Junior Portfolio Analyst

Junior Portfolio Analyst
Lisboa
Lisboa, Lisboa, Portugal

Title Offer: Junior Portfolio Analyst, Back-Office, Reporting, Consolidation & Finance

Start Date: To be defined

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 Junior Portfolio Analyst to join a dynamic team of portfolio analysts

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;
  
  
• 0-2 years 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;
  
  

Contact:

If interested, please send your resume and a cover letter to careers@westmon. net