Wealth Management Business Analyst for the Central Offering Team

About the job

• With strong roots anchored in Europe’s banking history, BNP Paribas supports its clients and employees in today’s changing world.  It has positioned itself as a leading bank in the Eurozone and a prominent international banking institution. Employing over 188,000 people across 75 countries and 5 continents
• 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 United States and €460 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, Luxemburg, Germany, Monaco)

Your Main Activities Are

• Produce the expected reporting on AuM (Assets under Management) to WM Investment Services Head Office. For that you should
  1. Ensure the coordination with all stakeholders around the world to collect all the primary data
  2. Follow the dedicated process to produce reports and dashboards
  3. Ensure elementary data quality controlling: check inflows/outflows for consistency
  4. Maintain the automated tasks of the workflow via VBA programming
  5. Produce the necessary information and analysis to support Central Team; and produce other ad hoc analysis for internal or external clients
• Participate to overall improvement of AuM processes. This includes
  1. Work closely with central IS Office team to identify the optimization or data quality improvement axes and build the action plan
  2. Perform assigned actions
  3. Ensure proper validation control
• Support and assist the Head Office (HO) Offering Operation Permanent Control (OPC) officer in his main tasks, with Participate in conducting controls for some WM IS departments
  1. Document gathering 
  2. Interview with stakeholders
  3. Write summaries of controls

Profile and Skills to Success

• Bachelor degree in Business management, Management Controls, Finance, Information Technology or Computer Science
• At least 3 years of Experience in Programming, Market Finance, Asset Management
• Strong interest in data handling
• Knowledge in Excel 
• Knowledge of VBA
• Fluency in English
• Written and oral communication
• Analysis capacity, rigor and accuracy
• Capacity to commit to deadlines
• Autonomy
• Strong interpersonal working relationships and team spirit (follow-up / feedback)
• Able to adapt to a fast pace and multi-cultural environment

#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.