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Financial Planning in Lisbon

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Financial Planning

Lisbon

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Location:Lisbon

Category:Financial Planning

Surveillance Team Leader64133867797251120

Surveillance Team Leader

**Company Description** Natixis in Portugal is a Centre of Expertise whose mission is to transform traditional banking by developing innovative solutions for the business, operations and work culture of Groupe BPCE worldwide. As part of Groupe BPCE’s international division, Natixis in Portugal designs and delivers solutions for its two core areas — Corporate \& Investment Banking and Asset \& Wealth Management — as well as transversal services that support all entities across the Group. With more than 3,000 employees representing 46 nationalities, the teams work across Information Technology, Banking Support Activities, and Compliance, in an integrated, inclusive, and cross\-functional way, supporting all business lines and platforms of the Group. A disruptive mindset and a culture of proximity and agility identify Natixis in Portugal Team and reflect the company's mission to transform traditional banking at a global scale: a perfect match in the Portuguese dynamics and entrepreneurial ecosystem. **Job Description** **Team presentation and main goal:** We are looking for an experienced professional with financial markets knowledge, who has worked with financial products and has knowledge in trading activity. This role is part of the Surveillance team, within the Natixis Corporate Investment Bank (CIB) Compliance team. This professional will be responsible to manage a team of 12 analysts for Trade Surveillance. **Main tasks and goals:** * Manage all aspects of the Trade Surveillance * Working with Technology and Third\-Party Vendors to finetune the scenarios from which and Trade alerts are derived, troubleshooting any issues, and moving towards achieving goals * Establishing and maintaining written procedures and governance processes around the Trade Surveillance * Driving the enhancement and improvement of the programs from both an effectiveness and efficiency perspective * Working with line of business supervisors, first line of defense employee, and compliance managers * Conducting deep dive Investigations of potential issues when necessary * Keeping up\-to\-date with regulatory changes, internal policy updates, and disciplinary actions to determine that the monitoring system incorporates up\-to\-date search techniques, rules, lexicons and other attributes * Planning enhancements both internally and with Third\-Party Vendors to incorporate other statistical methods, machine learning, and artificial intelligence in the monitoring tool * Preparing metrics to report monitoring results to senior management, including identifying potential trends or themes that may warrant further consideration or action. **Qualifications** * Degree in Economics, Finance, Management (or a relevant area) * \+3 years experience in Management * Advanced knowledge in Surveillance; Compliance and Financial Market * CFA is a plus * Fluent English is mandatory * Advanced knowledge of Microsoft Office products. Bloomberg and Refinitiv is a plus * Team player and ability to work collaboratively * Ability to establish and maintain strong relationship across multiple departments * Ability to exercise sound judgment and escalate issues appropriately * Analytical and Organizational skills **We will only consider English Cv's.** **Additional Information** Our workplace reflects the vibrant spirit of our locations, with initiatives such as a Green Transportation Budget, electric bikes and a flexible Hybrid Work Policy. We promote wellbeing through the Honolulu Wellness Club, a Prayer Room, a Lactation Room, and themed Villages that inspire creativity and collaboration. Through our ESG and DEI strategies, we are committed to being inclusive, caring, and fair, ensuring every voice is heard and valued.

PV49+C7 Lisbon, Portugal

Negotiable Salary

Customer Service - Lisbon64089119980034121

Customer Service - Lisbon

What you can expect We are looking for a Enlish speaker with passion and who wants forward to build a successful career. Become part of our customer service team! Are you ready for your new adventure? Apply! Whomever you are, whatever you do, bring your ambition, ideas, energy and determination. Come drive our business into the future. We need those who want to play their part and drive value and want to unleash their potential to live their dreams and embrace a world of opportunities. What you'll do * Inbound Customer Service for reservations, purchases of services or goods; * Assistance with concerns regarding payment, shipping, return and exchange and further questions about customer accounts; * Manage changes, adjustments, complaints and any other customer concerns. What you'll need * Fluency in English (C1\); * Excellent communication and interpersonal skills and team spirit; * Able to handle confidential and/or highly sensitive information; * Experience in Customer Service (preferred). Benefits * Work location: Lisbon; * Health insurance from day one in the company; * A wealth of opportunities to progress and move business areas projects; * Ongoing certification and training opportunities; * Refer a Friend Program with attractive incentives; * Free medical appointments at the office, sports and social responsibility activities, amazing internal parties, festivals, workshops and much more. Teleperformance Portugal TP Portugal is **one of the 25 best companies to work for in Europe, according to Great Place to Work®. It was also recognized as the Best and Largest Exporting Company and the Best Job Creator in Portugal by Exame magazine!** With more than 14 000 employees for 67 markets, TP Portugal provides services in 37 languages. With a multicultural, highly qualified, and deeply specialized team, it offers a wide range of integrated omnichannel solutions. TP is a pioneer in technology applied to customer support and maintains the highest security standards. TP Portugal continues to grow. Join our team and find your place at TP!

