• The main mission of the Discretionary Portfolio Management (DPM) desk is to manage the portfolio 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 main mission of the DPM Junior analyst is to support the DPM Portfolio Managers from Switzerland and Luxembourg hubs, namely
  • Operationally manage discretionary mandates by implementing investment decisions, controlling continuous compliance with the defined strategies asset allocation and managing the cash
  • Prepare the investment proposals and client reports aimed at end clients and potential investors
  • Monitor the DPM Risk and Performance
  • Take part to the ongoing project related to the automatization of the servicing activity
  • Implement the Portfolio Managers´ investment decisions in the Front Office systems, making sure they are executed according to the procedures in place
  • Control and ensure that the clients’ portfolios are aligned with the asset allocation defined for the investment strategies
  • Manage the cash available in the clients’ accounts according to the defined investment guidelines and clients’ profile
  • Prepare reports to clients on the performance of their portfolios
  • Prepare investment proposals to be presented to investors
  • Prepare reports aimed at monitoring the risk and performance of the DPM activity
  • Contribute to keep the databases that monitor DPM activities up-to-date
  • Contribute to enhance operational efficiency and to continuously improve DPM activities

• Bachelor’s Degree in Finance, Economics or Engineering
• At least 1 year of Experience in a relevant position
• Knowledge of financial instruments and markets
• Knowledge in Microsoft office tools, in particular Excel and Access, Power BI, VBA and Python
• Interest to develop an expertise in the investment management field
• Fluency in English
• Communication skills
• Interpersonal and analytical skills
• Analysis capacity, rigor and accuracy, dynamism, autonomy, organization and responsibility
• Oriented to results
• Capacity to synthetize / simplify
• Ability to adapt to a fast pace and multi-cultural environment
• Passion, tenacity and resilience in an ever-changing context

• 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 €484 billion of assets under management as of September 2025, 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)

#LI-Hybrid 

Why joining BNP Paribas? 

Leading player in banking and financial services in Europe, BNP Paribas operates in 64 countries and has nearly 178,000 employees, including more than 144,000 in Europe 

The Group holds key positions in several areas of banking and financial services that are structured around three operating divisions: 

In Portugal since 1985, BNP Paribas today has more than 9.220 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 centres of expertise providing value-added services to various countries where the BNP Paribas Group also operates.

BNP Paribas ´ambition is to cultivate an open and responsive environment for all that encourages collaboration and interaction. We demonstrate our commitment by actively contributing to the Group’s Diversity and Inclusion strategy and goals, in line with the United Nations Sustainable Development Goals. As part of our local Corporate and Social Responsibility – Diversity & Inclusion strategy, BNP Paribas Portugal is committed to:

To foster the effort of BNP Paribas Portugal, multiple initiatives and events take place throughout the year where our people can find out more on the importance of diversity inclusion at the workplace and in our society.

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 options adapted to our hybrid working environment. To ensure a comfortable and efficient working setup, eligible employees are provided with both office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional items at reduced prices. 

Supporting employees in a hybrid way of working while providing them with the means to maintain a work-life balance is an essential dimension of our Smart Working program. At BNP Paribas, we care about our employees’ wellbeing and promote a culture of good integration between work and personal life. 

To find out more on why you should join BNP Paribas please read our Employee Value Proposition and our Career path page.

* 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.