Portfolio Manager - Wealth Management Lisboa

Portfolio Manager - Wealth Management
Lisboa
Lisboa, Lisboa, Portugal

Company Description
Al
Ti Tiedemann Global (“Al
Ti”) is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $76 billion in combined assets and has an expansive network of c. 400 professionals across three continents.
Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or
- generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network.
We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a
- changing world.
As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
To learn more visit
- global.com.
Job Summary
We are seeking a highly motivated and
- oriented Portfolio Manager to join our dynamic team at Al
Ti. In this role, you will support the management of investment portfolios for our Ultra-High Net Worth (UHNW) clients, working closely with senior portfolio managers and collaborating with colleagues across Zurich, Lisbon, and other global offices.
We are looking for someone with a genuine passion for financial markets, investments, and wealth management, who is eager to learn and contribute in a
- paced,
- focused environment. This is a unique opportunity to gain
- on experience in portfolio management, trade execution, reporting, and client servicing—while building a strong foundation in global financial markets and wealth management.
Key Responsibilities:
Day-to-Day Portfolio Management: Monitor and manage discretionary portfolios, ensuring accurate cash flow management, liquidity optimization, and alignment with strategic asset allocations.
Trade Execution & Implementation: Support the execution of trades across asset classes in line with target allocations. Assist in monitoring portfolio deviations and preparing rebalancing trades.
Portfolio & Performance Analysis: Contribute to portfolio reviews by analyzing performance, risk, and asset allocation. Assist in preparing investment proposals, pitching materials, and portfolio review presentations for clients and prospects.
Reporting & Client Support: Generate weekly, monthly, and quarterly portfolio reports, providing performance insights and market commentary. Assist senior portfolio managers in tailoring materials for client meetings and investment committees.
Research & Risk Management: Support investment research efforts by providing data and analysis to global Investment Committees. Assist in identifying portfolio risks and contribute to risk management strategies.
Collaboration: Work closely with colleagues across offices (Zurich, Lisbon, London, etc. ) and with reporting and operations teams to ensure seamless portfolio delivery.
Qualifications
Master’s degree in Finance, Economics, Management, or a related field (Bachelor’s with strong academic performance considered; CFA/CAIA or progress toward certification is a plus).
1–5 years of experience in portfolio management, investment analysis, trading, or a related financial role.
Strong analytical skills with the ability to interpret complex financial data, performance metrics, and market trends.
Proficiency in Microsoft Excel and financial modelling; familiarity with investment platforms and tools (e. g. , Bloomberg, Morningstar, Fact
Set, Addepar) is a plus.
Highly
- oriented and organized, with a commitment to accuracy, precision, and meeting deadlines in a
- paced environment.
Excellent communication and interpersonal skills, with the ability to collaborate effectively across global teams and present ideas clearly to both colleagues and clients.
A genuine passion for financial markets, investments, and wealth management, with strong intellectual curiosity and a drive to continuously learn.
Ability to balance multiple tasks, prioritize effectively, and take initiative while maintaining a
- first mindset.
**We are excited to hear from enthusiastic individuals who are passionate about this space. If you feel this is something you could be interested in exploring, please apply with your CV written in English. All CVs are reviewed by the team.