PV49+C7 Lisbon, Portugal

Negotiable Salary

CRM Marketing Officer (French Speaker)64088886984449122

CRM Marketing Officer (French Speaker)

**Company Description** Natixis in Portugal is a Centre of Expertise whose mission is to transform traditional banking by developing innovative solutions for the business, operations and work culture of Groupe BPCE worldwide. As part of Groupe BPCE’s international division, Natixis in Portugal designs and delivers solutions for its two core areas – Corporate \& Investment Banking and Asset \& Wealth Management – as well as transversal services that support all entities across the Group. With more than 3,000 employees representing 46 nationalities, the teams work across Information Technology, Banking Support Activities, and Compliance, in an integrated, inclusive, and cross\-functional way, supporting all business lines and platforms of the Group. A disruptive mindset and a culture of proximity and agility identify Natixis in Portugal Team and reflect the company's mission to transform traditional banking at a global scale: a perfect match in the Portuguese dynamics and entrepreneurial ecosystem. **Job Description** **Main tasks and goals:** During the preparatory phase of the quadrimesters: * Launching counts to inform the considerations of the Marketing project managers in France. During the quadrimestre: * Receiving communication assets and sending the proofs (BAT); * Setting up the campaign and channels (targeting and integrating communication assets \+ offline); * Making the KIT available in the CRM tool. **Qualifications** * Marketing degree; * CRM (Adobe Campaign) \- knowledge; * **Fluent in English and French.** * Rigorous; * Reactive; * Teamwork/Team Spirit. **We will only consider English Cv's.** **Additional Information** Our workplace reflects the vibrant spirit of our locations, with initiatives such as a Green Transportation Budget, electric bikes and a flexible Hybrid Work Policy. We promote wellbeing through the Honolulu Wellness Club, a Prayer Room, a Lactation Room, and themed Villages that inspire creativity and collaboration. Through our ESG and DEI strategies, we are committed to being inclusive, caring, and fair, ensuring every voice is heard and valued.

PV49+C7 Lisbon, Portugal

Negotiable Salary

Senior Account Executive (Italian Speaker)63823085876483123

Senior Account Executive (Italian Speaker)

**Overview** ============ Elevate your sales career in the dynamic world of ed tech as a **Senior Account Executive for the Italian Market**. Join our team and take charge of driving revenue growth for our innovative enterprise ed tech solutions. This is an exciting opportunity to contribute to the expansion of our global footprint and make a lasting impact in the education industry. **Key Responsibilities** ------------------------ In this role, you will be responsible for the following: * **Client acquisition:** proactively identify and secure new clients, employing strategic sales tactics to exceed revenue targets and drive business growth. * **Relationship building:** cultivate and maintain strong relationships with existing clients, ensuring their ongoing satisfaction and identifying upsell opportunities. * **Pipeline management:** effectively manage our sales pipeline from A to Z * **Sales presentations:** deliver compelling presentations that showcase the unique benefits of our solutions, addressing client pain points and driving successful outcomes. * **Sales strategy:** Develop and execute targeted sales strategies, leveraging market insights and competitor analysis to stay ahead in the enterprise ed tech sales landscape. * **Close deals:** Lead negotiations with clients, securing mutually beneficial agreements and contributing to overall sales success. **Requirements** ================ We’re looking for someone with the skills and experience to excel in a fast\-paced, dynamic environment: * Proven track record of success as a Sales Executive selling mid\-market and enterprise software, ideally to the education sector. * Demonstrated achievement in meeting and exceeding sales targets. * Exceptional communication and interpersonal skills, adept at building trust and rapport with clients. * Strategic thinker with a results\-driven mindset. * Familiarity with CRM software and sales analytics tools. * Bachelor's or Master's degree in Business, Marketing, or a related field. * A fluent level of English and Italian is mandatory **What We Offer** ================= Here's what we offer to support your growth, well\-being, and success at Full Fabric: * **Competitive Salary:** We understand the value of top talent and are committed to offering market\-leading compensation packages that reflect the expertise and value our team members bring to our company. * **Remote Flexibility:** Embrace the future of work with our fully remote working option and experience the benefits of remote work. At Full Fabric, we support your choice to work from a dedicated home environment, ensuring a healthy work\-life balance while maintaining a productive and professional workspace. * **Comprehensive Health Insurance:** Your well\-being is our priority. That's why we offer comprehensive health insurance to all our team members, ensuring you are protected and have access to the best healthcare options. * **Home Office Budget:** We’re committed to helping you create a comfortable and productive workspace at home. We provide a dedicated budget to support you in setting up your home office, ensuring you have everything you need to succeed and perform at your best. * **Professional Growth:** At Full Fabric, we're committed to your professional development. You'll have opportunities to attend industry conferences, participate in training programs, and access a wealth of resources to help you grow in your career and stay ahead in the field. * **A Culture of Excellence and Innovation:** Join a team of forward\-thinking professionals who are passionate about making a difference in software and education. Our culture fosters innovation, encourages collaboration, and supports your ideas to improve and expand our impact. * **Making a Difference:** Your work at Full Fabric will be more than just a job. It will contribute to transforming the educational landscape, making high\-quality education more accessible and impactful through technology. If you feel you’re the right fit for this role we’d love to hear from you. *Note: At Full Fabric, we are committed to providing a positive and respectful interview experience for all candidates. While we strive to offer personalised feedback, the volume of applications makes this impossible. Rest assured, each application is reviewed with care, and we truly appreciate your interest in joining our team and contributing to the future of educational technology.*

