Junior Portfolio Analyst — Lisbon | Growth & Markets

Westmon

Lisboa

On-site

EUR 28,000 - 34,000

Full time

4 days ago

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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.