Wealth Management Investment Risk Trainee Lisboa

Wealth Management Investment Risk Trainee
Lisboa
Lisboa, Lisboa, Portugal

About the job

We are currently reinforcing this team and we are looking for a Investment Risk Analyst to help and contribute to the
- up and development of the investment risk framework of the International Markets ("IM") Products & Services platform. The IM Products & Services platform is providing
- end expertise, investment services and financial products to wealthy, sophisticated and demanding private clients

It has a wide range of offering and is positioned as a hub for the IM sites of Wealth Management

Your Main Activities Are

To contribute for the development and improvement of Investment Risk Framework and the Execution Services Providers Framework within IM Products & Services platform

Reporting to the Team Leader, a Trainee has intermediate knowledge and understanding of financial markets and its products, as well as investment processes and services offered by the wealth management industry. In addition, concepts of investment policies and risk controlling are required

Investment Risk Framework

To run the Discretionary Portfolio Management ("DPM") and Advisory Investment Risk reporting processes

To prepare the DPM and Advisory Investment Risk Committees

To produce risk metrics for clients' portfolios – Va
R, stress tests, tracking error

To promote a risk culture by contributing to the improvement of control framework and respect of investment policies and client conduct

Review documentation to guarantee adequate feeding on internal systems (both at client and instrument level)

Launch Mi
FID II related controls under the framework of Investment Risk

Execution Services Providers Framework

To manage the relation with different brokers (open/close relationships)

To analyse brokerage and trading data to run controls on the trading desk activity

To prepare the Execution Services Providers Committee dedicated to analyse brokers and trading activity

Profile and Skills to Success

Bachelor's Degree in Economics, Management, Accounting or Mathematics

Knowledge of financial markets and products (equities, bonds, funds, derivatives, private equity)

Proficiency in computing programming skills – SQL, Power
BI, Python, VBA

Proficiency in Microsoft Office tools - Excel, Power Point and Access

Fluency in English

Communication skills

Ability to work under pressure and independently

Capacity to adapt to a fast pace and
- cultural environment

Analysis capacity, rigor and accuracy, dynamism, flexibility and autonomy

Ability to synthetize / simplify and challenge the
- quo

About the Team

As a leading global private