Role Overview:
We are seeking a talented individual to join our Investments team at our organization. This role will be based in Lisbon and involves working as part of a hybrid team that requires at least three days a week in the office.
This exciting opportunity is for an Investments Performance Analyst, responsible for producing various investments monitoring reports for UK pension funds, which include asset allocation, performance, risk analysis, price/performance assessment and strategy updates.
You'll be an integral part of a project where we support our Wealth business, working directly and daily with other Europe-based Investments Consultants and colleagues.
Key Responsibilities:
* Be part of a culture that values high-quality work while having fun;
* Produce investments monitoring reports for pension funds with quantitative and qualitative analysis and performance appraisal;
* Contact external entities (such as asset managers) to validate customer information;
* Compile information and prepare analysis, evaluation and interpretation of results;
* Follow-up with other teams, suggesting approaches and clarifying details of reports produced;
* Be responsible for thorough analysis of portfolios to help stakeholders make better investment decisions;
* Support consultants when appropriate on a technical perspective (methodologies, assumptions) and client reporting queries;
* Contribute to improving current processes and help implement new projects that will support the team to be more efficient
Requirements:
* Degree or Master's in finance, economics, management, mathematics, engineering, or similar field;
* Interest in investments/finance;
* Strong Microsoft Office skills;
* Fluent English level (fluency in other languages is a plus);
* Proven knowledge and ease with SQL/VBA/Python;
* Attention to detail is critical.
What Makes You Stand Out?
* Strong problem-solving skills & ability to clearly articulate complex issues;
* Excellent planning and organizational skills to prioritize and effectively manage a wide variety of ongoing tasks;
* Proactive and goal-oriented.
Why Join Our Team?
* We offer professional development opportunities, interesting work and supportive leaders;
* We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities;
* We provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.