Senior Discretionary Portfolio Management

5 days left

Lisbon (PT)
to be defined
Feb 19, 2021
Mar 05, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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.





  • +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: . Only candidates with the adequate profile will be contacted.

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