Portfolio Strategy & Investor Reporting Associate

Arrow Global; Portugal; Remote; EUR 55,000 - 75,000; Full time

Benefits offered by this job

Flexible working environment

Career development

Learning & growth opportunities

Job summary

Arrow Global Portugal is seeking a Portfolio Management - Investment Strategy Associate to translate business plans into annual budgets, monitor performance, and support strategic decision-making with advanced financial modeling and scenario analysis.

You will produce investor reports, management presentations, and investment papers, ensuring data integrity across finance and asset management while collaborating with cross-functional teams in a fast-growing real estate investment environment.

Qualifications

• Undergraduate or master’s degree in Finance, Economics, Management, Accountancy or related fields.
• 3+ years of experience FP&A or Portfolio Management, Top-tier audit firms, Transaction Services / Financial Due Diligence.
• Diligence, Strategy or financial consultancy, Real Estate investment management.
• Proficiency in financial modelling.
• Exceptional Excel and PowerPoint skills (mandatory).
• Knowledge of VBA, Python or other data science tools proficiency (valued).
• Familiarity with ERP systems (Cegid/Primavera) is a plus.
• Familiarity with the integration of AI-based tools (e.g., ChatGPT, data visualization) into strategic decision-making (valued).
• Strong analytical thinking and critical analysis skills.
• Ability to communicate effectively and persuasively, both in writing and speech, across teams.
• Meticulous attention to detail and a results-oriented mindset.
• Fluent in English (C1 or above) and Portuguese.

Responsibilities

• Translate approved Business Plans into detailed annual budgets and activity plans.
• Monitor budget execution and identify deviations, risks, and optimization opportunities.
• Support re-underwriting processes and business plan revisions
• Consolidate and review monthly, quarterly and annual financial reporting.
• Ensure accuracy, consistency and usability of financial information for decision-making.
• Prepare investor reports, management presentations, and investment papers.
• Develop forward-looking analyses and scenario modelling to support strategic decisions.
• Support preparation of materials for investor meetings and committees.
• Ensure data integrity across accounting, finance and asset management.
• Review accounting entries and financial statements in coordination with Finance teams
• Participate in month-end closing processes and prepare supporting documentation
• Contribute to internal control and financial governance processes
• Develop and enhance financial models and performance tracking frameworks
• Improve reporting automation and introduce best-in-class analytical tools
• Support integration of AI-based tools and data visualization solutions where relevant
• Support and guide junior analysts when applicable

Skills

Financial modelling

Analytical thinking

Communication

Attention to detail

Data visualization

English and Portuguese fluency

Education

Bachelor's/Master's in Finance, Economics, Management, Accounting

Tools

Excel

PowerPoint

VBA

Python

Cegid

Primavera

Job description

Arrow Global Portugal is seeking a Portfolio Management - Investment Strategy Associate to translate business plans into annual budgets, monitor performance, and support strategic decision-making with advanced financial modeling and scenario analysis.

You will produce investor reports, management presentations, and investment papers, ensuring data integrity across finance and asset management while collaborating with cross-functional teams in a fast-growing real estate investment environment.