Wealth Management Discretionary Portfolio Management Support Analyst

About the job

• BNP Paribas is present in Portugal since 1985, having been one of the first foreign banks to operate in the country. Today, BNP Paribas has several entities operating directly in this territory, offering a wide range of integrated financial solutions to support its clients and their businesses
• Worldwide, the Group has key positions in its three main activities: Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investors. The Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporate and institutional clients) to realise their projects through solutions spanning financing, investment, savings and protection insurance
• As a leading global private bank, we deliver a tailor-made experience, with outstanding attention to detail along with precise, local knowledge backed by the global know-how of a worldwide banking group.  With a strong presence of almost 7.000 employees working in Europe, Asia and the Middle East and €462 billion of assets under management as of December 2024, BNP Paribas Wealth Management (“WM”) is a global leader of the Private Banking industry
• Since 2015, BNP Paribas Wealth Management has a competence center in Lisbon (PIMH = Portugal International Markets Hub) to manage activities for several locations (Switzerland, Luxembourg, Germany, Monaco)

Your Main Activities Are

• The main mission of the Discretionary Portfolio Management (DPM) desk is to manage the portfolio of clients whom delegate to the bank the management of their assets. It provides high-end DPM services to wealthy, sophisticated and demanding private clients. The team services clients from different BNP Paribas WM entities (Switzerland, Luxembourg, Monaco, and Germany)
• The main mission of the DPM Support Analyst is to assist the DPM Portfolio Managers from Luxembourg Hub, namely
  1. Operationally manage benchmark portfolios by implementing investment decisions, controlling continuous compliance with the defined strategies asset allocation and managing the cash
  2. Supporting the management of the portfolios under DPM “Crystal” mandate according to the investment policies and procedures
  3. Supporting the settlement process of the “Portfolios Management Solutions” (PMS) funds
  4. Prepare the investment proposals and client reports aimed at end clients and potential investors
  5. Take part to the ad-hoc project related to the activity processes improvement
• Support the implementation of Portfolio Managers´ investment decisions in the Front Office systems, making sure they are executed according to the procedures in place
• Control and ensure that the benchmark portfolios are aligned with the asset allocation defined for the investment strategies
• Transpose PMS orders in BPSS system and liaise with Portfolios Managers and BPSS custody team to ensure the smooth settlement of PMS funds
• Prepare reports to clients on the performance of their portfolios
• Prepare investment proposals to be presented to investors
• Prepare reports aimed at monitoring the risk and performance of the DPM activity
• Contribute to keep the databases that monitor DPM activities up-to-date
• Contribute to enhance operational efficiency and to continuously improve DPM activities

Profile and Skills to Success

• Bachelor degree in Finance, Economics or equivalent
• At least 2 years of Experience in a similar position (financial control, product control, risk, among others).
• Knowledge of financial instruments and markets
• Knowledge in Microsoft office tools, in particular Excel and Access, Power BI.
• Excellent communication skills, verbal, written and listening in English
• 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

#LI-Hybrid

Why joining BNP Paribas? 

· Leading banking institution

BNP Paribas is the European Union’s leading bank, and key player in international banking. It operates in 63 countries and has nearly 183.000 employees, including more than 146.000 in Europe.

· Our presence in Portugal

In Portugal since 1985, BNP Paribas today has more than 8.700 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 excellence centers providing value-added services to various countries where the BNP Paribas Group also operates.

· International reach

Thanks to its international presence and regular and close collaboration among its different entities, BNP Paribas has the resources to support all clients with financing, investment, savings and protection solutions that help make their projects a success. BNP Paribas holds key positions in its three core operating divisions: 

• Retail Banking, a division that brings together all of the Group’s retail activities and specialised business lines; 
• Investment & Protection Services that include specialised businesses offering a wide range of savings, investment and protection services; 
• Corporate & Institutional Banking division that offers tailored financial solutions for corporate and institutional clients.

· Diversity and Inclusion commitment

BNP Paribas is an equal opportunity employer and proud to provide equal employment opportunity to all job seekers. We are actively committed to ensuring that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity/paternity, race, religion or belief, sex or sexual orientation. Equity and diversity are at the core of our recruitment policy because we believe that they foster creativity and efficiency, which in turn increase performance and productivity. We strive to reflect the society we live in, while keeping with the image of our clients.

· Commitment towards work/life balance

At BNP Paribas we care about our employees wellbeing and promote a culture of good integration between work and rest. We believe our employees have rich personal lives outside of work, being fundamental to be disconnected from work to recharge both physically and mentally. Only through this balance we may all be at our best while working.

· Remote Working Conditions

At BNP Paribas, we embrace a Smart Working framework based on trust, autonomy and collaboration. Within this framework, eligible employees can benefit from flexible remote working modalities adapted to our hybrid working environment. To guarantee a comfortable and efficient working set-up, eligible employees are provided with both the office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional equipment at reduced prices. 

To find out more on why you should join BNP Paribas visit https://bnpp.lk/why-BNP-Paribas-Portugal

* Please note that only applications submitted in English will be considered. 

* In case you are selected for this role, further documentation will be requested to support your hiring process.