Strategic Portfolio & Investor Reporting Associate

Norfin

Portugal

Remote

EUR 55,000 - 75,000

Full time

14 days+

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Norfin, a leading Portuguese Real Estate Investment Manager, seeks a Portfolio Management - Investment Strategy Associate to drive strategic management of the portfolio’s investments in Lisbon. You will transform business plans into budgets, monitor performance and prepare investor materials, influencing decisions with robust analyses.

The role emphasizes financial modelling, data-driven insights, and collaboration across teams.

Qualifications

3+ years FP&A or portfolio management experience.
Strong financial modelling and reporting skills.
Advanced Excel and PowerPoint skills mandatory.
Familiarity with VBA/Python and data tools valued.
ERP systems familiarity a plus (Cegid/Primavera).
Excellent communication and analytical abilities.
Fluent in English and Portuguese.
Interest in AI tools and data visualization helpful.

Responsibilities

Translate approved business plans into detailed annual budgets and activity plans.
Monitor budget execution; 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 and usability of financial information for decision-making.
Prepare investor reports, management presentations and investment papers.
Develop forward-looking analyses and scenario modelling.
Support materials for investor meetings and committees.
Ensure data integrity across accounting, finance and asset management.
Review accounting entries with Finance teams.
Participate in month-end close 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 where relevant.
Mentor junior analysts when applicable.