented Junior Portfolio Manager to join our Investment Bank Principal Investments team. The successful candidate will play a key role in managing high-yield bond investments, performing market research, and monitoring portfolio performance.Key ResponsibilitiesPortfolio Management: Assist in managing a diversified portfolio of...


  • Lisboa, Lisboa, Portugal Phiture Tempo inteiro

    About UsAt ARC Ratings, we are a global credit rating agency providing risk solutions for business requirements. We are recognised as an External Credit Assessment Institution (ECAI) by the European Banking Authority and have our UK and European businesses registered with the Financial Conduct Authority (FCA) and European Securities and Markets Authority...

  • Strategic HR Data Analyst

    3 semanas atrás


    Lisboa, Lisboa, Portugal RISK Tempo inteiro

    We are seeking a highly skilled Strategic HR Data Analyst to join our team at RISK, where you will play a crucial role in shaping the future of HR analytics.About the RoleThis is an exciting opportunity for an experienced analyst to work closely with the HR team and drive business growth through data-driven insights. As a Strategic HR Data Analyst, you will...


  • Lisboa, Lisboa, Portugal Buscojobs Portugal Tempo inteiro

    Job DescriptionAt MicroHarvest, we are seeking a highly motivated and detail-oriented Strategic Business Intelligence Analyst to join our team.We are an innovative biotech startup that aims to create a more sustainable world. As a Strategic Business Intelligence Analyst, you will play a crucial role in shaping our global strategy and driving business...

  • Strategic Financial Analyst

    4 semanas atrás


    Lisboa, Lisboa, Portugal EDP Energias de Portugal S.A. Tempo inteiro

    OverviewEDP Energias de Portugal S.A., a global energy leader in the renewable sector, seeks an experienced Strategic Financial Analyst to join our FP&A team in North America. Our mission is to empower the future by driving sustainable growth and innovation.Job SummaryWe are looking for a skilled analyst to support our Planning & Control team in preparing...


  • Lisboa, Lisboa, Portugal Boston Consulting Group Tempo inteiro

    Company OverviewAs a Financial Strategic Business Analyst at Boston Consulting Group, you will play a critical role in supporting the Expertise & and BCG U businesses. You will be part of the broader PA & Finance Team, working closely with cross-functional teams to drive business decisions and growth.SalaryThe estimated annual salary for this position is...


  • Lisboa, Lisboa, Portugal Organon Tempo inteiro

    About the Role:We are seeking a Strategic Forecasting Business Analyst to join our team at Organon. As a key member of our forecasting team, you will play a critical role in developing and implementing strategic forecasts for new products, launching brands, and life cycle opportunities.Key Responsibilities:Partner with global commercial teams, country...


  • 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...