Av. Dom Carlos I 124, 1200-815 Lisboa, Portugal

Negotiable Salary

Wealth Management Change Expert on Transact63822926926595124

Wealth Management Change Expert on Transact

**About the job** Within PIMH, a Change Expert prepares and accompany the change with the teams. He/She has an expert knowledge about TRANSACT and will bring that expertise as per their domain to the project functional teams and BAU teams. He/She works with the Change Program Manager, Head of PIMH and other team’s across International Market HUB (IMH) to achieve project success The Change Expert will be based in Lisbon **Your Main Activities Are** As a Change Expert, you participate in the different projects within the scope of activity PIMH and IMH, this involves Acquiring additional knowledge of implementation modality of TRANSACT in BNPP WM ecosystem Understanding, analysing and enriching internal organisation and processes Onboarding the key business representative users to get acquainted with the tool Realising trainings to end\-users Implementing a Train the trainer model, in collaboration with key business representatives/ ambassadors Realising the adapted end\-user training documents, based on standard temenos documentation and deliverables of the implementation team Providing support to realize operational procedures, Standard Operating Model (SOP) and other required documentation for Go Live Support in after care support to end users Providing support to apply communication techniques Communicating on a change story for fluid transition in due time **Profile and Skills to Success** Bachelor’s degree in Economy, Finance, Business Administration or Accounting At least 3 years of Experience in Transact for Securities Operations, Market \& Banking Operations \& KYC activities Experience in the Banking Sector Fluent in English Analytical skills, quick learner and adaptable Excellent verbal and written communication skills and ability to interact professional and confidently with a diverse group: users, managers and subject matters experts Focused on Customer \& Employee experience Demonstrated ability to handle challenging and stressful situations Adaptability and polyvalence Rigorous and autonomous \#LI\-Hybrid **Why joining BNP Paribas?** * **Leading banking institution** BNP Paribas is the European Union’s leading bank, and key player in international banking. It operates in 63 countries and has nearly 183\.000 employees, including more than 146\.000 in Europe. * **Our presence in Portugal** In Portugal since 1985, BNP Paribas today has more than 8\.700 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 excellence centers providing value\-added services to various countries where the BNP Paribas Group also operates. * **International reach** Thanks to its international presence and regular and close collaboration among its different entities, BNP Paribas has the resources to support all clients with financing, investment, savings and protection solutions that help make their projects a success. BNP Paribas holds key positions in its three core operating divisions: **Retail Banking**, a division that brings together all of the Group’s retail activities and specialised business lines;**Investment \& Protection Services** that include specialised businesses offering a wide range of savings, investment and protection services;**Corporate \& Institutional Banking** division that offers tailored financial solutions for corporate and institutional clients.* **Diversity and Inclusion commitment** BNP Paribas is an equal opportunity employer and proud to provide equal employment opportunity to all job seekers. We are actively committed to ensuring that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity/paternity, race, religion or belief, sex or sexual orientation. Equity and diversity are at the core of our recruitment policy because we believe that they foster creativity and efficiency, which in turn increase performance and productivity. We strive to reflect the society we live in, while keeping with the image of our clients. * **Commitment towards work/life balance** At BNP Paribas we care about our employees wellbeing and promote a culture of good integration between work and rest. We believe our employees have rich personal lives outside of work, being fundamental to be disconnected from work to recharge both physically and mentally. Only through this balance we may all be at our best while working. * **Remote Working Conditions** At BNP Paribas, we embrace a Smart Working framework based on trust, autonomy and collaboration. Within this framework, eligible employees can benefit from flexible remote working modalities adapted to our hybrid working environment. To guarantee a comfortable and efficient working set\-up, eligible employees are provided with both the office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional equipment at reduced prices. To find out more on why you should join BNP Paribas visit https://bnpp.lk/why\-BNP\-Paribas\-Portugal (Opens in a new tab)* Please note that only applications submitted in English will be considered. * In case you are selected for this role, further documentation will be requested to support your hiring process.

