Investment Analyst: Data, AI & Process Optimization

Nordea Group; Oeiras; Hybrid; EUR 35,000 - 60,000; Full time

Job summary

Nordea Asset Management, the leading Nordic asset manager with a strong European presence, is expanding its Investments Business Support team in Lisbon. The Investment Analyst role focuses on broker and research management, data-driven process improvement, and AI-enabled workflows.

The position combines analytical work with operations across Nordea’s investment platform, requiring collaboration with multiple teams and a strong appetite for technology-enabled change.

Qualifications

• 2+ years of experience in a relevant or similar role.
• Proficiency in Excel and strong analytical capabilities.
• Experience using generative AI in a professional setting is a plus.

Responsibilities

• Standardize company financial statements into pre-defined templates using internal and external data sources.
• Extract and track key credit metrics from financial statements.
• Analyse capital structures, debt layers, repayment schedules and leverage levels.
• Conduct covenant analysis by reviewing indentures and restrictions.
• Provide operational and administrative support to Manager Selection and related teams.
• Support Responsible Investments activities including Proxy Voting and PRI reporting.

Skills

Excel

Analytical skills

Time management

Collaboration

Education

Bachelor's degree

Tools

External applications

Job description

Nordea Asset Management, the leading Nordic asset manager with a strong European presence, is expanding its Investments Business Support team in Lisbon. The Investment Analyst role focuses on broker and research management, data-driven process improvement, and AI-enabled workflows.

The position combines analytical work with operations across Nordea’s investment platform, requiring collaboration with multiple teams and a strong appetite for technology-enabled change.