Job ID: 27332
We are looking for a Trainee to be part of our new Investment Services team. This is an opportunity for you to contribute to a dynamic 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.
Your future responsibilities
The traineeship we offer is for a period of 12 months in Oeiras. Possible starting date is December 2024.
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 Specialist in the Investment Services Team, you will have an important role in supporting IWD’s investment operations, helping to ensure their smooth execution and contributing to overall commercial success.
What you’ll be doing:
1. Develop and maintain pre-sales marketing documents such as pitch book, clients’ newsletter, monthly update, reporting etc. to best support our Salesforce efforts and meet clients’ expectations.
2. Perform the funds and asset classes’ analysis by making quantitative and qualitative comparison against our competitors.
3. Take part in formulating the update of monthly Product Review committee.
4. Assist in handling any incoming direct requests from clients or Sales in a timely fashion and quality (including client reporting).
5. Supporting the value chain on timely delivery and compliance approval of marketing material used by our Portfolio Managers during client events and meetings.
6. 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 Lisbon-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 do well in this role, we believe that you are:
7. Well organized and pay high attention to detail.
8. A team-oriented person with experience in setting priorities and dealing with multiple stakeholders.
9. Used to ensure timely delivery and high quality in a performance-oriented environment.
Your experience and background:
10. Currently studying finance, economics or related studies or graduated no more than 12 months ago.
11. Very good skills in written and spoken English. Knowledge in another language is considered as an additional asset.
12. Genuine interest for investments and asset management.
13. Numerical and analytical skills.
14. You rapidly learn new tasks and have the ability to learn how to use additional software applications.
15. Good team-oriented person to support sales team & company goals.
16. Organized and detail oriented.
If this sounds like you, get in touch!