PV49+C7 Lisbon, Portugal

Negotiable Salary

Capabilities & Insights Analyst – Banking63822926975361125

Capabilities & Insights Analyst – Banking

Do you want to work on complex and pressing challenges—the kind that bring together curious, ambitious, and determined leaders who strive to become better every day? **If this sounds like you, you’ve come to the right place.** **Your Impact** --------------- You will leverage a solid understanding of business trends, issues and concepts to efficiently respond to complex research questions by delivering synthesized, actionable facts and insights to our consulting teams and clients. In this role, you will work alongside senior knowledge professionals on larger client projects and internal knowledge initiatives. By collecting and analyzing data and information found in databases and/or other primary and secondary research tools, you will assemble a fact base, counsel consultants and clients on the scope of the business and economic trends surrounding the issue, and provide insights and analysis for solving client problems at hand. Some of your day\-to\-day activities may include identifying the key issues for the problem at hand and determining the most appropriate solution while effectively balancing quality, availability, timeliness and cost factors. You will perform a variety of analyses such as benchmarking, trend identification, industry profiling, market sizing, growth projections, opportunity scanning, etc., in order to add value to problem\-solving discussions. You will provide synthesis, insight and client implications within tight deadlines via end products in the form of PowerPoint charts, written memos, models, and framework. In time, you will also participate in, and eventually lead, internal knowledge development and capability\-building initiatives and you will use advanced analytics tools to prepare, build and analyze large datasets to forecast trends, distill insights and interpret business implications in the financial industry. You will be based in our Lisbon or Madrid office as part of our Client Capabilities Network (CCN). You will join a small team who you will be collaborating with on a daily basis. You will also be interacting with a wide range of McKinsey colleagues both locally and internationally. Colleagues in our global Client Capabilities Network deliver distinctive client impact through assets and expertise and are driven by a culture of innovation. As a Capabilities \& Insights Banking Analyst, you will get the opportunity to further develop your expertise in the Banking sector. McKinsey leaders will provide mentorship and sponsorship and help you further build your capabilities. Our more than 8,000 client capabilities professionals across the globe work alongside our consultants to deliver Change that Matters to our clients. They support our consultant teams, both remotely and at client sites, in an agile and targeted way. Further, they are core to our firm’s R\&D, developing new knowledge and building and refining proprietary capabilities (e.g., assets, data sets), as well as curating, managing and maintaining them. Our portfolio includes state\-of\-the\-art research, asset\-backed and rapid diagnostics, benchmarking and workflow support. Our professionals have deep expertise and are able to apply a broad range of methodologies for specialized on\-demand analyses. **Your Growth** --------------- Driving lasting impact and building long\-term capabilities with our clients is not easy work. You are the kind of person who thrives in a high performance/high reward culture \- doing hard things, picking yourself up when you stumble, and having the resilience to try another way forward. In return for your drive, determination, and curiosity, we'll provide the resources, mentorship, and opportunities you need to become a stronger leader faster than you ever thought possible. Your colleagues—at all levels—will invest deeply in your development, just as much as they invest in delivering exceptional results for clients. Every day, you'll receive apprenticeship, coaching, and exposure that will accelerate your growth in ways you won’t find anywhere else. When you join us, you will have:* **Continuous learning:** Our learning and apprenticeship culture, backed by structured programs, is all about helping you grow while creating an environment where feedback is clear, actionable, and focused on your development. The real magic happens when you take the input from others to heart and embrace the fast\-paced learning experience, owning your journey. * **A voice that matters:** From day one, we value your ideas and contributions. You’ll make a tangible impact by offering innovative ideas and practical solutions. We not only encourage diverse perspectives, but they are critical in driving us toward the best possible outcomes. * **Global community:** With colleagues across 65\+ countries and over 100 different nationalities, our firm’s diversity fuels creativity and helps us come up with the best solutions for our clients. Plus, you’ll have the opportunity to learn from exceptional colleagues with diverse backgrounds and experiences. * **World\-class benefits:** On top of a competitive salary (based on your location, experience, and skills), we provide a comprehensive benefits package to enable holistic well\-being for you and your family. **Your qualifications and skills** ---------------------------------- * Master's degree ideally in economics, business, data analytics or a related field * 1\+ years of relevant industry or research experience * Demonstrable interest in and knowledge of financial services topics (e.g., retail banking, corporate \& investment banking, payments, asset management, wealth management, fintech) * Data and analytics driven; ability to manage large data sets with advanced Excel skills; VBA programming is a plus * Knowledge of databases and sources such as ECB, EBA and Bank of Spain is helpful (latter one for role in Madrid) * Ability to work collaboratively in a team environment and effectively with people at all levels in an organization * Skills to communicate complex ideas effectively * Fluent command of English and local language (both verbal and written) is a must have

