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.

Descrição da Função

Job Description: • Provide overall support for the monthly reporting • Implement transactions and reconciliations to follow clients’ portfolio using our proprietary software and using control tools to certify the consistency of each investments Requirements: • Bachelor’s degree in Finance or equivalent; • 0-1 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 minimal 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;

Localização

• Lisboa, Portugal