39 Empregos para Data Analytics - Portugal
Data Analytics
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YOUR MISSION
The future of HR is being built on data and AI and you can lead the way. As
Data Analytics & AI Senior Manager
, you will drive a fast-growing global pillar that impacts over 140,000 people across 6 countries in 3 continents. Your mission is to turn complex workforce data into actionable strategies, helping leaders make smarter decisions, enhancing employee experiences, and shaping the future of work worldwide.
WHAT YOU'LL DO
- Define and execute of the HR Analytics strategy, aligned with global HR and business priorities.
- Lead, inspire, and grow a high-performing team of analytics professionals.
- Build and scale advanced analytics and AI solutions to support workforce planning, talent acquisition, retention, employee experience, and diversity & inclusion.
- Partner with HR leadership and global business units to deliver solutions with measurable impact.
- Ensure governance, scalability, and ethical use of AI across all analytics initiatives.
- Promote data literacy and strengthen a global data-first culture within HR.
WHO YOU ARE
- 7+ years of experience in
analytics
,
data science
, and AI transformation (global or large-scale organizations preferred). - Proven track record in leading analytics teams and scaling advanced capabilities.
- High proficiency in
SQL
,
Python
,
Microsoft Azure
,
Databricks
, and modern data science workflows. - Strong expertise in machine learning models, AI applications, and large language models (LLMs).
- Skilled at translating complex data into clear, actionable insights for senior stakeholders.
- Experience in HR or people analytics is a strong plus, but not mandatory.
- Passionate about using AI responsibly to shape the future of work and empower organizations.
WHO WE ARE AND WHAT YOU CAN EXPECT FROM US
Why is working with us different? Because here, people are at the heart of everything we do. By joining our team you will have access to:
- 22 days vacation + 2 days*
- Competitive compensation policies
- Training and development opportunities
- Family support, health and education initiatives and access to protocols
* upon meeting absenteeism criteria.
Find out more about working at Jerónimo Martins through our website or LinkedIn page.
Investment Data Analytics
Publicado há 5 dias atrás
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Company Description
AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $76 billion in combined assets and has an expansive network of c.400 professionals across three continents.
Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or multi-generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network.
We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a fast-changing world.
As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
To learn more visit alti-global.com .
Job Description
We are seeking an Investment Data Analytics Associate to join our Lisbon team. This role sits at the intersection of investment management and data analytics, supporting portfolio managers, client advisors, and global teams with high-quality investment data and insights.
The successful candidate will combine strong technical skills in data validation and reporting with a solid understanding of investment concepts. They will be able to work confidently with portfolio data, ensuring accuracy and consistency, while also supporting the analysis of performance and risk across asset classes.
This position offers exposure to the full investment lifecycle: portfolio construction, monitoring, and performance attribution. You will play a key role in strengthening our portfolio solutions platform by ensuring that decision-making is supported by accurate data, clear analytics, and scalable processes.
Job Responsibilities
- Ensure timely and accurate processing of multi-asset class daily transaction data
- Perform daily and monthly reconciliation of investment portfolios
- Validate and analyze investment performance data using methodologies such as Time-Weighted Return (TWR)and Internal rate of return (IRR)
- Prepare customized client reports on a monthly and quarterly basis
- Support the automation of operational processes in collaboration with the technology team
- Maintain strong data integrity and governance standards, including audit and documentation routines
- Contribute to operational and performance-related projects, including data integration and process optimization
- Promote a data-first culture across operational workflows
Qualifications
Required Qualifications and Skills:
- At least 5 years of experience in investment performance analysis, portfolio reporting, or operations within wealth management, asset management, or private banking
- Master’s degree or equivalent in Finance, Computer Engineering, Data Analytics, Math or a quantitative field
- Proven Experience in Banking Reconciliation with knowledge of product classification schemas, investment products (liquid and illiquid, public and private)
- Deep understanding of investment performance measurement methodologies, including TWR and IRR
- Strong proficiency in Excel and confidence working with large, complex datasets
- Experience with Addepar or similar investment data platforms
- Experience working with VBA, Python, Power BI or other Business intelligence tools
- Fluent in Portuguese and English (spoken and written); other European languages are a plus
- Strong attention to detail, with analytical thinking and structured thinking
- Self-starter and outside-of-box mindset with a desire to improve processes and automate manual tasks
Other Advantageous Qualifications:
- Studying towards or interest in professional certifications such as CFA
- Experience in databases and SQL, with knowledge of analytical SQL functions an advantage
Investment Data Analytics
Hoje
Trabalho visualizado
Descrição Do Trabalho
Company Description
AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $76 billion in combined assets and has an expansive network of c.400 professionals across three continents.
Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or multi-generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network.
We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a fast-changing world.
As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
To learn more visit alti-global.com.
Job Description
We are seeking an Investment Data Analytics Associate to join our Lisbon team. This role sits at the intersection of investment management and data analytics, supporting portfolio managers, client advisors, and global teams with high-quality investment data and insights.
The successful candidate will combine strong technical skills in data validation and reporting with a solid understanding of investment concepts. They will be able to work confidently with portfolio data, ensuring accuracy and consistency, while also supporting the analysis of performance and risk across asset classes.
This position offers exposure to the full investment lifecycle: portfolio construction, monitoring, and performance attribution. You will play a key role in strengthening our portfolio solutions platform by ensuring that decision-making is supported by accurate data, clear analytics, and scalable processes.
Job Responsibilities
- Ensure timely and accurate processing of multi-asset class daily transaction data
- Perform daily and monthly reconciliation of investment portfolios
- Validate and analyze investment performance data using methodologies such as Time-Weighted Return (TWR)and Internal rate of return (IRR)
- Prepare customized client reports on a monthly and quarterly basis
- Support the automation of operational processes in collaboration with the technology team
- Maintain strong data integrity and governance standards, including audit and documentation routines
- Contribute to operational and performance-related projects, including data integration and process optimization
- Promote a data-first culture across operational workflows
Qualifications
Required Qualifications and Skills:
- At least 5 years of experience in investment performance analysis, portfolio reporting, or operations within wealth management, asset management, or private banking
- Master’s degree or equivalent in Finance, Computer Engineering, Data Analytics, Math or a quantitative field
- Proven Experience in Banking Reconciliation with knowledge of product classification schemas, investment products (liquid and illiquid, public and private)
- Deep understanding of investment performance measurement methodologies, including TWR and IRR
- Strong proficiency in Excel and confidence working with large, complex datasets
- Experience with Addepar or similar investment data platforms
- Experience working with VBA, Python, Power BI or other Business intelligence tools
- Fluent in Portuguese and English (spoken and written); other European languages are a plus
- Strong attention to detail, with analytical thinking and structured thinking
- Self-starter and outside-of-box mindset with a desire to improve processes and automate manual tasks
Other Advantageous Qualifications:
- Studying towards or interest in professional certifications such as CFA
- Experience in databases and SQL, with knowledge of analytical SQL functions an advantage
Data & Analytics Expert
Publicado há 17 dias atrás
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Location: Linda-a-Velha/Braga
Company: Nestlé Business Services Lisbon (NBS Lisbon)
Full-time/Hybrid mode
**About Us**
Nestlé Business Services (NBS) is at the heart of the Nestlé Group. We provide Supply Chain, Financial, HR, Digital & social media, CRM, and Consumer Engagement services to enable Nestlé to engage with millions of consumers worldwide. We are a multicultural and diverse team of professionals passionate about digital innovation and driving continuous improvement of processes with colleagues across the world.
We are looking for talents who are eager to learn, team players, digitally-savvy, with an entrepreneurial mindset, and who can flourish in a fast-paced, dynamic environment. If this describes you, and you are looking to join a business where you can really add value, it is time to consider joining NBS!
At Nestlé Business Services (NBS), diversity and inclusion are core values. If you have any special needs, count on us to adapt your position.