PV49+C7 Lisbon, Portugal

Negotiable Salary

Consultant – UK Pensions market63822926811139126

Consultant – UK Pensions market

We are seeking a talented individual to join our Actuarial Global Service Delivery Team at Mercer. This role will be based in Lisbon. This is a hybrid role that has a requirement of working at least three days a week in the office. The Actuarial Global Service Delivery Team in Portugal is structured to act as part of the existing UK Wealth client teams, so that you are given opportunities to deliver advice and consult with a range of clients and projects. This is an opportunity to join a great multi\-disciplinary team based in Lisbon supporting senior actuaries and consultants, primarily providing advice to defined benefit pension scheme trustees and corporate sponsors in areas as such as scheme funding, individual benefits, risk management and more. The world of retirement saving is changing and Mercer is developing innovative solutions for our clients and their employees, including supporting them on the journey to their end game. This is your opportunity to be part of their journey. This role would be suitable for someone with a numerical degree who has an interest in building a technical career within an actuarial role. **We will count on you to:** * Deal with routine queries received from clients, scheme members, third parties and other Mercer businesses. * Carry out consulting support work including, project management, day\-to\-day client contact, problem resolution, drafting correspondence to clients on a range of consulting issues, preparing agendas, papers and minutes for trustee’s meetings. * Attends and participates in client meetings with consultant. * Calculate and analyze special retirement projects. * Undertake actuarial modelling, spreadsheet modelling and calculations, including valuations, individual calculations, regular updates, actuarial factors and accounting work. * Liaise with other Mercer business areas to deliver a streamlined service to clients; * Be involved in ad\-hoc project work as required, for example, risk management exercises, redundancy projects, etc.. **What you need to have:** * Bachelor/ Master’s degree in math, actuarial science, statistics, economics, finance or related field. * UK actuarial pension related work experience is a plus. * Excellent written and spoken English communication skills (C1/C2\). * Excellent planning and organizational skills in order to prioritize and effectively manage a wide variety of ongoing tasks. * Ability to build strong working relationships with colleagues and clients. * Comfortable dealing with clients contacts. * Advanced Microsoft Office skills. **Why join our team:** * We help you be your best through professional development opportunities, interesting work and supportive leaders. * We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. * Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well\-being. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office\-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

R. Gomes Freire 5A, 1150-175 Lisboa, Portugal

Negotiable Salary

DevOps Engineer - AI Factory - F/M/NB63822926827649127

DevOps Engineer - AI Factory - F/M/NB

Cegid is a European leader in **cloud business management** solutions for finance (cash\-flow, tax, ERP), human resources (payroll, talent management), CPAs, retail and entrepreneurial sectors. In today’s rapidly changing world, Cegid \& its **5,000 employees** make more possible by helping their 750,000 customers unleash their potential thanks to innovative and purposeful business solutions.**Make more possible**, is our vocation. It reflects who we are, how and why we do things the way we do them for our clients. Thanks to this, we can affirm that we work every day to **shape your future**, ours and our clients’ industries’ future. A future we have been defining for years with our employees, by inventing solutions that change the way people work, for a sustainable performance. **@AI Factory** The **AI Factory** is dedicated to advancing our management software through **AI innovation**. Our primary goal is to seamlessly integrate AI features into our product line, either by enhancing functionality and user experience or by recreating user workflows to take full advantage of AI technology. **What will you achieve?*** **Infrastructure Management and Provisioning:** Provision and manage infrastructure resources using IaC tools like Terraform or Ansible. Configure and manage cloud platforms such as AWS and Azure. * **Deployment and Release Management:** Plan, execute, and automate application deployments across various environments. Develop and implement rollback strategies for deployment failures. * **Monitoring and Observability:** Implement and utilize monitoring tools to oversee application and infrastructure performance. Proactively identify and troubleshoot issues, and analyze logs for system health insights. * **Security and Compliance**: Apply security best practices and manage access controls for infrastructure and applications. Ensure compliance with relevant security regulations and standards. * **Education \& Experience:** Bachelor's or Master's degree in Computer Science or a related field. 2\+ years of experience in DevOps processes, CI/CD tools, and cloud infrastructure (Azure preferred, AWS). * **Technical Skills:** Proficient in development/scripting with OOP (C\# preferred) and SQL databases. Skilled in infrastructure as code and configuration management tools (e.g., ARM Templates, Terraform). * **Analytical \& Problem\-Solving Abilities:** Strong analytical skills with proven problem\-solving and troubleshooting abilities. High dynamism and a focus on continuous improvement. * **Language Proficiency:** Intermediate to advanced level of English. We are not just looking for professional skills, we're also looking for talents who want to express their potential and open up new possibilities with us ! Above all, it's your curiosity, team spirit and sense of customer service that will make the difference. Our commitment At Cegid, **the diversity of our talents** is a wealth we cherish, by recruiting based on your **skills** and your **potential** to learn and grow with us. We offer you a professional environment where each person can thrive and express their uniqueness. Our commitment is based on **three fundamental pillars**: gender **equality**, **inclusion** of people with disabilities, and representation of **all diversities**. If you have a disability and need further information, please do not hesitate to contact missionhandicap@cegid.com Our benefits \> **Attractive** and transparent **remuneration** from recruitment \> **Hybrid work model** and **flexible working hours** \> **22 days of vacation** per year \> Health insurance \> Access to **online learning platforms** and internal academy \> Integration into **a dynamic, enthusiastic, and constantly growing team**

PV49+C7 Lisbon, Portugal

Negotiable Salary

Relation Banking Officer63822926777857128

Relation Banking Officer

**Description du poste** ------------------------ Want to join Azqore, named "Best Technology Outsourcing Solution" 2025 (Wealth Briefing Awards) ? A subsidiary of Indosuez Wealth Management, the wealth management arm of the Crédit Agricole Group, and Capgemini, Azqore is an international company specializing in Information Systems outsourcing and Banking Operations Processing for private banking players. We provide our customers with an Integrated Information System (S2i), and a full range of digital banking products and services. We also handle our customers' back office operations from three hubs, in Switzerland, Singapore and Portugal. By 2020, Azqore will have 200 billion (CHF) in assets under management, represented by some thirty banks. Our Banking Operations department stands out for the excellence of its unique tailor\-made service, recognized by customers and the market alike. Nearly 200 employees work closely together in Switzerland and Singapore to handle the banking operations of demanding customers. **The team** As part of the Cash team, you will support back office activities through Cash Payments, Treasury and Forex and Cash reconciliations and investigations. You will be part of a dedicated team in charge of the administrative management of the inter bank accounts in our core banking system. But here’s the exciting part: you’ll be helping launch this activity from scratch in Lisbon, working closely with our experienced team in Switzerland. The role will be based in **Lisbon** , Portugal (Av. Dom João II 43, 1990\-084 Lisboa, Portugal). ‍ **Your responsibilities** * Perform the opening and closing of inter bank accounts, updates, and monitoring of relationships in our core banking system. * Managing incoming requests via our ticketing tool, email, phone. * Customer service, relations with all correspondents, brokers, and custodians of our client banks. * Contact with our client banks, actively supporting the cash and securities back\-office teams. Collect the necessary documentation for opening a relationship (depending on the country) and follow up on relationships. * **Benefits** * 25 days of annual leave for a healthy work\-life balance. * Generous healthcare contribution and attractive pension plan 14\-month salary structure (12 months \+ vacation \+ Christmas allowance). * Meal card (Pluxee – €11\.60/day). * Annual performance bonus. * Hybrid work model – up to 2 days/week from home. * Permanent contract in a stable and professional environment. * Ongoing training and career development within Azqore and the Crédit Agricole Group. * **Critères de candidature** --------------------------- Poste avec management Non Niveau d'étude minimum Bac \+ 3 / L3 Formation / Spécialisation . Niveau d'expérience minimum 3 \- 5 ans Compétences recherchées + Proven experience in the financial services industry, particularly in banking and financial services. + Strong analytical and problem\-solving skills. + Attention to detail and the ability to manage multiple tasks efficiently. + Knowledge of industry regulations and compliance standards. + Excellent communication and interpersonal skills. + Proficiency in relevant software and tools. + Fluency in English; knowledge of additional languages is a plus. * **Entreprise Indosuez Wealth Management** ----------------------------------------- Azqore is an international company specializing in the outsourcing of Information Systems and the processing of banking operations for wealth management players. Born from an unprecedented union between two market leaders, Crédit Agricole Group and Capgemini, the company managed 200 billion euros as of December 31, 2020. For nearly 30 years, Azqore has supported private banks in their transformation projects and in strengthening their operational efficiency. It provides them with an IT platform and a complete range of digital banking services and products. It also offers to process their back office operations from its two hubs in Switzerland and Singapore. Azqore offers its clients a unique approach centered on its "Core Banking" system, enriched with leading software from the wealth management world and open to the most innovative fintechs. Its proven digital and banking expertise, demonstrated through nearly 60 successful bank migrations since 1992, enables Azqore to deliver a high level of quality across its entire value chain to its 30 clients. It also ensures adherence to the highest standards in terms of innovation, regulations, and compliance. By acting each day in the best interest of the company, we are a committed group promoting diversity and inclusion. All our positions are open to people with disabilities.

