Back-Office, Reporting, Consolidation & Finance

Location: Lisbon

About The Role

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.

We are looking for a Junior Portfolio Analyst to join our Team. This is an excellent opportunity for an ambitious early-career professional to develop expertise in portfolio management, financial analysis, and capital markets while working alongside experienced professionals.

Key Responsibilities

Support the monitoring and analysis of clients portfolios.

Implement transactions and reconciliations to follow clients' portfolio using our proprietary software and using control tools to certify the consistency of each investments

Analyse portfolio performance, and asset allocation.

Prepare reports for clients

Monitor financial markets and conduct research to support decisions.

Contribute to process improvements and initiatives.

What We're Looking For

Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field.

Up to 0-2 years of relevant professional experience (including internships).

Strong Excel skills.

A genuine interest in financial markets

To be familiar with the banking system

To have general knowledge of financial / banking products

Strong analytical skills and attention to detail.

Excellent command of English, both written and spoken.

Preferred Qualifications

Knowledge of VBA, Power BI, or Python.

Familiarity with Bloomberg, or other financial market platforms.

What We Offer

The opportunity to join a collaborative and experienced team.

Continuous learning and professional development opportunities.

Exposure to a broad range of asset classes.

A clear path for career progression.

Salary Range: ******€/year - ******€/year

Why Join Us?

We are looking for curious, analytical, and motivated individuals who are passionate about investing and eager to grow their careers. If you are looking for a challenging and rewarding opportunity where you can learn from experienced professionals and contribute to meaningful investment decisions, we would love to hear from you.

Contact

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

Westmon Management Consulting Jobs

New Jobs

Junior Portfolio Analyst