Investment Analyst, AI & Data-Driven Process Improvement

Nordea Group; Paço de Arcos; Hybrid; EUR 42,000 - 60,000; Full time

Benefits offered by this job

Hybrid work regime

Job summary

Nordea Asset Management is expanding its Investments Business Support team in Lisbon. As an Investment Analyst, you will support a broad range of activities across the investment organisation, combining analytical work with operational responsibilities and process development.

You will collaborate with investment teams, leverage data, automation and AI to improve workflows and enable better decision making.

Qualifications

• 2+ years of experience in a relevant or similar role
• Proficiency in Excel
• Practical experience using generative AI in a professional setting to improve analysis, processes or workflows
• Strong interest in combining investment expertise with technology and continuous process improvement
• Capable of organizing, prioritizing assignments and meeting deadlines
• Familiarity with financial data sources such as offering memorandums and company reporting

Responsibilities

• Standardize company financial statements into pre-defined templates using data from reports.
• Extract and track key credit metrics like leverage, coverage ratios and liquidity.
• Analyze capital structures including debt structure and repayment schedules.
• Conduct covenant analysis by reviewing indentures and exclusions.
• Meet tight turnaround deadlines for primary transactions and other assignments.
• Broker Management including approvals, coordination and reviews.
• Research Management including contracting, budgets, reviews and payments.
• Provide operational support to the Manager Selection team.
• Support Responsible Investments with Proxy Voting, PRI Reporting and UK Stewardship Code.
• Assist engagement activities by preparing engagement overviews and updating data.

Skills

Investment analytics

Excel

Generative AI

Workflow automation

Data analysis

Communication

Education

Bachelor's degree in Management, Accounting, Data Science or related field

Job description

Nordea Asset Management is expanding its Investments Business Support team in Lisbon. As an Investment Analyst, you will support a broad range of activities across the investment organisation, combining analytical work with operational responsibilities and process development.

You will collaborate with investment teams, leverage data, automation and AI to improve workflows and enable better decision making.