Investor Reporting & Strategy Associate

Norfin; Braga; Presencial; EUR 45 000 - 65 000; Tempo integral

Resumo da oferta

Norfin is seeking a Portfolio Management - Investment Strategy Associate to drive strategic management of the portfolio and maximize performance. The role requires strong FP&A and portfolio experience, with advanced Excel, PowerPoint and data visualization skills, and English/Portuguese fluency.

Lisbon-based, full-time, with opportunities to shape investment decisions across real estate assets. You will translate business plans into budgets, monitor execution, support re-underwriting and produce

Qualificações

• Undergraduate or master's degree in Finance, Economics, Management, Accountancy or related fields.
• 3+ years of experience in FP&A or Portfolio Management, Top-tier audit firms, Transaction Services / Financial Due Diligence.
• 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.

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

Communication

Formação académica

Finance/Economics/Management/Accountancy degree

Ferramentas

ERP systems (Cegid/Primavera)

Descrição da oferta de emprego

Norfin is seeking a Portfolio Management - Investment Strategy Associate to drive strategic management of the portfolio and maximize performance. The role requires strong FP&A and portfolio experience, with advanced Excel, PowerPoint and data visualization skills, and English/Portuguese fluency.

Lisbon-based, full-time, with opportunities to shape investment decisions across real estate assets. You will translate business plans into budgets, monitor execution, support re-underwriting and produce