Senior Discretionary Portfolio Management

Sobre a vaga

Our client is a leader in banking and financial services that can offer you an exciting and truly global career.

Main Activities 

• Provide support in the activities related to portfolio management: manage administrative tasks, update databases and manage cash accounts and payment instructions.
• Transpose portfolio manager’s orders to systems, making sure they are executed according to the procedures in place.
• Assist on the administrative tasks related to opening and closing DPM mandates.
• Support the administrative operations linked to the update of client’s investment profiles.
• Guarantee the application of the investment policies and the respect of the investment universe.
• Contribute to keep the databases that monitor DPM activities up-to-date.
• Prepare investment proposals.
• Prepare reports to clients on the performance of their portfolios.
• Prepare investment proposals to be presented to clients.
• Contribute to enhance operational efficiency and to continuously improve DPM activities.
• Take active part in DPM investment strategy definition, by participating in DPM committees.

Skills 

• +5 years of experience in a similar position
• Bachelor or Master’s degree in Finance or equivalent

• Knowledge of financial instruments and investment services
• Specific knowledge on cross-asset portfolio management strongly valued
• Excellent knowledge in Microsoft office tools, in particular Excel and Access
• VBA coding capabilities are a strong plus

• Excellent communication skills, verbal, written and listening in English. French is a strong plus
• Strong interpersonal and analytical skills
• Strong analysis capacity, rigor and accuracy, dynamism, autonomy, organization and responsibility
• Highly oriented to results

• Capacity to synthetize / simplify

• Ability to adapt to a fast pace and multi-cultural environment
• Passion, tenacity and resilience in an ever-changing context

In case you have the skills required, please send your CV in English to the following email address: bruno.santos@experis.pt . Only candidates with the adequate profile will be contacted.