Portfolio Analyst Luxembourg

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Portfolio Analyst

Junior Portfolio Analyst

Below are listed some of the key responsibilities for a Junior Portfolio Analyst in Luxembourg:


As integral part of the Investment Management team the Junior Portfolio Analyst will be responsible for:

  • Assisting in researching and analysing investment products and finding solutions

  • Assist the team in analysing the daily cash flow

  • Respecting all investment policies, guidelines and investment procedures and updating such policies

  • Produce client specific reports on a daily, weekly, monthly and yearly basis

  • Supporting managers in monitoring managed accounts

  • Gather data on investments and do market research

  • Assure managed accounts are respecting contractually agreed target allocation, propose adjustments if necessary

  • First insight into creating trade recommendations

  • Make reconciliation in different systems using talor-made client management software

  • Prepare and participate at audits

General Profile of a Junior Portfolio Analyst in Luxembourg

Expected Skills and Qualifications

  • Bachelor or Master degree in a Finance-related subject like Accounting, Audit, Mathematics, Statistics, Economics.

  • Used to integrate easily in a team but also able to work individually

  • Good understanding of investment products (funds, equities, options, bonds)

  • A first working experience in a financial company (bank, asset management company,…)

  • Very good communication skills (verbally and written) in English (+ French or German)

  • General understanding of economic correlations and portfolio management

  • Strong analytical skill and figure-oriented

  • Problemsolver and hands-on mentality who likes to take the ownership for projects

  • Good knowledge of MS Office and tools like Bloomberg, Thomson Reuters etc.


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