Portfolio Analyst

Copernicus Servicing SL; Madrid; On-site; EUR 38,000 - 56,000; Full time

Job summary

Factorial in Madrid is seeking a Portfolio Analyst to join our Servicing Team. The role focuses on financial analysis, portfolio monitoring, and preparing materials for monthly meetings and reporting.

You will visit assets, help define management strategies, and liaise with external stakeholders and sales teams to support informed decision-making.

Qualifications

• 2+ years in highly analytical roles
• Experience in a servicer or similar environment is a plus
• Strong analytical and problem-solving skills
• Self-motivated and proactive mindset
• Strong interest in Finance / Investment Management
• High level of attention to detail

Responsibilities

• Perform financial analysis and portfolio monitoring
• Prepare materials for monthly meetings and reporting
• Visit assets and help define management strategies
• Liaise with external stakeholders and sales teams

Skills

Analytical skills

Problem-solving

Attention to detail

Self-motivated

Proactive mindset

Interest in Finance/Investment

Education

Degree in Finance/Investment Management

Job description

We are looking for a Portfolio Analyst with strong data and financial skills to join our Servicing Team in Madrid.

1. Main Responsibilities

• Perform financial analysis and portfolio monitoring
• Prepare materials for monthly meetings and reporting
• Visit assets and help define management strategies
• Liaise with external stakeholders and sales teams

2. Requirements

• 2+ years of experience in highly analytical roles
• Previous experience in a servicer or similar environment is a plus
• Strong analytical and problem-solving skills
• Self-motivated and proactive mindset
• Strong interest in building a career in Finance / Investment Management
• High level of attention to detail

3. Education

Degree from a top university, preferably in: