Wealth Management Discretionary Portfolio

**About the job** - 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 United States and €393 billion of assets under management as of December 2019, 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) - 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) **Your Main Activities Are** - The main mission of the DPM Analyst is to support the DPM Portfolio Managers from Switzerland and Luxembourg hubs, namely- Operationally manage discretionary mandates 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 - 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 clients' portfolios are aligned with the asset allocation defined for the investment strategies - Manage the cash available in the clients' accounts according to the defined investment guidelines and clients' profile - 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's degree in Finance, Economics or equivalent - At least 4 years of Experience in a similar role or in other financial role (financial control, product control, risk, among others) - Knowledge of financial instruments and markets - Knowledge of cross-asset portfolio management - Comfortable with tools such as Excel, Access, Power BI, Python and VBA coding - High interest to develop an expertise in the investment management field - Fluent in English - Excellent communication skills - 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 all clients with financing, investment, savings and protection solutions that help make their projects a success. BNP Paribas holds key positions in its three core operating divisions: - **Retail Banking**, a division that brings together all of the Group's retail activities and specialised business lines; - **Investment & Protection Services **that include specialised businesses offering a wide range of savings, investment and protection services; - **Corporate & Institutional Banking **division that offers tailored financial solutions for corporate and institutional clients. - **Diversity and Inclusion commitment** - **Commitment towards work/life balance** At BNP Paribas we care about our employees wellbeing and promote a culture of good integration between work and rest. We believe our employees have rich personal lives outside of work, being fundamental to be disconnected from work to recharge both physically and mentally. Only through this