**Position Summary**
The Data and Analytics Expert is an Above Market Single Point of Contact (SPOC) responsible for leading, orchestrating, and accelerating data capturing, processing, activation, and visualization across multiple touchpoints such as CRM, Social Media, Website, eCommerce, and Media. This role involves building valuable data use cases, driving analytics and insights from available data, and supporting the Nutrition marketing team and other stakeholders.
This job is a fantastic opportunity for the right person who is looking to manage Data & Analytics internationally.
**A Day in the Life of.**
+ Support Strategy and Use Cases: Collaborate with SBU/Zone Digital Manager(s) and Marketing Teams to define strategy and use cases for analytics, identifying opportunities for data to drive business decisions.
+ High-Level Analysis: Provide high-level analysis on trends, opportunities, and answer critical business questions.
+ Build Analytics Capabilities: Develop analytics capabilities in markets through hands-on learning and use case adoption.
+ Dashboard Deployment: Ensure level one dashboards are deployed in markets and at the business level, adopting global solutions for efficiencies and driving above-market business analytics capabilities.
+ Data Architecture and Reporting: Audit the existing Ecosystem Architecture in Z-EUR Nutrition and propose improvements to incorporate new data from new ecosystem pillars, services, and partners.
+ Data Collection and Activation: Own data requirements related to Martech tools and support markets with data collection, activation, and visualization.
+ Consumer Journey Analytics: Support the CX Consumer Journey Lead in building an analytical and data-driven approach to analyze consumer journeys, identify pain points, and propose solutions.
+ Training and Support: Provide capabilities training on data KPIs, first-party data value exchange, growth strategies, data governance best practices, and deliver global data capabilities training and courses.
+ KPI Setting and Benchmarking: Use global guidance to help set KPIs and benchmark against external performance.
**What Will Make You Successful**
+ Experience: More than 5 years in digital marketing/eBusiness working with global brands. Proven data analyst experience, including performance analysis, KPI scoring, and insights.
+ Technical Skills: Experience managing CDPs, dashboard visualization, and building with tools like PowerBI, Tableau, Data Studio, and Datorama.
+ Analytical Mindset: Strategic thinker with an analytical mindset and a deep interest in Data and CRM.
+ Communication: Excellent communication skills, team-oriented mentality, and proven change management experience.
+ Project Management: Experience in project management is a plus.
+ Knowledge: Familiarity with Nestlé Corporate Business, Nutrition brands, and core Nestlé Digital communication policies.
+ Personal Qualities: Collaborative, responsible, results-focused, entrepreneurial, and self-motivated.
**What We Offer**
Here at NBS Lisbon, we care about our Talents, and we continuously work to have our teams engaged and our people achieving their best professional performance, without forgetting personal development and work-life balance. Joining NBS Lisbon will bring you:
+ Development of expertise in Nestlé's Shared Services Business
+ Immersion in a culturally diverse team
+ Local and International Exposure
+ Flexible working environment
+ Engagement and wellbeing activities
+ Competitive salary and annual bonus according to your performance
+ Meal Allowance Card
+ Flex Benefits - At NBS you can choose what benefits are more suitable for you
+ Make part of the Nestlé Club and get discounts with several partners
+ Free coffee (and good coffee) at the office
+ Shop with special discounts for employees
+ Company equipment according to professional needs
+ Medical Support available at the Office
+ E-learning courses and training programs to get you where you aim to be
+ Career progression and possibilities for International Career
Data & Analytics Expert
Publicado há 17 dias atrás
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Location: Linda-a-Velha/Braga
Company: Nestlé Business Services Lisbon (NBS Lisbon)
Full-time/Hybrid mode
**About Us**
Nestlé Business Services (NBS) is at the heart of the Nestlé Group. We provide Supply Chain, Financial, HR, Digital & social media, CRM, and Consumer Engagement services to enable Nestlé to engage with millions of consumers worldwide. We are a multicultural and diverse team of professionals passionate about digital innovation and driving continuous improvement of processes with colleagues across the world.
We are looking for talents who are eager to learn, team players, digitally-savvy, with an entrepreneurial mindset, and who can flourish in a fast-paced, dynamic environment. If this describes you, and you are looking to join a business where you can really add value, it is time to consider joining NBS!
