Wealth Management Discretionary Portfolio Management Support Analyst

**About the job**

BNP Paribas is a leading European bank with an international reach. It has a presence in 63 countries, with more than 180,000 Employees - including more than 145,000 in Europe and over 9,000 in Portugal alone

BNP Paribas is present in Portugal since 1985, having been one of the first foreign banks to operate in the country. Today, BNP Paribas has several entities operating directly in this territory, offering a wide range of integrated financial solutions to support its clients and their businesses

Worldwide, the Group has key positions in its three main activities: Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investors. The Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporate and institutional clients) to realise their projects through solutions spanning financing, investment, savings and protection insurance

As a leading global private bank, we deliver a tailor-made experience, with outstanding attention to detail along with precise, local knowledge backed by the global know-how of a worldwide banking group. With a strong presence of almost 7.000 employees working in Europe, Asia and the Middle East and €462 billion of assets under management as of December 2024, BNP Paribas Wealth Management (“WM”) is a global leader of the Private Banking industry

Since 2015, BNP Paribas Wealth Management has a competence center in Lisbon (PIMH = Portugal International Markets Hub) to manage activities for several locations (Switzerland, Luxembourg, Germany, Monaco)

**Your Main Activities Are**

The main mission of the Discretionary Portfolio Management (DPM) desk is to manage the portfolio of clients whom delegate to the bank the management of their assets. It provides high-end DPM services to wealthy, sophisticated and demanding private clients. The team services clients from different BNP Paribas WM entities (Switzerland, Luxembourg, Monaco, and Germany)

The main mission of the DPM Support Analyst is to assist the DPM Portfolio Managers from Germany Hub, namely
- Operationally manage benchmark portfolios by implementing investment decisions, controlling continuous compliance with the defined strategies asset allocation and managing the cash
- Prepare the investment proposals and client reports aimed at end clients and potential investors
- Monitor the DPM Risk and Performance for Germany Hub
- Support the post trade lifecycle for PMS “Portfolio Management Solutions” funds
- Take part to the ongoing project related to the automatization of the servicing activity

Implement the Portfolio Managers´ investment decisions in the Front Office systems, making sure they are executed according to the procedures in place

Control and ensure that the benchmark portfolios are aligned with the asset allocation defined for the investment strategies

Prepare reports to clients on the performance of their portfolios

Prepare investment proposals to be presented to investors

Prepare reports aimed at monitoring the risk and performance of the DPM activity

Contribute to keep the databases that monitor DPM activities up-to-date

Contribute to enhance operational efficiency and to continuously improve DPM activities

**Profile and Skills to Success**

Bachelor degree in Finance, Economics or equivalent

At least 2 years of Experience in a similar position (financial control, product control, risk, among others)

Knowledge of financial instruments and markets

Knowledge in Microsoft office tools, in particular Excel and Access, Power BI

Interest to develop an expertise in the investment management field

Excellent communication skills, verbal, written and listening in English

Strong interpersonal and analytical skills

Strong analysis capacity, rigor and accuracy, dynamism, autonomy, organization and responsibility

Highly oriented to results

Capacity to synthetize / simplify

Ability to adapt to a fast pace and multi-cultural environment

Passion, tenacity and resilience in an ever-changing context

LI-Hybrid

**Why joining BNP Paribas?**
- **Leading banking institution**

BNP Paribas is the European Union’s leading bank, and key player in international banking. It operates in 63 countries and has nearly 183.000 employees, including more than 146.000 in Europe.
- **Our presence in Portugal**

In Portugal since 1985, BNP Paribas today has more than 8.700 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 excellence centers providing value-added services to various countries where the BNP Paribas Group also operates.
- ** International reach**

Thanks to its international presence and regular and close collaboration among its different entities, BNP Paribas has the resources to support