PV49+C7 Lisbon, Portugal

Senior Data Strategy Analyst63822926694787129

Senior Data Strategy Analyst

* 202505787 * Lisbon, Portugal Bevorzugt **Description** --------------- WTW Investments exists to deliver financial security for individuals by making informed investment decisions that positively impact their future. Our mission is to build long\-term wealth while making a positive difference in the world. We believe that by aligning investment strategy with purpose, we can help our clients achieve better outcomes for savers and contribute to a more sustainable global economy. With approximately USD 165 billion in assets under management (AUM), we serve a diverse client base including pension funds, sovereign wealth funds, endowments, foundations, charities, and wealth managers. Our legacy in actuarial and pension fund advisory has evolved into a forward\-looking investment platform that combines deep expertise with innovative thinking. We support clients across the full investment lifecycle—from strategy and portfolio construction to implementation—helping them navigate complexity, align risk and return, and invest today for a better tomorrow. As a **Senior Data Strategy Analyst**, you will play a pivotal role in shaping and executing strategic data initiatives across WTW Investments. This role requires a seasoned professional with strong stakeholder management and engagement skills, a sharp analytical mindset, and the ability to understand, challenge, and improve data processes. You will collaborate closely with business stakeholders to map and re\-engineer processes, oversee data management tasks such as mapping and cleansing, and drive data quality and governance. While investment knowledge is advantageous, we value individuals with a curious and adaptive mindset who can quickly grasp complex data ecosystems and business structures. The ideal candidate will not only support current data strategy efforts but also grow into a data owner or librarian role—challenging assumptions, ensuring data integrity, and contributing to long\-term data stewardship. Experience in asset management or investment banking is preferred, though candidates with relevant experience in other industries are encouraged to apply. **The Role – Key responsibilities** * Lead data migration and transformation projects using structured project management methodologies * Collaborate with stakeholders to gather and document requirements, translate them into actionable plans, and ensure successful delivery of solutions * Drive data cleansing and mapping initiatives between upstream and downstream sources, identify issues and provide remediation solutions * Build strong relationships with data owners and technology teams to support strategic data initiatives * Investigate and resolve complex data exceptions with a curious, analytical, and proactive mindset **Qualifications** ------------------ **The Requirements** * Stakeholder Management and Engagement: Ability to engage with colleagues and manage stakeholders effectively * Analytical Skills: Understanding of data and the ability to analyse it * Process Mapping and Design: Understanding current processes and re\-engineering them as needed * Experience: Ideally, 10\+ years of experience, but the focus is on the right skills and capabilities rather than just years of experience * Domain Knowledge: While investment knowledge is beneficial, the emphasis is on the ability to engage, challenge, and understand data * Future Role: The person should be able to evolve into a data owner or librarian role, understanding and challenging data, and engaging with the business * Advanced Microsoft Excel and SQL along with other skillsets will be highly advantageous

