Wealth Management Investment Risk Analyst

About the job

• BNP Paribas is a leading European bank with an international reach. It has a presence in 63 countries, with more than 180,000 Employees – including more than 145,000 in Europe and over 9,000 in Portugal alone
• 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

• To help and contribute to the set-up and development of the investment risk framework of the International Markets (“IM”) Products & Services platform. The IM Products & Services platform is providing high-end expertise, investment services and financial products to wealthy, sophisticated and demanding private clients
• It has a wide range of offering and is positioned as a hub for the IM sites of Wealth Management
• To contribute for the development and improvement of Investment Risk Framework and the Modelling Framework within IM Products & Services platform
• Reporting to the Team Leader, an Investment Risk Analyst has intermediate knowledge and understanding of financial markets and its products, as well as investment processes and services offered by the wealth management industry. In addition, concepts of investment policies and risk controlling are required
• Investment Risk Framework
  1. To run the Discretionary Portfolio Management (“DPM”) and Advisory Investment Risk reporting processes
  2. To prepare the DPM and Advisory Investment Risk Committees
  3. To produce risk metrics for clients’ portfolios – VaR, stress tests, tracking error, among others
  4. To promote a risk culture by contributing to the improvement of control framework and respect of investment policies and client conduct
  5. Launch MiFID II related controls under the framework of Investment Risk
• Modelling Framework
  1. To run the modelling of financial products processes
  2. Keep the stock of non-modelled products at a desirable level
  3. To review the risk score of the financial products offered to WM clients
  4. To challenge and propose new approaches for modelling of financial products

Profile and Skills to Success

• Bachelor degree in Economics, Management, Accounting, Mathematics or equivalent
• At least 2 years of Experience in Banking and Financial Operations or Financial Analysis and Advisory
• Knowledge of financial markets and products (equities, bonds, funds, derivatives, private equity, among others)
• Excellent knowledge in Microsoft Office tools, in particular Excel, Power Point and Access
• Good computing programming skills – SQL, PowerBI, Python and VBA
• Excellent communication skills, verbal, written and listening in English
• Ability to work under pressure and independently
• Capacity to adapt to a fast pace and multi-cultural environment
• Good analysis capacity, rigor and accuracy, dynamism, flexibility and autonomy
• Ability to synthetize / simplify and challenge the status-quo

#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.