Asset Management Data & Reporting Specialist (Hybrid)

Nordea Group; Lisboa; Hybrid; EUR 42,000 - 64,000; Full time

Job summary

Nordea is seeking a Business Management Analyst to join the Institutional and Wholesale Distribution (IWD) team in Portugal. You will support data management, analysis, and reporting to enable data-driven decisions at senior leadership level.

Based in Lisbon, you will produce reporting, dashboards, and market insights, interfacing with Sales, Finance, and CRS. The role blends analytics with business understanding in asset management and offers hybrid work after an initial on-site period.

Qualifications

• Master's degree in Economics, Finance, or a related field.
• Fluency in English, both written and oral.
• Proficient in Microsoft Excel and Power Query.
• Power BI experience is a plus.
• Familiarity with SQL and data-oriented languages is a plus (Python, C#).
• Familiarity with CRM systems (e.g. Salesforce).

Responsibilities

• Produce Daily, Monthly, Quarterly, Annual reports and ensure quality in IWD Management reporting.
• Interface between Sales, Finance and CRS to troubleshoot flows, reallocation and fees.
• Provide ad-hoc holdings and sales analysis to stakeholders.
• Create and maintain dashboards and reports to support data-driven decisions.
• Contribute to the RFP/DDQ process with cross-functional teams.
• Support operational improvements leveraging automation and technology.
• Develop Market Intelligence to support senior management and Sales teams.

Skills

Problem solving

Communication

Teamwork

Ownership

Education

Master's degree in Economics, Finance

Tools

Excel

Power Query

Power BI

SQL

Salesforce

Job description

Nordea is seeking a Business Management Analyst to join the Institutional and Wholesale Distribution (IWD) team in Portugal. You will support data management, analysis, and reporting to enable data-driven decisions at senior leadership level.

Based in Lisbon, you will produce reporting, dashboards, and market insights, interfacing with Sales, Finance, and CRS. The role blends analytics with business understanding in asset management and offers hybrid work after an initial on-site period.