PV49+C7 Lisbon, Portugal

Negotiable Salary

Investment Strategy Analyst – UK Pensions market638229267107871210

Investment Strategy Analyst – UK Pensions market

We are seeking a talented individual to join our Strategy team at Mercer. This role will be based in Lisbon. This is a hybrid role that has a requirement of working at least three days a week in the office. Mercer has been providing investment services to clients for over 45 years and has the largest institutional investor network in the world with more than $11tn in assets under its advice. Our Delegated Solutions (DS) business leverages this investment expertise to deliver a range of sophisticated portfolio solutions to a wide range of institutional clients. We are seeking a highly motivated Investment Strategy Analyst to support the growth of our DS business. The successful candidate will be a part of the strategy analyst team within the DS Strategy Team responsible for designing and implementing delegated investment strategies tailored to each client. The role presents the right candidate with an opportunity to develop their investment knowledge and skills and will help develop a strong understanding of the strategy setting process in the context of a range of institutional investors and geographies. **We will count on you to:** * Work closely with the strategists, Senior strategists and Lead Consultants, to help design and implement de\-risking investment strategies and other strategies as appropriate which incorporate Mercer’s best thinking; * Consider how the investment strategy may evolve for your assign clients to reflect the changing dynamics of a pension scheme and objectives e.g. suitability of cashflow driven investment strategies, end game planning; * Support the client team by providing technical insight into a client’s strategy when needed, modelling financial risks and reviewing aspects of regular Strategy reports; * Facilitate other ad\-hoc projects and duties required to support the successful growth of the Strategy and DS business such as integrating new software, maintaining internals tools and procedures, contribute to development of the strategy solution; * Support the Fiduciary team as required to ensure Mercer stays ahead of the competition in the Fiduciary market; * Liaise with Portfolio Management, Operational, Investment Solutions and Consulting teams to implement high quality strategies with efficiency \- for example contribute towards implementing Dynamic Asset Allocation tilts; * Contribute towards delivering growth in the UK Fiduciary segment through supporting pitches; * Contribute to supporting the team on cases outside of DB pensions as we expand into new segments such as Endowments \& Foundations, Insurance, Wealth Management and DC. **What you need to have:** * Fluent English level (minimum C1\); * Motivation to learn and succeed in an investment strategy orientated role; * Ideally 1 year\+ investment experience, with DB pensions experience preferred; * Ability to manage multiple projects, stakeholders, and deliverables simultaneously; * Strong interest in the institutional investment landscape and strategy setting process. **What makes you stand out?** * Have a keen eye for detail and intellectually ambitious with high standards of output; * Strong work ethic along with strong interpersonal and communication skills; * Proactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organization; * Strong risk focus – keen awareness of risk involved in moving client money; * Studying towards IMC/ CFA / Actuarial qualification. **Why join our team:** * We help you be your best through professional development opportunities, interesting work and supportive leaders. * We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. * Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well\-being. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office\-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

R. Gomes Freire 5A, 1150-175 Lisboa, Portugal

Negotiable Salary

Securities Transfer Officer638229267265311211

Securities Transfer Officer

### **Type de métier** Types de métiers Crédit Agricole S.A. \- Gestion des opérations ### **Intitulé du poste** Securities Transfer Officer ### **Type de contrat** CDI ### **Poste avec management** Non ### **Missions** Want to join Azqore, named "Best Technology Outsourcing Solution" 2025 (Wealth Briefing Awards) ? A subsidiary of Indosuez Wealth Management, the wealth management arm of the Crédit Agricole Group, and Capgemini, Azqore is an international company specializing in Information Systems outsourcing and Banking Operations Processing for private banking players. We provide our customers with an Integrated Information System (S2i), and a full range of digital banking products and services. We also handle our customers' back office operations from three hubs, in Switzerland, Singapore and Portugal. By 2020, Azqore will have 200 billion (CHF) in assets under management, represented by some thirty banks. Our Banking Operations department stands out for the excellence of its unique tailor\-made service, recognized by customers and the market alike. Nearly 200 employees work closely together in Switzerland and Singapore to handle the banking operations of demanding customers. **The team** You will be member of the Securities transfer team (within the Securities Team), responsible for the processing of the securities transfer in and out on the clients portfolio, including standard securities and investment funds. The securities transfer team supports our client's banks and ensures an efficient and a high quality services in the processing of the operations. The team is in direct contact with custodians, in charge of the documentation and ensuring that custodian policy is respected. But here’s the exciting part: you’ll be helping launch this activity from scratch in Lisbon, working closely with our experienced team in Switzerland. The role will be based in **Lisbon**, Portugal (Av. Dom João II 43, 1990\-084 Lisboa, Portugal). ‍ **Your responsibilities** * Manage securities and funds transfer transactions, ensuring accuracy and compliance with relevant regulations. * Review and validate documentation related to securities and funds transfers. * Support international teams by providing timely updates and resolving any discrepancies. * Maintain comprehensive records of transactions in alignment with company policies. * Assist in the implementation of process improvements within the Operations Department. **Benefits** * 25 days of annual leave for a healthy work\-life balance. * Generous healthcare contribution and attractive pension plan 14\-month salary structure (12 months \+ vacation \+ Christmas allowance). * Meal card (Pluxee – €11\.60/day). * Annual performance bonus. * Hybrid work model – up to 2 days/week from home. * Permanent contract in a stable and professional environment. * Ongoing training and career development within Azqore and the Crédit Agricole Group. **Localisation du poste** ------------------------- ### **Zone géographique** Europe, Portugal ### **Ville** Lisbonne **Critères candidat** --------------------- ### **Niveau d'études minimum** Bac \+ 3 / L3 ### **Formation / Spécialisation** . ### **Niveau d'expérience minimum** 3 \- 5 ans ### **Compétences recherchées** * Previous experience in securities or financial operations is preferred. * Build and maintain a strong communication channel with clients and stakeholders. * Client Service Oriented. * Knowledge of banking and financial services processes. * Strong attention to detail and ability to work with complex data. * Proficiency in relevant tools and software for securities processing. * Excellent communication skills for cross\-team collaboration. * Fluency in English; additional languages are a plus.

PV49+C7 Lisbon, Portugal

Negotiable Salary

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