Investor Reporting Associate

Norfin; Almada; Presencial; EUR 55 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

None

Resumo da oferta

Norfin, a leading Portuguese real estate investment manager part of Arrow Global Group, seeks a Portfolio Management - Investment Strategy Associate to drive strategic management of investments and maximize performance. You will translate business plans into budgets, monitor execution, and prepare investor materials.

Fluent English and Portuguese are required; Lisboa based, full-time. The role offers opportunity to develop forward-looking analyses, AI-enhanced tools, and robust financial

Qualificações

• Undergraduate or master's degree in Finance, Economics, Management or Accounting.
• 3+ years FP&A or portfolio management experience.
• Real estate investment management experience.
• Advanced Excel and PowerPoint skills are mandatory.
• VBA and Python knowledge valued.
• ERP experience with Cegid or Primavera is a plus.
• Familiarity with AI tools and data visualization valued.
• Strong analytical thinking and communication skills.
• Fluent in English and Portuguese.

Responsabilidades

• Translate approved business plans into detailed annual budgets.
• Monitor budget execution, identify deviations and risks.
• Prepare investor reports, management presentations, and papers.
• Develop forward-looking analyses and scenario modelling.
• Ensure data integrity across accounting, finance and asset management.
• Review financial statements with Finance teams.
• Support junior analysts when applicable.

Conhecimentos

Analytical thinking

Effective communication

Attention to detail

Results-oriented

Formação académica

Bachelor's/Master's in Finance/Economics/Management/Accounting

Ferramentas

Excel

PowerPoint

VBA

Python

Cegid

Primavera

Descrição da oferta de emprego

Norfin is a leading Portuguese Real Estate Investment Manager founded in 1999 with over €2.7bn of assets under management across the full spectrum of Real Estate asset classes and strategies for institutional investors, and part of the Arrow Global Group, a pan-European vertically integrated alternative asset manager specializing in Credit and Real Estate.

Having deployed c. €1bn in capital over the last 5 years and retaining ambitious expansion plans Norfin stands out as one of the most active Real Estate Investors in the country. It is in this context of the company's continued growth that Norfin is looking to strengthen its team with a Portfolio Management - Investment Strategy Associate to play a key role in the strategic management of the portfolio's investments to maximize their performance.

For more information: http://www.Norfin.Pt and https://arrowglobal.Pt.

Key responsibilities:

Translate approved Business Plans into detailed annual budgets and activity plans.

Monitor budget execution and identify deviations, risks, and optimization opportunities.

Support re-underwriting processes and business plan revisions

Consolidate and review monthly, quarterly and annual financial reporting.

Ensure accuracy, consistency and usability of financial information for decision-making.

Prepare investor reports, management presentations, and investment papers.

Develop forward-looking analyses and scenario modelling to support strategic decisions.

Support preparation of materials for investor meetings and committees.

Ensure data integrity across accounting, finance and asset management.

Review accounting entries and financial statements in coordination with Finance teams

Participate in month-end closing processes and prepare supporting documentation

Contribute to internal control and financial governance processes

Develop and enhance financial models and performance tracking frameworks

Improve reporting automation and introduce best-in-class analytical tools

Support integration of AI-based tools and data visualization solutions where relevant

Support and guide junior analysts when applicable

Requirements:

Undergraduate or master's degree in Finance, Economics, Management, Accountancy or related fields.

3+ years of experience FP&A or Portfolio Management, Top-tier audit firms, Transaction Services / Financial Due

Diligence, Strategy or financial consultancy, Real Estate investment management.

Exceptional Excel and PowerPoint skills (mandatory).

Knowledge of VBA, Python or other data science tools proficiency (valued).

Familiarity with ERP systems (Cegid/Primavera) is a plus.

Familiarity with the integration of AI-based tools (e.G., ChatGPT, data visualization) into strategic decision-making (valued).

Strong analytical thinking and critical analysis skills.

Ability to communicate effectively and persuasively, both in writing and speech, across teams.

Meticulous attention to detail and a results-oriented mindset.

Fluent in English (C1 or above) and Portuguese.

Schedule and Location: Full-Time/Lisboa

Benefits of Joining Arrow Global Portugal:

At Arrow Global Portugal, we foster a culture that values talent, work-life balance, and continuous development. This commitment is reflected in a range of benefits designed to support and care for our people.

We offer a flexible, trust-based working environment that promotes autonomy, well-being, and a healthy work-life balance, providing the conditions for employees to manage their time more effectively.

We are committed to continuous development by providing learning and growth opportunities aligned with individual career goals, as well as clear prospects for progression within a dynamic environment and through challenging projects. All of this is underpinned by strong values and a positive impact on both our people and the wider community.

All of this is underpinned by strong values and a positive impact on both our people and the wider community.