Back Office Operations Analyst | Fidelidade

Fidelidade; Lisboa; On-site; EUR 32,000 - 42,000; Full time

Benefits offered by this job

Opportunities for growth

Supportive and inclusive environment

Commitment to well-being

Job summary

A leading insurance and financial services company in Lisbon is seeking a Back Office Operations Analyst. In this full-time role, you will manage financial instruments, ensure data quality, and collaborate across departments. The ideal candidate holds a relevant Bachelor's degree and possesses strong attention to detail and proficiency in Microsoft Excel. Enjoy a supportive workplace committed to diversity, equity, and inclusion, where your contributions are valued and opportunities for growth are abundant.

Qualifications

• Bachelor’s degree preferably in Management, Economics, Finance, Accounting, or a related field.
• Proficient in English (spoken and written).
• Previous experience in Back Office roles within the financial industry is an advantage.
• Proficient in English (written and spoken).

Responsibilities

• Parametrization and maintenance of financial instruments within the management system.
• Valuation and daily control of financial instruments in the system.
• Recording and monitoring transactions related to financial instruments.
• Reconciliation of positions and income in the system.
• Control and parametrization of corporate actions.
• Maintenance and improvement of data quality in the asset management system.

Skills

Attention to detail

Organizational skills

Problem-solving

Team collaboration

Resilience under pressure

Cross-functional collaboration

Resilience

Education

Bachelor’s degree in Management, Economics, Finance, or Accounting

Additional training in financial markets

Tools

Microsoft Excel

Job description

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As part of the Investment Department of Fidelidade, this role will be responsible for the following activities:

• Parametrization and maintenance of financial instruments within the management system;
• Valuation and daily control of financial instruments in the system;
• Recording and monitoring transactions related to financial instruments;
• Reconciliation of positions and income associated with financial instruments;
• Control and parametrization of corporate actions;
• Maintenance, control, and continuous improvement of data quality in the asset management system, providing support to other departments.

IF YOU ARE SOMEONE WHO...

Behavioral Profile

• Strong attention to detail and accuracy;
• Excellent organizational and time-management skills, with the ability to handle multiple priorities;
• High sense of responsibility and commitment to delivering reliable results;
• Proactive, solution-oriented mindset;
• Team player with the ability to work collaboratively in a cross-functional environment;
• Resilient under pressure, maintaining high standards during peak workload periods.

Experience and Qualifications

• Bachelor’s degree preferably in Management, Economics, Finance, Accounting, or a related field;
• Additional training or coursework in financial markets is considered an asset;
• Previous experience in Back Office roles within the financial industry is an advantage;
• Proficiency in Microsoft Excel;
• Proficient in English (spoken and written).

SO YOU ARE THE ONE WE ARE LOOKING FOR!

Send us your CV by 15/01/2026

WHAT CAN YOU EXPECT FROM US?

Collaborate with a team that cares about you and wants you to succeed, offering opportunities to grow, innovate, and excel, fostering a unique sense of belonging. Work in a Group that promotes your well-being, so you can be and give your best, in a place where you feel good and want to be. A Group committed to Diversity, Equity, and Inclusion, that welcomes and respects differences, because it recognizes that only a diverse and inclusive environment creates the conditions for us to be prepared for a constantly changing world.

Senior level

Not Applicable

Employment type

Full-time

Job function

• Analyst
• Insurance

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