Settlement and Derivatives Officer

Settlement and Derivatives Officer

Position at AZQORE SA in Lisbon, Portugal (Av. Dom João II 43, 1990-084 Lisboa, Portugal). The role is part of the Settlement and Derivatives team within the Securities Team and will help launch this activity from scratch in Lisbon, working closely with our experienced team in Switzerland.

Company Overview

AZQORE SA is a subsidiary of Indosuez Wealth Management, the wealth management arm of the Crédit Agricole Group. The company specializes in information systems outsourcing and banking operations processing for private banking clients around the world, operating from hubs in Switzerland, Singapore and Portugal. AZQORE provides an integrated information system (S2i) and a full range of digital banking products and services.

Your Responsibilities

• Accounting and control stock exchange transactions
• Daily monitoring of the settlements for all transactions
• Administrative management and monitoring of various taxes
• Processing and follow‑up of investigations
• Accounting and control of options, futures, accumulator/decumulator trading operations (regulated/OTC)
• Monitoring of expirations, assignments, and exercises
• Support international teams by providing timely updates and resolving any discrepancies
• Maintain comprehensive records of transactions in alignment with company policies
• Answer to client bank requests
• Assist in the implementation of process improvements within the Operations Department

Your Core Competencies

• 3–5 years of experience in securities or financial operations (preferred)
• Build and maintain strong communication channels with clients and stakeholders
• Client service oriented
• Knowledge of banking and financial services processes
• Strong attention to detail and ability to work with complex data
• Proficiency with relevant tools and software for securities processing
• Rigorous and results‑oriented
• Adaptable and resilient
• Excellent communication skills for cross‑team collaboration
• Fluency in English; additional languages are a plus

Benefits

• 25 days of annual leave for a healthy work‑life balance
• Generous healthcare contribution and attractive pension plan
• 14‑month salary structure (12 months + vacation + Christmas allowance)
• Meal card (Pluxee – €11. 60/day)
• Annual performance bonus
• Hybrid work model – up to 2 days per week from home
• Permanent contract in a stable and professional environment
• Ongoing training and career development within Azqore and the Crédit Agricole Group

Recruitment Process

• Initial discussion with a Talent Acquisition Partner (Alexia or Charlotte)
• Interview with the Head of Securities based in Switzerland (if mutually agreed)
• Interview with the Head of Global Operations based in Switzerland and the Lisbon AZqore CEO (if progressing)
• Final HR interview to get to know the candidate better
• Optional test on motivational levers (PULSIONS) if reaching the final selection stage

Inclusion and Diversity

The company is committed to diversity in all its forms and to inclusion. All positions are open to people with disabilities. Women and other under‑represented groups are strongly encouraged to apply.

Seniority Level

Mid‑Senior level

Employment Type

Contract

Job Function

Finance and Sales