Investment Analyst - Data, AI & Process Improvement

Nordea Group; Paço de Arcos; Hybrid; EUR 30,000 - 42,000; Full time

Job summary

Nordea Asset Management in Lisbon seeks an Investment Analyst to join the Investments Business Support team. You will standardize financial statements, extract credit metrics, and analyse capital structures while supporting manager selection and research activities.

Emphasis on data-driven improvements and AI-enabled workflows. This role requires collaboration, strong analytical skills, and the ability to meet tight deadlines.

Qualifications

• 2+ years of relevant experience.
• Experience with generative AI in a professional setting.
• Proficiency in Excel.
• Strong analytical and execution skills.
• Bachelor's degree in Management, Accounting, Data Science or related field.
• Familiarity with financial data sources such as offering memorandums.

Responsibilities

• Standardize company financial statements (income statement, balance sheet, cash flow) into predefined templates.
• Extract and track key credit metrics (leverage, coverage ratios, liquidity).
• Analyse capital structures, debt layers and repayment schedules.
• Conduct covenant analysis from indentures and restrictions.
• Meet tight deadlines across transactions and analyses.
• Provide operational support to Manager Selection and Research teams.
• Perform Operational Risk Assessments and assist with Responsible Investments activities.

Skills

Excel

Analytical skills

Communication skills

Execution

Collaboration

Ownership

Generative AI workflows

Education

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

Tools

Generative AI tools

Job description

Nordea Asset Management in Lisbon seeks an Investment Analyst to join the Investments Business Support team. You will standardize financial statements, extract credit metrics, and analyse capital structures while supporting manager selection and research activities.

Emphasis on data-driven improvements and AI-enabled workflows. This role requires collaboration, strong analytical skills, and the ability to meet tight deadlines.