About the job

Your Main Activities Are

• Ensure the data integrity of the portfolios are correct in Commercial and Referential tools, namely in CRM and RMPM:
  • Confirm the Relationship Manager (RM) or Senior Business Officer (SBO) name and role are the same
  • Confirm the Coverage line of the Legal Entity (LE)
  • Update the Coverage line of LE and Business Group (BG) in RMPM when necessary and accordingly with instructions received by the Coverage team
  • Coordinate with Due Diligence teams (DDT) or Client Management (CLM) according with the management entity of LE and BG, among others
• Check and update Pilot or Contributors positions
• Initiate and undertake cleaning actions for portfolios and pipeline
• Support to prospect creation in CRM, knowing that a Banker can easily create a prospect, and control of correct merging when appropriate
• Provide support for CRM
• Produce, on monthly a basis, report on calendar of visits and pipeline:
  • Provide to bankers a pipeline extraction, before the production of monthly report, in order to ensure quality of pipeline in CRM
• Produce a monthly activity reports revenues, budget achievements and risk return analysis
• Analyzing the top to bottom movers from one month to another, allowing to fix errors or data quality issues very quickly
• Investigate missing revenues, making the bridge between finance team and métiers
• Support Ad-hoc reports, whenever the information is related with C3 information and CRM
• Support Ad-hoc request for cases when revenues are not reported correctly, such as revenues missing
• Help to prepare presentations associated with the Territory budget for head office
• Support the Coverage and Head of Coverage making the consolidation of budget and analysing the figures in Systems

Profile and Skills to Success

• Bachelor’s degree in Finance, Management, Economics or any related field
• At least 2 years of experience in Financial Analysis and Financial Advisory
• Fluency in English
• Proficiency in Microsoft SQL (SSAS)
• Great team spirit with a results driven mindset
• Critical thinking, attention to detail and analytical ability

#LI-Hybrid

Why joining BNP Paribas? 

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.

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.

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.

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.

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.

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.