Portfolio Analyst

1 semana atrás

Lisboa, Portugal Westmon Tempo inteiro

Westmon is a company specialized in consolidation and analysis of financial assets and is actively seeking a Portfolio Analyst to join a dynamic team of portfolio analysts

Provide overall support for the monthly reporting;
Monitor performances, allocations and risks for all different investments;
Analysis and consolidation of financial data;
Process different controls to guarantee quality of service;
Implement transactions and reconciliations to follow clients’ portfolio using our proprietary software and using control tools to certify the consistency of each investment;

**Requirements**:
Master’s degree in Finance or equivalent;
1-2 year of working experience in Investment Banking or Private Banking
A very good understanding of different asset classes
Interest in understanding financial markets
To be familiar with the banking system
To have general knowledge of financial / banking products
To be able to work in a team and be an individual contributor as well
To possess excellent analytical skills
To be able to work with mínimal supervision
Experience in using financial tools (Refinitiv a plus)
Experience with MS Office software (confirmed Excel user)
Fluent in English (French a plus)
Excellent oral and written communication skills;
Residence in Lisbon or nearby

**We offer**:
Young, dynamic and multinational team;
Career & Training development;
Great working environment & Work/Life Balance;

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