Credit Strategy Analyst (M/F)

Banco Finantia; Lisboa; On-site; EUR 45,000 - 65,000; Full time

Job summary

Banco Finantia in Lisbon is seeking a Credit Strategy Analyst to join our team and contribute to the analysis of investment opportunities in primary and secondary markets.

You will build financial models, monitor markets across Europe and the Americas, and prepare materials to support internal decisions. Strong analytical skills, English fluency, and a proactive, market-aware mindset are essential.

Qualifications

• Degree in Management, Economics, Finance, Engineering or related field with a completed post-Bologna Master’s degree.
• Strong knowledge of Finance and financial analysis.
• Advanced proficiency in Microsoft Office, particularly Excel and PowerPoint.
• Knowledge and experience using AI tools.
• Fluency in English, both written and spoken.
• Strong analytical and critical-thinking skills.
• Strong business and market orientation.
• Good communication and interpersonal skills.
• Proactive, dynamic and intellectually curious mindset.
• Availability to travel.
• At least 1 year of professional experience will be considered an advantage.

Responsibilities

• Create and develop financial models to analyse companies’ balance sheets and simulate future scenarios.
• Monitor financial markets across the Bank’s regions including Europe and the Americas.
• Identify and generate investment ideas and opportunities across primary and secondary markets.
• Analyse companies, sectors and market developments to support investment decisions.
• Interact with Principal Investments, Capital Markets and Credit teams to discuss opportunities and market events.
• Prepare presentations and analytical materials to support internal discussions and decision-making.
• Use analytical and AI tools to enhance research and day-to-day activities.

Skills

Financial analysis

Analytical thinking

Communication skills

English fluency

Market awareness

Proactive mindset

Travel willingness

Education

Post-Bologna Master’s degree

Degree in Management/ Economics/ Finance/ Engineering

Tools

Excel

PowerPoint

AI tools

Job description

Turn financial analysis into investment opportunities and contribute to strategic decision-making

Credit Strategy is about combining financial analysis, market awareness and critical thinking to identify opportunities and support informed investment decisions across different markets and geographies.

We are looking for a Credit Strategy Analyst to join our team and contribute to the analysis of investment opportunities in both primary and secondary markets.

You will bring strong financial and analytical skills, business acumen and a market-oriented mindset, working closely with different investment and business teams to analyse companies, develop financial models, monitor financial markets and identify potential investment opportunities.

Your impact

You will be involved in the analysis and development of investment opportunities, contributing to:

• Creating and developing financial models to analyse companies’ balance sheets and simulate future scenarios;


• Monitoring financial markets across the Bank’s different regions of activity, including Western and Eastern Europe and the Americas;


• Identifying and generating investment ideas and opportunities across primary and secondary markets;


• Analysing companies, sectors and market developments to support investment decisions;


• Interacting with members of the Principal Investments, Capital Markets and Credit teams to discuss investment opportunities and relevant market events;


• Preparing presentations and analytical materials to support internal discussions and decision-making;


• Using analytical and AI tools to enhance research, analysis and day-to-day activities.

Profile

• Degree in Management, Economics, Finance, Engineering or a related field, with a completed post-Bologna Master’s degree;


• Solid knowledge of Finance and financial analysis;


• Advanced proficiency in Microsoft Office, particularly Excel and PowerPoint;


• Knowledge and experience using AI tools;


• Fluency in English, both written and spoken;


• Strong analytical and critical-thinking skills;


• Strong business and market orientation;


• Good communication and interpersonal skills;


• Proactive, dynamic and intellectually curious mindset;
  
• Availability to travel;


• At least 1 year of professional experience will be considered an advantage.

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Why work at Banco Finantia?

If you are looking for an opportunity to develop your career in Credit Strategy, combining financial analysis, investment thinking and exposure to international markets while contributing to the identification and assessment of investment opportunities, we would be pleased to hear from you.