Portfolio Management & Investment Risk Trainee

March 21, 2024

Portfolio Management & Investment Risk Trainee


  • Internship
  • PT-11-Lisbon
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About the job

  • The internship will be divided between two teams: Discretionary Portfolio Management and Investment Risk
  • The main mission of the Discretionary Portfolio Management (DPM) desk in to manage the portfolios of clients whom delegate to the bank the management of their assets. It provides high-end DPM services to wealthy, sophisticated and demanding private clients. The team services clients from different BNP Paribas Wealth Management (WM) entities (Switzerland, Luxembourg, Monaco, and Germany)
  • The mission of the Investment Risk team is to help and contribute to the set-up and development of the investment risk framework of the International Markets Products & Services platform. It has a wide range of offering and is positioned as a hub for the International Markets sites of Wealth Management

Your Main Activities Are

  • Assist the Investment Risk team with the control investment policies and clients interest
  • Launch Investment Risk controls under MiFID II framework
  • Update and maintenance of Investment Risk databases and extracts with financial information
  • Maintenance of Investment Risk department procedures
  • Contribute to the preparation of the Business Monitoring report for DPM International markets
  • Support the team with the preparation of DPM marketing documentation related to the DPM activity including performance, risk asset class allocation, among others
  • Assist the DPM team with the preparation of the reporting of internal funds ratios aimed at BNP Paribas Asset Management commercial team
  • Enrich the DPM database with financial information related to Structured Products, sourced in Bloomberg
  • Contribute to the activities’ continuous improvement

Profile and Skills to Success

  • Bachelor degree in Finance or equivalent areas
  • Interest of financial instruments and investment services
  • Knowledge in Microsoft office tools, in particular Excel, Power Point and Access
  • Excellent communication skills, verbal, written and listening in English
  • High organisational and attention to details ability
  • Good analysis capacity, rigor and accuracy, dynamism, flexibility and autonomy


Why joining BNP Paribas?

· Leading banking institution

BNP Paribas is a leader in the Eurozone, and a prominent international banking institution with strong roots in Europe’s banking history. It has a presence in 65 countries, with around 190 000 Employees – including more than 145 000 in Europe.

· Our presence in Portugal

Since 1985, BNP Paribas was one of the first foreign banks to operate in the country. Today, the Group has around 7.100 employees across several entities operating directly in the territory, offering a wide range of integrated financial solutions to support its clients and their businesses.

· 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

* 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.

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