Banking And Financial Operations Officer

Banking And Financial Operations Officer
Viseu
Viseu, Viseu District, Portugal

Job Opportunity: Officer – Banking Operations (Private Credit)

6 months contract

Location: Lisbon, Portugal

Area: Banking Operations | Private Credit

Mission:

We are looking for an Officer to join a specialized team focused on private credit solutions, supporting clients investing in assets such as corporate loans, infrastructure debt, and real estate debt. The role involves ensuring data quality, compliance with procedures, and excellence in service delivery.

Key Responsibilities:

Process and manage loan data with accuracy and compliance.

Collect and validate documentation (credit agreements, utilization requests, trade documentation).

Manage transactions (settlements, repayments, restructures).

Prepare reports and perform reconciliations (cash and positions).

Provide client support, ensuring satisfaction and timely resolution of queries.

Contribute to continuous improvement projects and assist in onboarding new team members.

Profile:

Education: Bachelor's degree in Economics, Finance, or Accounting.

Experience: Banking operations, accounting, and finance.

Skills:

Attention to detail and rigor (expert level).

Analytical and critical thinking.

Organizational skills,
- driven, and
- focused.

Teamwork and collaboration.

Languages: Fluent English (mandatory).

Tools: MS Office (Excel, Power
Point, Word) – advanced level.

What We Offer:

Integration into a dynamic and international team.

Continuous training and development opportunities.

Collaborative environment and challenging projects in the financial sector.