Internship In Investment Proposal Specialist - Rfp Operational

Nordea; Lisboa; On-site; EUR 14,000 - 17,000; Full time

Job summary

Nordea Asset Management (NAM) in Portugal is offering an internship in Investment Proposal specialization within the RFP Operations team. You will contribute to high-quality investment proposals and due diligence responses that help NAM win and maintain institutional and wholesale client mandates globally.

The role is based in Oeiras (Quinta da Fonte) and is 100% on-site. You will work with sales teams, product managers, and investment specialists to translate complex concepts into clear written

Qualifications

• Master's degree in economics, finance or similar (or about to graduate).
• Very good skills in written and spoken English.
• Genuine interest for investments and asset management.
• Well-organised, detail oriented and a team player with ability to prioritise and deliver on time.
• Rapid learner with aptitude to learn new software applications.

Responsibilities

• Prepare and coordinate high-quality responses to RFPs and DDQs for institutional and discretionary clients, focusing on the operational value chain.
• Collaborate with sales, governance, product management and other NAM stakeholders.
• Ensure accurate, yet commercially impactful responses; contribute to improving RFP processes and content with AI-driven efficiencies.
• Proactively manage internal clients and stakeholders to ensure smooth RFP delivery.
• Build and maintain a strong understanding of NAM's investment capabilities and product offering.

Skills

Written English

Spoken English

Team player

Detail-oriented

Education

Master's degree in economics/finance

Job description

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Internship in Investment Proposal Specialist - RFP Operational (NAM Portugal) Job ID: 6243

We are looking for an Investment Proposal trainee to join the Institutional & Wholesale Distribution (IWD) Investment Products RFP team at Nordea Asset Management.

In this role, you will contribute to delivering high-quality investment proposals and due diligence responses that support Nordea Asset Management in winning and maintaining institutional and wholesale client mandates globally. This is an excellent opportunity to combine your interest in financial markets and asset management with your writing, analytical and stakeholder management skills, helping us effectively present our investment capabilities to investors.

At Nordea, we see that the world is changing fast – and we want to be one step ahead of the curve. That's why we're deeply committed to providing the financial solutions of tomorrow to our customers. We're creating an agile environment where we experiment and grow together - and we need your ideas and personal background. With us, you'll be in good company with a chance to make your mark on something bigger.

Nordea Asset Management (NAM) is the asset management arm of the Nordea Group, the leading financial services group in the Nordics with the vision of being a leading European Asset Manager. We want to do this by delivering returns with responsibility. The group has more than 9 million clients and 28,000 employees. NAM has around 900 employees and manages more than EUR 350 billion in assets for institutional, wholesale and retail clients across the Nordic region and the globe.

About this opportunity

You will join the IWD Investment Products RFP team, part of the Nordea Asset Management distribution organisation.

The team is responsible for managing Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) from institutional and wholesale clients worldwide. The function is a key component of IWD's business growth and business retention activities. The role offers broad exposure across the organisation, working closely with sales teams, product managers, investment specialists and other key stakeholders across NAM.

The role is based in Oeiras (Quinta da Fonte).

It's expected you to work 100% on-site.

Salary offer: 1.400 € gross/monthly + meal allowance.

What you’ll be doing:

• Prepare and coordinate high-quality and timely responses to RFPs and DDQs for institutional and discretionary clients, with a particular focus on the operational side of the value chain.
• Collaborate closely with sales, governance, product management, and other stakeholders across NAM.
• Ensure responses are accurate while being commercially impactful; Contribute to the continuous improvement of RFP processes, tools and content frameworks with a focus on AI-driven efficiencies.
• Proactively manage your internal clients (sales, Country Heads) and stakeholders (portfolio managers, portfolio specialists, etc.) in order to ensure a smooth RFP delivery process.
• Build and maintain a strong understanding of NAM's investment capabilities and product offering.

Develop expertise in areas such as:

• Asset management and fund strategies
• Sustainability and ESG integration
• Risk and performance metrics
• Financial instruments and markets
• GIPS composites and regulatory requirements.

Who you are

We are looking for a professional who shares Nordea's core values: Collaboration, Ownership, Passion and Courage.

To succeed in this role, you:

• Are highly organised and detail-oriented.
• Thrive in a collaborative, dynamic and multi-cultural environment with multiple stakeholders.
• Deliver high-quality work under deadlines in a performance-driven environment.
• Enjoy learning and continuously developing your knowledge of financial markets.
• Are able to translate complex financial concepts into clear, structured written content.

Your experience and qualifications:

• Master's degree in economics, finance or similar (or about to graduate).
• Very good skills in written and spoken English. Other languages are considered an asset.
• Genuine interest for investments and asset management.
• You are well-organized, detail oriented and a team player with experience in setting priorities and ensuring timely delivery in high quality.
• You rapidly learn new tasks and have the ability to learn how to use additional software applications.

At Nordea, we believe that an inclusive workplace is a sustainable workplace. Diverse backgrounds, perspectives and experiences strengthen our ability to serve our clients and communities.

Come as you are.

#NAM #NAM-Portugal