Financial Settlements Analyst

PrimeIT; Lisboa; On-site; EUR 10,000 - 17,000; Full time

Benefits offered by this job

Food allowance

Flex benefits

Job summary

PrimeIT in Portugal is hiring a Finance/Operations professional (0–2 years) to monitor and ensure accuracy of settlement-related claims from late trade settlements, and to validate processes across FX, bonds, equities and derivatives. You will document procedures, liaise with Back Office and counterparties, monitor cash movements, and support standardisation of processes in a fast-paced environment.

A degree in Economics, Finance, Accounting, or similar is expected, and English fluency is

Qualifications

• 0–2 years of experience in Finance, Accounting, Operations, or related areas.
• Degree in Economics, Finance, Accounting, or similar field.
• Interest or knowledge of financial markets products (FX, Bonds, Equities, Derivatives) is a plus.
• Strong attention to detail and analytical mindset.
• Ability to work with operational and financial data.

Responsibilities

• Monitor and ensure accuracy of settlement-related claims resulting from late trade settlements.
• Detect, validate, and process claims linked to interest payments and receipts across financial products (FX, Money Market, Equities, Bonds, Derivatives).
• Record and control claims in internal systems, ensuring accuracy and compliance.
• Issue claim notifications to counterparties and follow up within required deadlines.
• Liaise with Back Office teams and external counterparties to ensure timely resolution of claims.
• Monitor cash movements and investigate payment discrepancies.
• Ensure proper booking of claims and reconciliation of related transactions.
• Contribute to process improvements to reduce operational risk and increase efficiency.
• Document procedures and support standardisation of operational processes.

Skills

Attention to detail

Analytical mindset

Teamwork

Proactivity

Ownership mindset

Client-oriented approach

Education

Degree in Economics, Finance, Accounting, or similar field

Job description

PrimeIT in Portugal is hiring a Finance/Operations professional (0–2 years) to monitor and ensure accuracy of settlement-related claims from late trade settlements, and to validate processes across FX, bonds, equities and derivatives. You will document procedures, liaise with Back Office and counterparties, monitor cash movements, and support standardisation of processes in a fast-paced environment.

A degree in Economics, Finance, Accounting, or similar is expected, and English fluency is