Junior Portfolio Analyst (M/F)

Westmon

13.12.2025 | | Referência: 2330284


  PARTILHAR






Empresa:

Westmon


Descrição da Função

Title Offer: Junior Portfolio Analyst, Back-Office, Reporting, Consolidation & Finance

Start Date: To be defined

Location: Lisbon, Westmon Lda, company specialized in wealth management

supervision, reporting & consolidation


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

Job Description:

  • Provide overall support for the monthly reporting
  • Implement transactions and reconciliations to follow clients' portfolio using our proprietary software and using control tools to certify the consistency of each investments

Requirements:

  • Bachelor's degree in Finance or equivalent;
  • 0-2 years of working experience in Investment Banking or Private Banking
  • A very good understanding of different asset classes
  • Interest in understanding financial markets
  • To be familiar with the banking system
  • To have general knowledge of financial / banking products
  • To be able to work in a team and be an individual contributor as well
  • To possess excellent analytical skills
  • To be able to work with minimal supervision
  • Experience in using financial tools (Refinitiv a plus)
  • Experience with MS Office software (confirmed Excel user)
  • Fluent in English (French a plus)
  • Excellent oral and written communication skills;

Contact:

If interested, please send your resume and a cover letter to


Observações

Lisboa (Portugal)





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