Junior Portfolio Analyst

Westmon; Lisboa; Presencial; EUR 18 000 - 26 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Continuous learning opportunities

Exposure to diverse asset classes

Clear career progression

Resumo da oferta

Westmon in Lisbon is seeking a Junior Portfolio Analyst to join a dynamic team focused on consolidation and analysis of financial assets.

In this early-career role you will support portfolio monitoring, perform reconciliations, analyse performance and prepare client reports while gaining exposure to capital markets and proprietary tools.

Qualificações

• Bachelor's or Master's in Finance, Economics, Business or related field.
• Up to 0-2 years of relevant experience (incl. internships).
• Strong Excel skills and attention to detail.
• Excellent command of English, both written and spoken.

Responsabilidades

• Monitor and analyze client portfolios.
• Execute transactions and reconciliations using proprietary software.
• Analyze portfolio performance and asset allocation.
• Prepare client reports.
• Monitor financial markets and conduct supporting research.
• Support process improvements and initiatives.

Conhecimentos

Excel

Analytical skills

Attention to detail

English proficiency

Interest in financial markets

Formação académica

Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field

Ferramentas

VBA

Power BI

Python

Bloomberg

Descrição da oferta de emprego

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).
• Strong Excel skills.
• 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.

Salary Range: ******€/year - ******€/year

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.