At Nestlé Business Services (NBS), diversity and inclusion are core values. If you have any special needs, count on us to adapt your position.
**Position Summary**
The Data and Analytics Expert is an Above Market Single Point of Contact (SPOC) responsible for leading, orchestrating, and accelerating data capturing, processing, activation, and visualization across multiple touchpoints such as CRM, Social Media, Website, eCommerce, and Media. This role involves building valuable data use cases, driving analytics and insights from available data, and supporting the Nutrition marketing team and other stakeholders.
This job is a fantastic opportunity for the right person who is looking to manage Data & Analytics internationally.
**A Day in the Life of.**
+ Support Strategy and Use Cases: Collaborate with SBU/Zone Digital Manager(s) and Marketing Teams to define strategy and use cases for analytics, identifying opportunities for data to drive business decisions.
+ High-Level Analysis: Provide high-level analysis on trends, opportunities, and answer critical business questions.
+ Build Analytics Capabilities: Develop analytics capabilities in markets through hands-on learning and use case adoption.
+ Dashboard Deployment: Ensure level one dashboards are deployed in markets and at the business level, adopting global solutions for efficiencies and driving above-market business analytics capabilities.
+ Data Architecture and Reporting: Audit the existing Ecosystem Architecture in Z-EUR Nutrition and propose improvements to incorporate new data from new ecosystem pillars, services, and partners.
+ Data Collection and Activation: Own data requirements related to Martech tools and support markets with data collection, activation, and visualization.
+ Consumer Journey Analytics: Support the CX Consumer Journey Lead in building an analytical and data-driven approach to analyze consumer journeys, identify pain points, and propose solutions.
+ Training and Support: Provide capabilities training on data KPIs, first-party data value exchange, growth strategies, data governance best practices, and deliver global data capabilities training and courses.
+ KPI Setting and Benchmarking: Use global guidance to help set KPIs and benchmark against external performance.
**What Will Make You Successful**
+ Experience: More than 5 years in digital marketing/eBusiness working with global brands. Proven data analyst experience, including performance analysis, KPI scoring, and insights.
+ Technical Skills: Experience managing CDPs, dashboard visualization, and building with tools like PowerBI, Tableau, Data Studio, and Datorama.
+ Analytical Mindset: Strategic thinker with an analytical mindset and a deep interest in Data and CRM.
+ Communication: Excellent communication skills, team-oriented mentality, and proven change management experience.
+ Project Management: Experience in project management is a plus.
+ Knowledge: Familiarity with Nestlé Corporate Business, Nutrition brands, and core Nestlé Digital communication policies.
+ Personal Qualities: Collaborative, responsible, results-focused, entrepreneurial, and self-motivated.
**What We Offer**
Here at NBS Lisbon, we care about our Talents, and we continuously work to have our teams engaged and our people achieving their best professional performance, without forgetting personal development and work-life balance. Joining NBS Lisbon will bring you:
+ Development of expertise in Nestlé's Shared Services Business
+ Immersion in a culturally diverse team
+ Local and International Exposure
+ Flexible working environment
+ Engagement and wellbeing activities
+ Competitive salary and annual bonus according to your performance
+ Meal Allowance Card
+ Flex Benefits - At NBS you can choose what benefits are more suitable for you
+ Make part of the Nestlé Club and get discounts with several partners
+ Free coffee (and good coffee) at the office
+ Shop with special discounts for employees
+ Company equipment according to professional needs
+ Medical Support available at the Office
+ E-learning courses and training programs to get you where you aim to be
+ Career progression and possibilities for International Career
Investment Data Analytics
Hoje
Trabalho visualizado
Descrição Do Trabalho
Company Description
AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $76 billion in combined assets and has an expansive network of c.400 professionals across three continents.
Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or multi-generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network.
We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a fast-changing world.
As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
To learn more visit alti-global.com.
Job Description
We are seeking an Investment Data Analytics Associate to join our Lisbon team. This role sits at the intersection of investment management and data analytics, supporting portfolio managers, client advisors, and global teams with high-quality investment data and insights.
