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Portfolio Analyst
2 semanas atrás
Title Offer: Portfolio Analyst, Back-Office, Reporting, Consolidation & Finance
Location: Lisbon, Westmon Lda, company specialized in wealth management
supervision, reporting & consolidation
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.
Job Description:
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 while using control tools to certify the consistency of each investment
We require:
Bachelor's degree in Finance or equivalent
At least 2 years of working experience in Investment Banking or Private Banking and a very good understanding of different asset classes
Interest in understanding financial markets
Be familiar with the banking system
Have general knowledge of financial / banking products
Be able to work in a team and be an individual contributor as well
Possess excellent analytical skills
Be able to work with minimal supervision
Experience in using financial tools (Bloomberg a plus)
Experience with MS Office software (confirmed Excel user)
Fluent in English (French is a plus)
Excellent oral and written communication skills
Contact:
- If interested, please send your resume and a cover letter to
