Investor Reporting & Strategy Associate

Norfin (SGOIC & Serviços)

Lisboa

Presencial

EUR 50 000 - 70 000

Tempo integral

Há 2 dias

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Resumo da oferta

Norfin, a leading Portuguese Real Estate Investment Manager, invites applications for a Portfolio Management - Investment Strategy Associate based in Lisboa. The role focuses on translating business plans into budgets, monitoring performance, and developing forward-looking analyses to support strategic decisions.

We seek candidates with 3+ years in FP&A or portfolio management, strong Excel/PowerPoint skills, and fluency in English and Portuguese.

Qualificações

Undergraduate or master’s degree in Finance, Economics, Management, Accountancy or related fields.
3+ years of FP&A or Portfolio Management experience, top-tier audit/ Transaction Services is a plus.
Strong Excel and PowerPoint skills are mandatory; knowledge of VBA or data tools is valued.

Responsabilidades

Translate approved Business Plans into detailed annual budgets and activity plans.
Monitor budget execution, identify deviations, risks and optimization opportunities.
Prepare investor materials, management presentations and investment papers.
Develop forward-looking analyses and scenario modelling to support decisions.
Ensure data integrity across accounting, finance and asset management.