Investment Analyst (NAM Portugal)

Nordea Bank Abp; Paço de Arcos; Híbrido; EUR 42.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work regime

Descripción de la vacante

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.

Formación

• 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

Responsabilidades

• 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.

Conocimientos

Investment analytics

Excel

Generative AI

Workflow automation

Data analysis

Communication

Educación

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

Descripción del empleo

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Nordea Asset Management is the largest asset manager in the Nordics with a strong European presence and a global business. We have a proven history of having strong investment processes creating significant returns with responsibility. Our investment teams are working out of the Nordics, but we are keen on expanding the Investments Business Support team located in Lisbon.

About this opportunity

As an Investment Analyst, you will join our Investments Business Support team and support a broad range of activities across the investment organisation. Your main responsibilities will include Broker Management, Research Management and activities related to our external asset manager selection and responsible investment activities. You will combine analytical work with operational responsibilities, coordination and process development, working closely with investment teams and other stakeholders across Nordea Asset Management. An important part of the role will also be to identify opportunities to improve how we work through data, automation and AI. We are therefore looking for someone who is curious about new technology and has practical experience using generative AI, preferably including AI-enabled or agent-based workflows.

What you’ll be doing

Main responsibilities in this role:

• Standardize company financial statements (income statement, balance sheet, cash flow statement) 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.
• 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.

You will join Investments Business Support, a team of four within the Investment Office in Fixed Income & Equities at Nordea Asset Management.

• The role is based in Oeiras (Quinta da Fonte).
• It’s expected you to work 100% on-site in the first 2 months and after on an Hybrid regime (3 days from Office + 2 days from home).

Who you are

Collaboration. Ownership. Passion. Courage. These are the values that guide us in being at our best – and that we imagine you share with us.

To do well in this role, we believe that you are or have:

• 2+ years of experience, preferably in a relevant or similar role
• Application management: Manage selected external applications used across Investments, ensuring compliance with internal guidelines, coordinating reviews and documentation, and following up on required actions.
• Practical experience using generative AI in a professional setting to improve analysis, processes or workflows. This includes experience with workflow automation and preferably AI agents or agent-based workflows
• A strong interest in combining investment-related expertise with technology and continuous process improvement
• Proficiency in Excel
• Good analytical skills and high level of execution
• Appropriate communication skills to collaborate with investment teams
• Ability to organize, prioritize assignments and meet deadlines
• Capable and motivated in improving processes by applying new tools and technologies
• Bachelor's degree in Management, Accounting, Data Science or a related field
• Familiarity with financial data sources, such as offering memorandums and company reporting

At Nordea, we know that an inclusive workplace is a sustainable workplace. We deeply believe that our diverse backgrounds, experiences, characteristics, and traits make us better at supporting our customers and communities. So please come as you are.

#NAM
#NAM-Portugal

Department: Asset management / Investment management