The successful candidate will combine strong technical skills in data validation and reporting with a solid understanding of investment concepts. They will be able to work confidently with portfolio data, ensuring accuracy and consistency, while also supporting the analysis of performance and risk across asset classes.
This position offers exposure to the full investment lifecycle: portfolio construction, monitoring, and performance attribution. You will play a key role in strengthening our portfolio solutions platform by ensuring that decision-making is supported by accurate data, clear analytics, and scalable processes.
Job Responsibilities
- Ensure timely and accurate processing of multi-asset class daily transaction data
- Perform daily and monthly reconciliation of investment portfolios
- Validate and analyze investment performance data using methodologies such as Time-Weighted Return (TWR)and Internal rate of return (IRR)
- Prepare customized client reports on a monthly and quarterly basis
- Support the automation of operational processes in collaboration with the technology team
- Maintain strong data integrity and governance standards, including audit and documentation routines
- Contribute to operational and performance-related projects, including data integration and process optimization
- Promote a data-first culture across operational workflows
Qualifications
Required Qualifications and Skills:
- At least 5 years of experience in investment performance analysis, portfolio reporting, or operations within wealth management, asset management, or private banking
- Master’s degree or equivalent in Finance, Computer Engineering, Data Analytics, Math or a quantitative field
- Proven Experience in Banking Reconciliation with knowledge of product classification schemas, investment products (liquid and illiquid, public and private)
- Deep understanding of investment performance measurement methodologies, including TWR and IRR
- Strong proficiency in Excel and confidence working with large, complex datasets
- Experience with Addepar or similar investment data platforms
- Experience working with VBA, Python, Power BI or other Business intelligence tools
- Fluent in Portuguese and English (spoken and written); other European languages are a plus
- Strong attention to detail, with analytical thinking and structured thinking
- Self-starter and outside-of-box mindset with a desire to improve processes and automate manual tasks
Other Advantageous Qualifications:
- Studying towards or interest in professional certifications such as CFA
- Experience in databases and SQL, with knowledge of analytical SQL functions an advantage
Investment Data Analytics
Publicado há 5 dias atrás
Trabalho visualizado
Descrição Do Trabalho
AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $76 billion in combined assets and has an expansive network of c.400 professionals across three continents.
Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or multi-generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network.
We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a fast-changing world.
As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
To learn more visit alti-global.com .
Job Description
We are seeking an Investment Data Analytics Associate to join our Lisbon team. This role sits at the intersection of investment management and data analytics, supporting portfolio managers, client advisors, and global teams with high-quality investment data and insights.
The successful candidate will combine strong technical skills in data validation and reporting with a solid understanding of investment concepts. They will be able to work confidently with portfolio data, ensuring accuracy and consistency, while also supporting the analysis of performance and risk across asset classes.
This position offers exposure to the full investment lifecycle: portfolio construction, monitoring, and performance attribution. You will play a key role in strengthening our portfolio solutions platform by ensuring that decision-making is supported by accurate data, clear analytics, and scalable processes.
Job Responsibilities
Ensure timely and accurate processing of multi-asset class daily transaction data
Perform daily and monthly reconciliation of investment portfolios
Validate and analyze investment performance data using methodologies such as Time-Weighted Return (TWR)and Internal rate of return (IRR)
Prepare customized client reports on a monthly and quarterly basis
Support the automation of operational processes in collaboration with the technology team
Maintain strong data integrity and governance standards, including audit and documentation routines
Contribute to operational and performance-related projects, including data integration and process optimization
Promote a data-first culture across operational workflows
Qualifications
Required Qualifications and Skills:
At least 5 years of experience in investment performance analysis, portfolio reporting, or operations within wealth management, asset management, or private banking
Master’s degree or equivalent in Finance, Computer Engineering, Data Analytics, Math or a quantitative field
Proven Experience in Banking Reconciliation with knowledge of product classification schemas, investment products (liquid and illiquid, public and private)
Deep understanding of investment performance measurement methodologies, including TWR and IRR
Strong proficiency in Excel and confidence working with large, complex datasets
Experience with Addepar or similar investment data platforms
Experience working with VBA, Python, Power BI or other Business intelligence tools
Fluent in Portuguese and English (spoken and written); other European languages are a plus
Strong attention to detail, with analytical thinking and structured thinking
Self-starter and outside-of-box mindset with a desire to improve processes and automate manual tasks
Other Advantageous Qualifications:
Studying towards or interest in professional certifications such as CFA
Experience in databases and SQL, with knowledge of analytical SQL functions an advantage
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Investment Data Analytics
Hoje
Trabalho visualizado
Descrição Do Trabalho
Company Description
AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $76 billion in combined assets and has an expansive network of c.400 professionals across three continents.
Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or multi-generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network.
We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a fast-changing world.
As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
To learn more visit alti-global.Com.
Job Description
We are seeking an Investment Data Analytics Associate to join our Lisbon team. This role sits at the intersection of investment management and data analytics, supporting portfolio managers, client advisors, and global teams with high-quality investment data and insights.
The successful candidate will combine strong technical skills in data validation and reporting with a solid understanding of investment concepts. They will be able to work confidently with portfolio data, ensuring accuracy and consistency, while also supporting the analysis of performance and risk across asset classes.
This position offers exposure to the full investment lifecycle: portfolio construction, monitoring, and performance attribution. You will play a key role in strengthening our portfolio solutions platform by ensuring that decision-making is supported by accurate data, clear analytics, and scalable processes.
Job Responsibilities
- Ensure timely and accurate processing of multi-asset class daily transaction data
- Perform daily and monthly reconciliation of investment portfolios
- Validate and analyze investment performance data using methodologies such as Time-Weighted Return (TWR)and Internal rate of return (IRR)
- Prepare customized client reports on a monthly and quarterly basis
- Support the automation of operational processes in collaboration with the technology team
- Maintain strong data integrity and governance standards, including audit and documentation routines
- Contribute to operational and performance-related projects, including data integration and process optimization
- Promote a data-first culture across operational workflows
Qualifications
Required Qualifications and Skills:
- At least 5 years of experience in investment performance analysis, portfolio reporting, or operations within wealth management, asset management, or private banking
- Master’s degree or equivalent in Finance, Computer Engineering, Data Analytics, Math or a quantitative field
- Proven Experience in Banking Reconciliation with knowledge of product classification schemas, investment products (liquid and illiquid, public and private)
- Deep understanding of investment performance measurement methodologies, including TWR and IRR
- Strong proficiency in Excel and confidence working with large, complex datasets
- Experience with Addepar or similar investment data platforms
- Experience working with VBA, Python, Power BI or other Business intelligence tools
- Fluent in Portuguese and English (spoken and written);
other European languages are a plus - Strong attention to detail, with analytical thinking and structured thinking
- Self-starter and outside-of-box mindset with a desire to improve processes and automate manual tasks
Other Advantageous Qualifications:
- Studying towards or interest in professional certifications such as CFA
- Experience in databases and SQL, with knowledge of analytical SQL functions an advantage
Investment Data Analytics
Hoje
Trabalho visualizado
Descrição Do Trabalho
Company Description
AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $76 billion in combined assets and has an expansive network of c.400 professionals across three continents.
Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or multi-generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network.
We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a fast-changing world.
As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
To learn more visit alti-global.Com.
Job Description
We are seeking an Investment Data Analytics Associate to join our Lisbon team. This role sits at the intersection of investment management and data analytics, supporting portfolio managers, client advisors, and global teams with high-quality investment data and insights.
The successful candidate will combine strong technical skills in data validation and reporting with a solid understanding of investment concepts. They will be able to work confidently with portfolio data, ensuring accuracy and consistency, while also supporting the analysis of performance and risk across asset classes.
This position offers exposure to the full investment lifecycle: portfolio construction, monitoring, and performance attribution. You will play a key role in strengthening our portfolio solutions platform by ensuring that decision-making is supported by accurate data, clear analytics, and scalable processes.
