Sales Operations Analyst in Asset Management

Job ID: 28308 

At Nordea, we see that the world is changing fast – and we want to be one step ahead of the curve. That’s why we’re deeply focused in providing the financial solutions of tomorrow to our customers. We’re creating an agile environment where we experiment and grow together - and we need your ideas and personal background. With us, you’ll be in good company with a chance to contribute for something bigger. 
 

Nordea Asset Management (NAM) is the asset management arm of the Nordea Group, the leading financial services group in the Nordics with the vision of being a leading European Asset Manager. We want to do this by delivering returns with responsibility. The group has more than 9 million clients and 28,000 employees. NAM has around 950 employees and manages more than EUR 240 billion of assets for institutional, wholesale and retail clients across the Nordic region and the globe.

About this opportunity

We are seeking a Sales Operations Analyst to join our Business Management team in Lisbon. This role provides an opportunity to leverage your knowledge of the financial industry, analyze key business metrics, and bring your enthusiasm for working with data to generate insights. In this role you will assume the responsibility of collecting, analyzing and reporting data on our Sales Operations to our senior management, clients and various stakeholders.

If you are looking for an opportunity to work on the development of a European leader in sustainable finance, come join the team monitoring our operations.


What you’ll be doing:

• Produce Monthly, Quarterly, and Annual reports and ensure quality in the production of Institutional and Wholesale Distribution (IWD) Management reporting.
• Serve as the liaison between Sales and Finance to resolve issues related to flow reallocations and fees.
• Perform ad-hoc analysis for our senior management and various stakeholders.
• Create and maintain dashboards and reports to support data-driven decision making.
• Support the automation and increase efficiency of our processes where possible.

The role is based in Oeiras.

Who you are

Collaboration. Ownership. Passion. Courage. These are the four key values that guide us in being at our best. We imagine that you are interested in learning and are want to bring your ideas to the table. You’re willing to speak up – even when it’s difficult – and make empowering others a priority.

Your profile may be suitable if you:

• Have 3+ years of experience in similar role (reporting, data analysis).
• Have experience in the asset management or finance industry.
• Are patient and resolute, with good organizational skills and attention to detail: This is essential when handling complex data-sets, ensuring accuracy in analysis, and meeting tight deadlines.
• Have effective communication with strong teamwork skills, allowing you to collaborate with different teams across the organization.
• Are interested and driven to continuously improve processes and workflows, empowering you to be accountable, identify areas for optimization, and facilitate continuous improvement initiatives within the team.
• Are fluent in English, both written and oral.
• Experience working with large datasets and performing data analysis.

Good candidates may have:

• Have creative problem-solving abilities and a proactive approach to leveraging data and technology, enabling you to identify inefficiencies, streamline processes, and implement innovative solutions to enhance productivity and data-drive decision-making.
• Experience in multi-cultural environments
• Familiarity with SQL. Any data oriented language is an asset (Python, C#).
• Familiarity with CRM systems (e.g. Salesforce).
• Proficient in data analysis and visualization tools (Power BI) is an asset.
• Master’s degree in Business Administration, Finance, or a related field from a university.

If this sounds like you, get in touch!

Next steps

If you're curious about data-driven decisions and want to be part of our Institutional and Wholesale business, please send us your CV in English no later than 31/01/2025. 

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.

#NAM #NAM Portugal