Investor Reporting Associate

Norfin; Portugal; Hybrid; EUR 55,000 - 75,000; Full time

Job summary

Norfin, a leading Portuguese Real Estate Investment Manager, seeks a Portfolio Management - Investment Strategy Associate to drive strategic management of the portfolio’s investments in Lisbon. You will transform business plans into budgets, monitor performance and prepare investor materials, influencing decisions with robust analyses.

The role emphasizes financial modelling, data-driven insights, and collaboration across teams.

Qualifications

• 3+ years FP&A or portfolio management experience.
• Strong financial modelling and reporting skills.
• Advanced Excel and PowerPoint skills mandatory.
• Familiarity with VBA/Python and data tools valued.
• ERP systems familiarity a plus (Cegid/Primavera).
• Excellent communication and analytical abilities.
• Fluent in English and Portuguese.
• Interest in AI tools and data visualization helpful.

Responsibilities

• Translate approved business plans into detailed annual budgets and activity plans.
• Monitor budget execution; 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 and usability of financial information for decision-making.
• Prepare investor reports, management presentations and investment papers.
• Develop forward-looking analyses and scenario modelling.
• Support materials for investor meetings and committees.
• Ensure data integrity across accounting, finance and asset management.
• Review accounting entries with Finance teams.
• Participate in month-end close 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 where relevant.
• Mentor junior analysts when applicable.

Skills

Excel proficiency

PowerPoint proficiency

Financial modelling

Python/VBA

Data visualization tools

Communication skills

Analytical thinking

Languages: English & Portuguese

Education

Finance/Economics/Management/Accountancy degree

Tools

ERP systems (Cegid/Primavera)

Job description

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.
• Proficiency in financial modelling.
• 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.