Portfolio Management Analyst

hace 1 semana


Madrid, Madrid, España Finsolutia A tiempo completo

We are looking for an Associate with 2 to 4 years of experience to join our Portfolio Management Team in Madrid, to collaborate in defining top-down portfolio strategies and overseeing their implementation in loan and asset servicing, balancing risk against performance and centralizing communication with the investor, mostly private equity firms.


MAIN RESPONSIBILITIES:

  • Segmentation, strategy definition and financial modelling of portfolios.
  • Assist management and investment fund to deliver key strategic initiatives.
  • Help provide daytoday asset management oversight to our growing portfolio of assets.
  • Be a point of contact for clients, answering their questions, setting up meetings, building trust, and keeping a record of their enquiries.
  • Implement, improve and monitor periodic reporting and identify material deviations and actions required.
  • Identify and mitigate key asset risks alongside company management.
  • Coordinate with property management, sales, reporting and accounting teams in evaluating and processing propertylevel operating results and forecasts

THE CANDIDATE

  • Either an economics/business or engineering/math degree and finance background,
  • Fluency in Spanish and English
  • Experience in leading with high profile clients.
  • Excellent communications skills
  • Selfstarter, able to work effectively in a small team and to contribute to areas beyond the direct scope of responsibility.
  • Ability to think independently and present viewpoints in a thoughtful and professional manner.
  • Advanced user of Excel
  • Knowledge of access/SQL is a plus
  • Strong academic credentials and exceptional analytical flair
  • 24 years of experience
  • CFA studies are desirable
We Offer

  • Other benefits/perks that are available to the employees of the company
  • Privacy Note_

  • Portfolio Analyst

    hace 1 semana


    Madrid, Madrid, España Chubb A tiempo completo

    Do you speak fluent French & Italian? Are you available for an interim role...?We have an interim opportunity available in our Madrid office for a Portfolio Analyst. This is an excellent opportunity to gain valuable experience with one of the worlds largest insurance companies.The role is to support the underwriting teams in analyzing the SME (PYMES)...

  • Portfolio Analyst

    hace 7 días


    Madrid, Madrid, España The Adecco Group A tiempo completo

    Job Description : We are seeking a Portfolio Analyst to join one of our main clients in the insurance sector.The role is to support the underwriting teams in analyzing the SME (PYMES) portfolio allowing the teams to focus on production and underwriting.We are looking for someone with an analytical mindset, a good level of English, and bilingual proficiency...


  • Madrid, Madrid, España Deutsche Bank A tiempo completo

    Portfolio analyst acts as part of the Discretionary Portfolio Management team. Working with Portfolio Manager s they invest clients/funds assets, oversee the investment strategy and direct all trades of the relevant portfolio, within a product / asset class and ensure that the delivery of portfolio commitments adheres to the appropriate governance...


  • Madrid, Madrid, España Liberty Specialty Markets A tiempo completo

    General information:City:MadridCountry:SpainCreation Date:31-Jul-2023Employment Type:PermanentEmployment Type:Full timeRef #:Description & Requirements:Role Title: Reinsurance Portfolio AnalystDepartment: LM ReTeam: Portfolio ManagementLocation: Europe (Paris, Cologne or Madrid)Type: PermanentAbout the Role:The Portfolio Analyst will work across the team to...

  • Portfolio Management

    hace 4 semanas


    Madrid, Madrid, España SSE A tiempo completo

    SSE has big ambitions to be a leading energy company in a low carbon world. Following our commitment to invest £20.5 billion in low carbon projects to 2027, we have significant growth plans and are well on our way to achieving our ambition to build a world that's more sustainable and inclusive for you, your family, the community you live in and for...

  • Portfolio Management

    hace 1 semana


    Madrid, Madrid, España SSE A tiempo completo

    SSE has big ambitions to be a leading energy company in a low carbon world. Following our commitment to invest £20.5 billion in low carbon projects to 2027, we have significant growth plans and are well on our way to achieving our ambition to build a world that's more sustainable and inclusive for you, your family, the community you live in and for...

  • Portfolio Management

    hace 3 semanas


    Madrid, Madrid, España SSE A tiempo completo

    SSE has big ambitions to be a leading energy company in a low carbon world. Following our commitment to invest £20.5 billion in low carbon projects to 2027, we have significant growth plans and are well on our way to achieving our ambition to build a world that's more sustainable and inclusive for you, your family, the community you live in and for...

  • Portfolio Analyst

    hace 1 semana


    Madrid, Madrid, España Chubb A tiempo completo

    Do you speak fluent French & Italian?Are you available for an interim role...?We have an interim opportunity available in our Madrid office for a Portfolio Analyst.This is an excellent opportunity to gain valuable experience with one of the worlds largest insurance companies.The role is to support the underwriting teams in analyzing the SME (PYMES) portfolio...

