Encontre o emprego certo

Tem 163.320 ofertas que pode consultar

Junior Portfolio Analyst

ID:
7552645
Data:
14-11-2019
Empresa:
Westmon
País:
Portugal
Distrito:
Lisboa
Categoria(s):
Economia/Finanças
Intervalo salarial:
Informação exclusiva JobMatch

Descrição da Empresa

Westmon is a company specialized in wealth management supervision

It offers its clients a broad range of services such as:

  • Financial & non-financial assets consolidation
  • Investments analysis
  • Assets, trading & fees control
  • Tailor-made reporting

The company performs data enrichment on every single transaction to improve the granularity level of the reporting.

Its activities lie mainly in the consolidation of clients’ assets for reporting purposes.

Registada há 1 ano no SAPO Emprego 1 ofertas anunciadas nos últimos 6 meses

Detalhe da Função

Company:

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

It offers its clients a broad range of services such as:

•Financial & non-financial assets consolidation
•Investments analysis
•Assets, trading & fees control
•Tailor-made reporting

The company performs data enrichment on every single transaction to improve the granularity level of the reporting.

Its activities lie mainly in the consolidation of clients’ assets for reporting purposes. 

 

Responsibilities:

  • To provide overall support for the monthly reporting;
  • Transactions validation;
  • To implement transactions and reconciliations to follow clients’ portfolio using our proprietary software and using control tools to certify the consistency of each investments.

 

Required profile:

  • Bachelor’s or master’s degree in finance or equivalent (recently graduated);
  • 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 minimal supervision;
  • Experience in using financial tools (Bloomberg a plus);
  • Experience with MS Office software (confirmed Excel user);
  • Fluent in English (French a plus);
  • Excellent oral and written communication skills.

 

What we offer

This is an opportunity to develop your skills and career, integrated in an ambitious project, where you will be provided initial and continuous training.

If you are interested in joining a professional and highly motivated team, then please send your application (motivation letter, detailed CV and all relevant certificates)

Pesquise também por: Reporting Consolidation BackOffice

SAPO EMPREGO

Não perca nem mais uma oportunidade!

As melhores ofertas de Emprego no seu email de segunda a sexta.

Subscrever Newsletter
Siga-nos em:
Twitter   Facebook   LinkedIn   RSS