Investor Reporting & Portfolio Strategy Analyst

Norfin; Viseu; Presencial; EUR 60 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Flexible benefits

Learning & growth opportunities

Resumo da oferta

Norfin, a leading Portuguese Real Estate Investment Manager, seeks a Portfolio Management - Investment Strategy Associate to drive strategic management of the portfolio investments and maximize performance.

Based in Lisbon, the role focuses on translating business plans into budgets, monitoring performance, and preparing investor materials. Strong FP&A, Excel/PowerPoint, and English/Portuguese skills are essential for this senior position.

Qualificações

• Undergraduate or master's degree in Finance, Economics, Management, Accountancy or related fields.
• 3+ years of experience FP&A or Portfolio Management, Big4/Transaction Services preferred.
• Diligence, strategy or financial consultancy in real estate investment management.
• Exceptional Excel and PowerPoint skills (mandatory).
• Knowledge of VBA, Python or other data science tools (valued).
• Familiarity with ERP systems (Cegid/Primavera) is a plus.
• Familiarity with AI-based tools (e.g., ChatGPT, data visualization) in decision-making (valued).
• Strong analytical thinking and communication skills.
• Fluent in English (C1 or above) and Portuguese.

Responsabilidades

• 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.

Conhecimentos

Excel

PowerPoint

VBA

Python

Data visualization

AI tools

ERP familiarity

English

Portuguese

Formação académica

Finance degree (Bachelors/Masters)

Ferramentas

Cegid/Primavera

Descrição da oferta de emprego

Norfin, a leading Portuguese Real Estate Investment Manager, seeks a Portfolio Management - Investment Strategy Associate to drive strategic management of the portfolio investments and maximize performance.

Based in Lisbon, the role focuses on translating business plans into budgets, monitoring performance, and preparing investor materials. Strong FP&A, Excel/PowerPoint, and English/Portuguese skills are essential for this senior position.