Assurance Client & Business Analyst | Lisboa

EY; Lisboa; On-site; EUR 35,000 - 52,000; Full time

Job summary

EY is seeking an Assurance Client & Business Analyst in Lisbon to support partners with proposals, client materials, and business development activities. You will craft PowerPoint presentations, summarize information with AI tools, and coordinate client meetings to enable partners to focus on relationships and value delivery.

Requirements include a degree in Management/Marketing/Communications and experience with proposals, CRM systems, and Microsoft 365.

Qualifications

• Degree in Management, Marketing, Communications or related field.
• Experience in business support, sales support, or proposals preferred.
• Ability to develop client-facing materials and proposals.

Responsibilities

• Support partners and teams in preparation of proposals, RFPs and client materials.
• Create high-quality PowerPoint presentations with clear visuals.
• Develop written and visual content for proposals and meetings.
• Leverage AI-enabled tools to summarize information and improve deliverables.
• Coordinate client meetings, presentations and events.
• Maintain information on opportunities, pipeline and client contacts.
• Assist with follow-up actions and client information gathering.

Skills

PowerPoint

Excel

MS 365

AI-enabled tools

Client service

Portuguese

English

Time management

Education

University degree in Management/Marketing/Communications

Tools

CRM systems

Canva

Adobe Express

Job description

Assurance Client & Business Analyst | Lisboa

Location: Lisbon

Other locations: Primary Location Only

Date: Oct 16, 2026

Requisition ID: 1753471

The opportunity At EY, we’re all in to shape your future with confidence. As an Assurance Client & Business Support Specialist, you will work closely with our Assurance Partners and teams, providing high-quality business and client support across commercial opportunities, proposals, client interactions and business development activities. This role combines strong organizational and communication capabilities with a digital and innovative mindset. You will contribute to the preparation of high-quality client materials, presentations and proposals, while leveraging AI and Microsoft 365 tools to enhance productivity, efficiency and the overall quality of our deliverables. You will act as an enabler to our Assurance professionals, helping them dedicate more time to building client relationships, developing business opportunities and delivering value to our clients.

Your key responsibilities

• Support Assurance Partners and teams in the preparation and coordination of commercial proposals, RFPs and other client-facing materials;
• Develop, structure and format high-quality PowerPoint presentations, ensuring clarity, consistency and strong visual impact;
• Support the creation of written and visual content for proposals, client meetings and business development initiatives;
• Leverage AI-enabled tools, including Microsoft Copilot and other approved solutions, to support research, summarize information, develop content and improve the efficiency and quality of deliverables;
• Coordinate client meetings, presentations and events, ensuring effective preparation and follow-up;
• Support the maintenance and quality of information relating to commercial opportunities, pipeline and client contacts;
• Assist Partners and teams in the operational follow-up of business opportunities, ensuring appropriate coordination and timely execution of agreed actions;
• Liaise with clients on operational matters, including scheduling, information gathering and follow-up;
• Support market and client initiatives in coordination with relevant internal teams, including Clients & Industries (C&I);
• Identify opportunities to improve and streamline ways of working, using technology, AI and Microsoft 365 tools.

Skills and attributes for success

• Strong client-service mindset and ability to interact confidently and professionally with senior stakeholders;
• Excellent verbal and written communication skills in Portuguese and English;
• Strong organizational skills, attention to detail and commitment to delivering high-quality work;
• Ability to manage multiple priorities and deadlines in a fast-paced professional environment;
• Proactive and autonomous approach, combined with a collaborative mindset;
• Strong PowerPoint skills and ability to translate information into clear, compelling and visually effective presentations;
• Good knowledge of Excel and the broader Microsoft 365 environment;
• Interest in and practical understanding of AI-enabled productivity tools;
• Ability to build effective working relationships with Partners, senior executives, internal teams and clients.

Ideally, you’ll also have

• A degree in Management, Marketing, Communication, Design or a related field;
• Around three years of professional experience in business support, sales support, business development, marketing, proposal management or executive support;
• Experience developing client-facing presentations, proposals or other commercial materials;
• Knowledge of CRM systems and/or commercial pipeline management;
• Experience with design and content creation tools such as Canva, Adobe Express or similar platforms;
• Curiosity for new technologies and a strong interest in how AI can improve productivity and quality of work.

What we look for

We are looking for reliable and highly organized individuals with a strong sense of responsibility and a service-oriented mindset. You should be a confident team player, capable of managing multiple priorities while delivering high-quality administrative support and contributing to a positive working environment.

What working at EY offers

• Support, coaching and guidance from experienced professionals;
• Opportunities to develop professional and interpersonal skills;
• A collaborative, inclusive and respectful work culture;
• Stability and growth opportunities within a global professional services organization.

EY | Building a better working world.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

At EY, we're committed to providing recruitment and career opportunities to all, regardless of gender, sexual orientation, social background or disability. We believe that equality and diversity are central to our recruitment process, as they enhance creativity and efficiency, leading to improved performance and productivity. In line with this commitment, EY Portugal recently became a member of the Inclusive Community Forum. This initiative, led by Nova SBE, focuses on the recruitment of individuals with disabilities, advocating for a more inclusive community. Moreover, EY Portugal has also endorsed the Diversity Charter of APPDI (the Portuguese Association for Diversity and Inclusion), pledging to establish and develop internal policies and practices which support diversity. Through these initiatives, EY seeks to actively contribute to the inclusion process, and promote a more inclusive community for people with disabilities, by actively participating in creating solutions.

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