Dynamic Portfolio Strategist
3 semanas atrás
About the role: At BNP Paribas Wealth Management, we are seeking a highly skilled Dynamic Portfolio Strategist to join our team in Lisbon. This is an exciting opportunity to work with a leading global private bank, delivering high-end discretionary portfolio management services to sophisticated and demanding private clients.
Job Description:
We are looking for a talented individual who can assist and contribute to the development of investment risk frameworks, launch investment risk controls under the MiFID II framework, and maintain investment risk databases and extracts with financial information. The successful candidate will also support the team with the preparation of business monitoring reports and marketing documentation related to the DPM activity.
Main Responsibilities:
• Assist the Investment Risk team with tasks and controls performed by the teams while promoting innovation and improvement of the existing framework.
• Help the Investment Risk team control 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 Business Monitoring reports 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.
Required Skills and Qualifications:
• 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.
• Strong communication and organizational skills.
• Attention to detail and good analytical capacity, rigor, accuracy, dynamism, flexibility, and autonomy.
Why Join BNP Paribas?
Bnp paribas is the European Union's leading bank and a key player in international banking. It operates in 63 countries and has nearly 183,000 employees, including more than 146,000 in Europe.
What We Offer:
We offer a competitive salary estimated to be around €60,000 - €80,000 per year, depending on experience. In addition to this, we provide a comprehensive benefits package, including health insurance, retirement plans, and paid time off. Our company is committed to ensuring that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity/paternity, race, religion or belief, sex, or sexual orientation.
How to Apply:
Only applications submitted in English will be considered. If you are selected for this role, further documentation will be requested to support your hiring process. Please note that only job seekers with a bachelor's degree in finance or equivalent will be considered for this position.
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