Job Responsibilities
- Ensure timely and accurate processing of multi-asset class daily transaction data
- Perform daily and monthly reconciliation of investment portfolios
- Validate and analyze investment performance data using methodologies such as Time-Weighted Return (TWR)and Internal rate of return (IRR)
- Prepare customized client reports on a monthly and quarterly basis
- Support the automation of operational processes in collaboration with the technology team
- Maintain strong data integrity and governance standards, including audit and documentation routines
- Contribute to operational and performance-related projects, including data integration and process optimization
- Promote a data-first culture across operational workflows
Qualifications
Required Qualifications and Skills:
- At least 5 years of experience in investment performance analysis, portfolio reporting, or operations within wealth management, asset management, or private banking
- Master’s degree or equivalent in Finance, Computer Engineering, Data Analytics, Math or a quantitative field
- Proven Experience in Banking Reconciliation with knowledge of product classification schemas, investment products (liquid and illiquid, public and private)
- Deep understanding of investment performance measurement methodologies, including TWR and IRR
- Strong proficiency in Excel and confidence working with large, complex datasets
- Experience with Addepar or similar investment data platforms
- Experience working with VBA, Python, Power BI or other Business intelligence tools
- Fluent in Portuguese and English (spoken and written);
other European languages are a plus - Strong attention to detail, with analytical thinking and structured thinking
- Self-starter and outside-of-box mindset with a desire to improve processes and automate manual tasks
Other Advantageous Qualifications:
- Studying towards or interest in professional certifications such as CFA
- Experience in databases and SQL, with knowledge of analytical SQL functions an advantage
Investment Data Analytics
Publicado há 4 dias atrás
Trabalho visualizado
Descrição Do Trabalho
Company Description
AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $76 billion in combined assets and has an expansive network of c.400 professionals across three continents.
Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or multi-generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network.
We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a fast-changing world.
As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
To learn more visit alti-global.com.
Job Description
We are seeking an Investment Data Analytics Associate to join our Lisbon team. This role sits at the intersection of investment management and data analytics, supporting portfolio managers, client advisors, and global teams with high-quality investment data and insights.
The successful candidate will combine strong technical skills in data validation and reporting with a solid understanding of investment concepts. They will be able to work confidently with portfolio data, ensuring accuracy and consistency, while also supporting the analysis of performance and risk across asset classes.
This position offers exposure to the full investment lifecycle: portfolio construction, monitoring, and performance attribution. You will play a key role in strengthening our portfolio solutions platform by ensuring that decision-making is supported by accurate data, clear analytics, and scalable processes.
Job Responsibilities
- Ensure timely and accurate processing of multi-asset class daily transaction data
- Perform daily and monthly reconciliation of investment portfolios
- Validate and analyze investment performance data using methodologies such as Time-Weighted Return (TWR)and Internal rate of return (IRR)
- Prepare customized client reports on a monthly and quarterly basis
- Support the automation of operational processes in collaboration with the technology team
- Maintain strong data integrity and governance standards, including audit and documentation routines
- Contribute to operational and performance-related projects, including data integration and process optimization
- Promote a data-first culture across operational workflows
Qualifications
Required Qualifications and Skills:
- At least 5 years of experience in investment performance analysis, portfolio reporting, or operations within wealth management, asset management, or private banking
- Master’s degree or equivalent in Finance, Computer Engineering, Data Analytics, Math or a quantitative field
- Proven Experience in Banking Reconciliation with knowledge of product classification schemas, investment products (liquid and illiquid, public and private)
- Deep understanding of investment performance measurement methodologies, including TWR and IRR
- Strong proficiency in Excel and confidence working with large, complex datasets
- Experience with Addepar or similar investment data platforms
- Experience working with VBA, Python, Power BI or other Business intelligence tools
- Fluent in Portuguese and English (spoken and written); other European languages are a plus
- Strong attention to detail, with analytical thinking and structured thinking
- Self-starter and outside-of-box mindset with a desire to improve processes and automate manual tasks
Other Advantageous Qualifications:
- Studying towards or interest in professional certifications such as CFA
- Experience in databases and SQL, with knowledge of analytical SQL functions an advantage