Investment Analyst (NAM Portugal)

Finans, bank och juridik · Bank och investeringar · Finansiell analys

I korthet

As an Investment Analyst in Portugal, you will support Nordea Asset Management's investment organization through broker and research management, as well as responsible investment activities. This role involves analytical and operational tasks, process development, and leveraging data, automation, and AI to improve workflows, requiring a Bachelor's degree and at least 2 years of relevant experience.

Ansvarsområden

Standardize company financial statements (income statement, balance sheet, cash flow statement) into pre-defined templates using data from offering memorandums, annual and quarterly reports and other sources.
Extract and track key credit metrics like leverage, coverage ratios and liquidity from financial statements.
Analyze capital structures including debt structure, debt layers, repayment schedules, interest expenses and leverage levels.
Conduct covenant analysis by reviewing indentures and extracting limits on distributions, debt incurrence and other restrictions.
Meet tight turnaround deadlines, from 24 hours on some primary transactions to a week on less time sensitive assignments.
Broker Management (approval, coordination, reviews, monitoring).
Research Management (contracting, budgets, reviews, payments and systems).
Provide operational and administrative support to the Manager Selection team.
Perform Operational Risk Assessments.
Support Responsible Investments with Proxy Voting, PRI Reporting and UK Stewardship Code Report.
Support engagement activities by preparing and delivering engagement overviews upon request, maintaining and updating engagement data across relevant systems, and monitoring the progress of engagements.

Krav

2+ years of experience, preferably in a relevant or similar role
Application management: Manage selected external applications used across Investments, ensuring compliance with internal guidelines, coordinating reviews and documentation, and following up on required actions.
Practical experience using generative AI in a professional setting to improve analysis, processes or workflows. This includes experience with workflow automation and preferably AI agents or agent-based workflows
A strong interest in combining investment-related expertise with technology and continuous process improvement
Proficiency in Excel
Good analytical skills and high level of execution
Appropriate communication skills to collaborate with investment teams
Ability to organize, prioritize assignments and meet deadlines
Capable and motivated in improving processes by applying new tools and technologies
Bachelor's degree in Management, Accounting, Data Science or a related field
Familiarity with financial data sources, such as offering memorandums and company reporting

Önskade kvalifikationer

Curiosity about new technology
Practical experience using generative AI, preferably including AI-enabled or agent-based workflows

Förmåner

It’s expected you to work 100% on-site in the first 2 months and after on an Hybrid regime (3 days from Office + 2 days from home).

Färdigheter

Excelgenerative AIdata analysisprocess developmentautomation

#Finance#Asset Management#Investment#Analysis#Technology#AI#Portugal

Om Nordea

We are a universal bank with a 200-year history of supporting and growing the Nordic economies – enabling dreams and aspirations for a greater good. Every day, we work to support our customers’ financial development, delivering best-in-class omnichannel customer experiences and driving sustainable change. We are a full-service universal bank and the third largest corporation in the Nordic region and one of the top 10 financial services companies in Europe based on market capitalisation. We are present in 17 countries, including our four Nordic home markets which together constitute the 10th…

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Företag

Nordea

Publicerade jobb

för 14 timmar sedan

Upphör

om 1 månad

Anställningstyp

Heltid

Arbetsform

Hybrid

Erfarenhetsnivå

Medarbetare

Platser

Paço de Arcos, Portugal

Kvalifikation

Kandidatexamen

Sökande

Ansök tidigt

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