About the job

• As a leading global private bank, we deliver a tailor-made experience, with outstanding attention to detail along with precise, local knowledge backed by the global know-how of a worldwide banking group. With a strong presence of almost 7.000 employees working in Europe, Asia and the United States and €393 billion of assets under management as of December 2019, BNP Paribas Wealth Management ("WM") is a global leader of the Private Banking industry
• Since 2015, BNP Paribas Wealth Management has a competence center in Lisbon (PIMH = Portugal International Markets Hub) to manage activities for several locations (Switzerland, Luxembourg, Germany, Monaco)
• The trainee would equally share his\her time across 2 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 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. The IM Products & Services platform is providing high-end expertise, investment services and financial products to wealthy, sophisticated and demanding private clients. 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

• To assist and help the DPM and Investment Risk activities with the tasks and controls performed by the teams while keeping a drive for innovation and improvement of the existing framework
• 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 Switzerland Business Monitoring report aimed at DPM management
• 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’s degree in Finance or equivalent
• Knowledge of financial instruments and investment services
• Proficiency in Microsoft Office Pack (MS Excel, MS PowerPoint and Access)
• Knowledge of Power BI, VBA and SQL coding
• Communication skills
• Organisations skills
• Attention to details
• Good analysis capacity, rigor and accuracy, dynamism, flexibility and autonomy

LI-Hybrid

Please refer the Job description for details