Investment Operations Specialist
2 semanas atrás
As the center of investment management in the Nordea Group, Nordea Asset Management (NAM) is a leading European asset manager. We are committed to delivering returns with responsibility and guiding our customers in the right direction in asset selection while ensuring prudent ESG practices.
We have around 800 employees and more than 475 institutional clients, spread across the Nordic region and globally. Our vision is to be a leading European Asset Manager by delivering returns with responsibility.
Your Future ResponsibilitiesThe traineeship we offer is for a period of 12 months in Oeiras. The possible starting date is December 2024.
Welcome to the new Investment Services Team. We add value by being a strong partner to multiple stakeholders in the Investment Products and Solutions team through a range of services. These services range from handling client product requests to maintenance of marketing documents. As a Specialist in the Investment Services Team, you will have an important role in supporting IWD's investment operations, helping to ensure their smooth execution and contributing to overall commercial success.
Key Tasks- Develop and maintain pre-sales marketing documents such as pitch book, clients' newsletter, monthly update, reporting etc. to best support our Salesforce efforts and meet clients' expectations.
- Perform the funds and asset classes' analysis by making quantitative and qualitative comparison against our competitors.
- Take part in formulating the update of monthly Product Review committee.
- Assist in handling any incoming direct requests from clients or Sales in a timely fashion and quality (including client reporting).
- Supporting the value chain on timely delivery and compliance approval of marketing material used by our Portfolio Managers during client events and meetings.
- Ensure your deliverables align with Nordea's guidelines and standards, adhering to both European and local regulations.
You'll join a multilingual team of investment services professionals while working in an inspiring, multicultural, and creative environment with a Nordic touch. The role is based in Oeiras and may require some travel from time to time. You will report directly to the Lisbon-based Head of Investment Product Services.
Who You AreCollaboration. Ownership. Passion. Courage. These are the values that guide us in being at our best – and that we imagine you share with us.
- Well organized and pay high attention to detail.
- A team-oriented person with experience in setting priorities and dealing with multiple stakeholders.
- Used to ensure timely delivery and high quality in a performance-oriented environment.
The estimated annual salary for this role is €45,000-€60,000 depending on your qualifications and experience. In addition to a competitive salary, you can expect a range of benefits including health insurance, pension plan, and opportunities for professional development.
Please note that these figures are estimates and may vary based on individual circumstances.
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