Investment Analyst: Data & AI Process Optimizer

Nordea Asset Management Portugal; Oeiras; Hybrid; EUR 45,000 - 65,000; Full time

Job summary

Nordea Asset Management in Lisbon is seeking an Investment Analyst to support the Investments Business Support team. The role combines analytical work with operational responsibilities, focusing on broker management, research management, and responsible investment activities.

You will standardize financial statements, analyze capital structures, and drive process improvements using data, automation, and AI. The position starts on-site in Oeiras with a hybrid schedule after two months.

Qualifications

• 2+ years of experience in a relevant role.
• Proficiency in Excel.
• Experience using generative AI in a professional setting.
• Bachelor's degree in Management, Accounting, Data Science or related field.
• Familiarity with financial data sources such as offering memorandums.
• Strong communication and organizational skills.
• Ability to organize, prioritize assignments and meet deadlines.

Responsibilities

• Standardize company financial statements into pre-defined templates using data from offering memorandums, annual and quarterly reports and other sources.
• Extract and track key credit metrics like leverage, coverage ratios and liquidity from financial statements.
• Analyse capital structures including debt structure, debt layers, repayment schedules, interest expenses and leverage levels.
• Conduct covenant analysis by reviewing indentures and extracting limits on distributions, debt incurrence and other restrictions.
• Meet tight turnaround deadlines, from 24 hours on some primary transactions to a week on less time sensitive assignments.
• Broker Management (approval, coordination, reviews, monitoring).
• Research Management (contracting, budgets, reviews, payments and systems).
• Provide operational and administrative support to the Manager Selection team.
• Perform Operational Risk Assessments.
• Support Responsible Investments with Proxy Voting, PRI Reporting and UK Stewardship Code Report.
• Support engagement activities by preparing and delivering engagement overviews upon request, maintaining and updating engagement data across relevant systems, and monitoring the progress of engagements.

Skills

Excel

Analytical skills

Communication skills

Organizational skills

Education

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

Job description

Nordea Asset Management in Lisbon is seeking an Investment Analyst to support the Investments Business Support team. The role combines analytical work with operational responsibilities, focusing on broker management, research management, and responsible investment activities.

You will standardize financial statements, analyze capital structures, and drive process improvements using data, automation, and AI. The position starts on-site in Oeiras with a hybrid schedule after two months.