  • Portfolio Analyst

    hace 1 semana


    Madrid, Madrid, España CHUBB A tiempo completo

    Do you speak fluent French & Italian? Are you available for an interim role...? We have an interim opportunity available in our Madrid office for a Portfolio Analyst. This is an excellent opportunity to gain valuable experience with one of the worlds largest insurance companies. The role is to support the underwriting teams in analyzing the SME (PYMES)...

  • Portfolio Management

    hace 7 días


    Madrid, Madrid, España SSE plc A tiempo completo

    SSE has big ambitions to be a leading energy company in a low carbon world. Following our commitment to invest £20.5 billion in low carbon projects to 2027, we have significant growth plans and are well on our way to achieving our ambition to build a world that's more sustainable and inclusive for you, your family, the community you live in and for...

  • Portfolio Investment

    hace 7 días


    Madrid, Madrid, España Santander A tiempo completo

    Portfolio Investment & Asset Management Sr AnalystCountry: SpainWHAT YOU WILL BE DOINGSantander Pensiones está buscando un/a Portfolio Investment & Asset Management Sr Analyst para nuestras oficinas en Madrid.**POR QUÉ DEBERÍAS CONSIDERAR ESTA OPORTUNIDADSantander Asset Management es una estructura global con fuertes raíces locales en Europa y América...

  • Portfolio analyst

    hace 7 días


    Madrid, Madrid, España Verisure Sàrl A tiempo completo

    The Role As a Portfolio Analyst, you will be instrumental in our Research and Development (R&D) portfolio planning efforts. Your responsibilities will include overseeing all ongoing projects, strategizing for future initiatives, and ensuring adherence to established project structures within Jira. This entails meticulous project creation, accurate...


  • Madrid, Madrid, España Grupo Saf A tiempo completo

    Buscamos incorporar un Asset Management Analyst para una importante compañía que desarrolla su actividad en los sectores forestal, agrícola y alimentario.Su misión será gestionar y organizar los datos y generar reports estratégicos.Algunas de sus funciones :Estratégicas :Gestionar Informes Sectoriales y su lista de distribución.Client Management &...


  • Madrid, Madrid, España ING A tiempo completo

    At ING we are looking for a Portfolio Management ExpertYour role and work environment:We are looking for a talented and enthusiastic Portfolio Management Expert with knowledge in data and dashboard management creation to join our Portfolio Management Team of Transformation OfficeThe responsibility of this team is to accelerate INGs metabolism by challenging,...


  • Madrid, Madrid, España 1011 Amadeus It Group S.A. A tiempo completo

    Service Management Analyst page is loaded Service Management Analyst Apply locations Madrid time type Full time posted on Posted 2 Days Ago job requisition id R18030 Job Title Service Management AnalystSummary: Join our dynamic team as a Service Management Analyst , this is a senior role where you'll play a pivotal role in ensuring customer satisfaction,...

  • Portfolio Junior Analyst

    hace 1 semana


    Madrid, Madrid, España Finsolutia A tiempo completo

    We are looking for an Associate with 1 to 4 years of experience to join our Portfolio Management Team in Madrid, to collaborate in defining top-down portfolio strategies and overseeing their implementation in loan and asset servicing, balancing risk against performance and centralizing communication with the investor, mostly private equity firms.MAIN...


  • Madrid, Madrid, España Finsolutia A tiempo completo

    We are looking for talented and self-motivated individuals for a broad and interesting role working as part of a team based in Madrid.The Portfolio Management team is the key point of contact for clients/investors (typically PE funds), analyzing the portfolio performance, suggesting new strategies and coordinating all internal teams.Portfolios are mostly...


  • Madrid, Madrid, España Amadeus A tiempo completo

    Service Management Analyst page is loaded Service Management Analyst Apply locations Madrid time type Full time posted on Posted 7 Days Ago job requisition id R18030 Job Title Service Management AnalystSummary: Join our dynamic team as a Service Management Analyst , this is a senior role where you'll play a pivotal role in ensuring customer satisfaction,...


  • Madrid, Madrid, España Finsolutia A tiempo completo

    _Position:__ Portfolio Management Senior Analyst_**At Finsolutia we believe that the key to success is to have the best professionals in our team. For this reason, we are looking for a Senior Associate with 3 to 5 years of experience to join our Portfolio Management Team in Madrid. Thus, we encourage you to sign up and become part of this great...


  • Madrid, Madrid, España Alvarez & Marsal A tiempo completo

    Analyst/Associate, Global Portfolio AdvisoryAlvarez & MarsalMadridAlvarez & Marsal ("A&M") is a global consulting firm with more than $2+ billion in revenues, c.7000 staff and over 70 offices world-wide. We offer a broad range of professional services including Restructuring, Transaction Advisory, Performance Improvement, Corporate Transformation, Financial...