Senior Specialist Investment Services in IWD Investment Products, Lisbon

Job ID: 27107 

We are looking for a Senior Specialist Investment Services to be part of our new Investment Services team. This is an opportunity for you to contribute and contribute to a new team within the Institutional & Wholesale Distribution business. You will combine your experience in financial markets, as well as being a process-oriented person balanced with a pragmatic and commercial mindset. 

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 committed to 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 make your mark on something bigger. 

Nordea Asset Management (NAM) is the center of investment management in the Nordea Group, sitting within its Asset & Wealth Management division. NAM is the largest asset manager in the Nordics with the vision of being a leading European Asset Manager. We want to do this by delivering returns with responsibility. We meet customer demands and guide our customers in the right direction in asset selection while ensuring prudent ESG practices. NAM has around 800 employees and more than 475 institutional clients, spread across the Nordic region and globally.

About this opportunity

Welcome to the new Investment Services Team.

We add value by being a strong partner to multiple stakeholders in the Investment Products and Solutions team through a range of services. These services range from, for instance, handling client product requests to maintenance of marketing documents. As a Senior Specialist in the Investment Services Team, you will have an important role in supporting IWD’s investment operations, ensuring their smooth execution and contributing to overall commercial success.

What you’ll be doing:

• Manage essential product data processes to facilitate smoother reporting and analysis
• Provide research and competitor analysis support to Investment Specialists
• Support the planning and execution of diverse deliveries to ensure high-quality outcomes
• Assist in the creation and optimization of processes to enhance delivery efficiency
• Collaborate with Investment Specialists on the maintenance of commercial and marketing documents such as product presentations (including compliance) and investment commentaries
• Ensure your deliverables align with Nordea’s guidelines and standards, adhering to both European and local regulations

You’ll join a multilingual team of investment services professionals while working in an inspiring, multicultural, and creative environment with a Nordic touch. 
 

The role is based in Oeiras and may require some travel from time to time. You will report directly to the Oeiras-based Head of Investment Product Services. 

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.  

To succeed in this role, we believe that you:

• Are well-organized and have a keen eye for detail, ensuring accuracy and precision in your work
• Have experience prioritizing tasks and collaborating with multiple stakeholders to deliver results efficiently in a dynamic environment
• You are a process-oriented professional, balancing efficiency with a pragmatic and commercial mindset to ensure impactful outcomes

Your experience and background: 

• A university degree preferably in finance, economics or related studies such as CFA or equivalent
• At least 3-5 years’ professional experience especially in the Asset Management industry
• Able to work in a fast-paced environment and balance multiple projects while respecting tight deadlines
• A team player with solid interpersonal skills: enthusiastic and positive personality, professionally curious, attentive to detail, motivated nature, easy to work with, and collaborative
• Advanced skills in written and spoken English; Portuguese or any other language will be considered an additional asset

If this sounds like you, get in touch!

Next steps

Submit your application no later than 30/11/2024.

Please note the position might be filled before the application deadline.

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.

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