Personal Finance Portfolio Manager

Há 16 horas


Lisboa, Lisboa, Portugal Phiture Tempo inteiro
About the Role

In this exciting position at Phiture, you will be part of a dynamic team managing high-end personal finance portfolios for sophisticated clients. As a key member of our Discretionary Portfolio Management desk, your primary responsibility will be to assist in portfolio management tasks and contribute to the development of our investment risk framework.

Main Activities
  • Support the DPM and Investment Risk teams with various tasks and controls, promoting innovation and improvement within existing frameworks.
  • Collaborate with the Investment Risk team to monitor investment policies and protect clients' interests.
  • Implement Investment Risk controls under the MiFID II framework.
  • Maintain and update Investment Risk databases and extracts with relevant financial information.
  • Develop and maintain Investment Risk department procedures.
  • Contribute to the preparation of Business Monitoring reports for DPM International markets.
  • Support the team in preparing DPM marketing documentation, including performance metrics, risk assessments, and asset class allocation.
  • Assist the DPM team in preparing the Switzerland Business Monitoring report for DPM management.
Key Skills and Qualifications
  • Bachelor's degree in Finance or equivalent qualification.
  • Knowledge of financial instruments and investment services.
  • Proficiency in Microsoft Office (Excel, PowerPoint, Access) and Power BI.
  • Familiarity with VBA and SQL coding.
  • Excellent communication and organizational skills.
Salary and Benefits

The estimated salary for this role is €65,000 per year, reflecting the company's commitment to compensating its employees fairly based on market standards. Additionally, Phiture offers a comprehensive benefits package, which includes opportunities for career growth and professional development.


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