Limit Analyst

Paço de Arcos, PT, 2770-131

Job ID: 25135 


We are looking for an analyst who will have an integral part in lifting the daily monitoring of investments for internal and external portfolio managers to the next level. This is an opportunity for you to safeguard and service the Nordea funds and segregated investors in Asset Management.

This is an opportunity for you to exercise your analytical and communicational skills, to get in-depth insight in global financials and to grow your competencies in an innovative, multicultural and entrepreneurial environment.
At Nordea, we want to do what is right, not just what is allowed. When we do the right things and behave in the right way, our stakeholders will trust and value us. In return, we can all take pride in the company we work for. We are all expected to role model our organizational values, abide by our Code of Conduct, focus on delivering fair customer outcomes across the end-to-end customer lifecycle and protect the integrity of the markets we operate in. It is the responsibility of every employee to follow our Code of Conduct and to prudently manage conduct risks within your respective area of responsibility.


Nordea Asset Management (NAM) is the asset management arm of the Nordea Group, the leading financial services group in the Nordic and Baltic Sea regions. The group has 11 million clients and 30,000 employees. NAM has around 900 employees with more than 31 different nationalities  and manages more than EUR 250 billion of assets for institutional, wholesale and retail clients across the Nordic region and the globe.


Nordea Asset Management  is a company with Nordic values and a flat corporate structure in which everyone can make a difference.

You will be working directly at our Lisbon team as an integrated part of our Department in Copenhagen.

About this opportunity

You’ll join the Limit Monitoring team which is part of Risk Management function within Middle Office, within the team we control that Nordea's portfolio managers comply with relevant legislation and regulations as well as the specific investment guidelines which have been agreed to with clients or set out in fund prospectuses. We are responsible for controlling and escalating investment restrictions end-of-day on all mandates and funds handled through the Compliance Manager module of the asset management platform SimCorp Dimension.

The role is based in Oeiras.

Your future responsibilities:

  • Conduct Daily Limits Monitoring of investment limits for both internal and external portfolio managers using SimCorp Dimension ensuring compliance with regulation (UCITS, US 1940 Act…) and guidelines across all asset classes.
  • On call duty to support Portfolio Managers in the pre-trade check when breaching the Investment limits.
  • Become an integrated part of the daily routines.
  • Escalation of breaches to investment restrictions to Client managers, portfolio managers and risk/compliance functions.
  • Develop and maintain reporting to authorities and stakeholders - providing valuable insights and building ad hoc reports.
  • Improve and automate existing processes.

Who you are

Collaboration. Ownership. Passion. Courage. These are the values that guide us in being at our best – and that we imagine you share with us.  

Your experience and background: 

  • You hold a degree in economics or finance from a university or business school.
  • Preferably, you have experience from working with a financial institution.
  • Knowledge of SimCorp Dimension is an advantage but not a prerequisite.
  • You have an analytical mindset and enjoy working with data to get to the bottom of a problem.
  • You are fluent in English both written and orally.
  • Effective communication, organizational, time management and coordination skills.
  • Team oriented person with proven interpersonal skills: enthusiastic and positive personality, curious, attentive to detail, hard-working, committed and collaborative.


If this sounds like you, get in touch!


Next steps

Submit your application no later than

At Nordea, we know that an inclusive workplace is a sustainable workplace. We deeply believe that our diverse backgrounds, experiences, characteristics and traits make us better at serving customers and communities.

So please come as you are.


#Nordea Asset Management Portugal #Nordea Asset Management

Department:  Analyst

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