Investment Proposal Specialist

Há 7 dias

Oeiras, Lisboa, Portugal Nordea Asset Management Tempo inteiro

Job ID: 1906
We are looking for a Proposal Specialist to participate to the activities of the Institutional and Wholesale Distribution (IWD) Investment Products division which acts as the knowledge hub for all investment-related matters (markets, products, competition). This is an opportunity for you to combine your enthusiasm about the financial markets with your motivated attitude to promote our investment strategies to our investors.

At Nordea, we see that the world is changing fast – and we want to be one step ahead of the curve. That's why we're deeply committed to providing the financial solutions of tomorrow to our customers. We're creating an agile environment where we experiment and grow together - and we need your ideas and personal background. With us, you'll be in good company with a chance to make your mark on something bigger.

Nordea Asset Management (NAM) is the asset management arm of the Nordea Group, the leading financial services group in the Nordics with the vision of being a leading European Asset Manager. We want to do this by delivering returns with responsibility. The group has more than 9 million clients and 28,000 employees. NAM has around 900 employees and manages more than EUR 300 billion of assets for institutional, wholesale and retail clients across the Nordic region and the globe.

About This Opportunity
Welcome to the IWD Investment Products RFP team. The team is part of Nordea Asset Management distribution unit. We handle Request for Proposals (RFP) and Due Diligence Questionnaires (DDQ) for our international Institutional and Wholesale Distribution Clients. You will be in contact with our sales organization as well our investment specialists and different stakeholders across NAM's value chain

What you'll be doing:

  • Deal with IWD Request For Proposals (RFP) with a special focus on the operational side of the value chain as well as operational due diligence requests (DDQ).
  • Establish and maintain good network with Sales, Product Managers and other key stakeholders.
  • Assist in handling incoming requests from Sales in a timely manner and with attention to detail.
  • Participate in further developing the RFP framework and tools to enhance the competitive advantage.
  • Developing your knowledge on the fund industry, sustainability, fund management, risk and performance metrics, financial instruments, GIPS composites, regulation and others.

Who You Are
To achieve our common goals in this role, we believe that you:

  • Are well organized and pay high attention to detail.
  • Are a team-oriented person with experience in dealing with multiple stakeholders.
  • Are used to ensure timely delivery and high quality in a performance-driven environment.
  • Enjoy learning and are excited about bringing your ideas to the table.
  • Are accurate and detail oriented, able to explain complex topics in a simple and comprehensive manner.

Your profile and background:

  • Previous experience in a similar position (RFP / Investment Writer) within asset management or financial services sector (+3 years).
  • Master's degree in management, finance, law or similar.
  • Very good skills in written and spoken English. Other languages are considered an asset.
  • Excellent writing skills with the ability to articulate complex financial concepts clearly and concisely.
  • Genuine interest for asset management.
  • You are well-organized, detail oriented and a team player with experience in setting priorities and ensuring timely delivery in high quality.
  • You rapidly learn new tasks and have the ability to learn how to use additional software applications.

If this sounds like you, get in touch

Next steps
Submit your application no later than 28/02/2026. Please note the position might be filled before the application deadline.

At Nordea, we know that an inclusive workplace is a sustainable workplace. We deeply believe that our diverse backgrounds, experiences, characteristics and traits make us better at serving customers and communities. So please come as you are.

NAM #NAP-Portugal

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