Junior Portfolio Analyst

Westmon; Braga; On-site; EUR 28,000 - 36,000; Full time

Benefits offered by this job

Collaborative team

Professional development

Exposure to asset classes

Clear career progression

Job summary

Westmon, a specialist in consolidation and analysis of financial assets, is seeking a Junior Portfolio Analyst to join a dynamic team in Lisbon. This early-career role offers hands-on experience in portfolio monitoring, performance analysis, and client reporting.

You will work with senior analysts, develop skills in VBA, Power BI, and Python, and gain familiarity with Bloomberg and financial markets. A finance-related degree and fluency in English are essential, with strong analytical skills and

Qualifications

• Bachelor's or Master's degree in Finance, Economics, Business Administration, or related field.
• Up to 0-2 years of relevant professional experience (including internships).
• Interest in financial markets and familiarity with banking/financial products.
• Strong analytical skills and attention to detail.
• Excellent command of English, both written and spoken.

Responsibilities

• Support monitoring and analysis of clients' portfolios.
• Implement transactions and reconciliations using proprietary software and control tools for consistency of investments.
• Analyse portfolio performance and asset allocation.
• Prepare reports for clients.
• Monitor financial markets and conduct research to support decisions.
• Contribute to process improvements and initiatives.

Skills

Analytical skills

Attention to detail

English proficiency

Interest in financial markets

Education

Finance/Economics degree

Tools

VBA

Power BI

Python

Bloomberg

Job description

Back-Office, Reporting, Consolidation & Finance

Location: Lisbon

About the Role

Westmon is a company specialized in consolidation and analysis of financial assets and is actively seeking a Junior Portfolio Analyst to join a dynamic team of portfolio analysts. We are looking for a Junior Portfolio Analyst to join our Team. This is an excellent opportunity for an ambitious early-career professional to develop expertise in portfolio management, financial analysis, and capital markets while working alongside experienced professionals.

Key Responsibilities

• Support the monitoring and analysis of clients portfolios.
• Implement transactions and reconciliations to follow clients' portfolio using our proprietary software and using control tools to certify the consistency of each investments
• Analyse portfolio performance, and asset allocation.
• Prepare reports for clients
• Monitor financial markets and conduct research to support decisions.
• Contribute to process improvements and initiatives.

What We're Looking For

• Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field.
• Up to 0-2 years of relevant professional experience (including internships).
• A genuine interest in financial markets.
• To be familiar with the banking system.
• To have general knowledge of financial / banking products.
• Strong analytical skills and attention to detail.
• Excellent command of English, both written and spoken.

Preferred Qualifications

• Knowledge of VBA, Power BI, or Python.
• Familiarity with Bloomberg, or other financial market platforms.

What We Offer

• The opportunity to join a collaborative and experienced team.
• Continuous learning and professional development opportunities.
• Exposure to a broad range of asset classes.
• A clear path for career progression.

Why Join Us

We are looking for curious, analytical, and motivated individuals who are passionate about investing and eager to grow their careers. If you are looking for a challenging and rewarding opportunity where you can learn from experienced professionals and contribute to meaningful investment decisions, we would love to hear from you.