Junior Portfolio Analyst

Westmon; Lisboa; On-site; EUR 28,000 - 34,000; Full time

Benefits offered by this job

Collaborative team

Learning & development

Asset class exposure

Career progression

Job summary

Westmon is seeking a Junior Portfolio Analyst to join our back-office team in Lisbon. The role focuses on portfolio monitoring, performance analysis, and reporting for clients, with exposure to asset classes and market research.

This is an excellent entry-point for an ambitious professional to develop expertise in portfolio management and financial analysis. The ideal candidate has a finance-related degree and up to 2 years of relevant experience, strong English skills, and an interest in

Qualifications

• Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field.
• 0–2 years of relevant professional experience (including internships).
• Excellent command of English, both written and spoken.
• Familiarity with the banking system.
• General knowledge of financial/banking products.
• Strong analytical skills and attention to detail.

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.

Skills

Analytical skills

Attention to detail

English proficiency

Banking system familiarity

Financial products knowledge

Education

Bachelor's or Master's in Finance/Economics/Business Administration

Tools

VBA

Power BI

Python

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.