Investment Analyst | Private Bank | PT & EN

Breaking into Investment Advisory is not always easy. Many entry-level positions focus almost exclusively on administrative work, offering little exposure to financial markets or investment decision-making.

This opportunity offers a different path.

Our client is a well-established international private bank that has been present in Luxembourg for more than 40 years. With a human-sized and collaborative environment, the bank is committed to developing its employees by providing direct exposure to experienced investment professionals and genuine long-term career opportunities.

As an Advisor Analyst, you will join the Investment Solutions team and report directly to the Head of Investment Solutions. You will work alongside advisors, portfolio managers and product specialists, contributing to client proposals, investment research and strategic projects while continuously expanding your technical expertise.

Your Role

As an Advisor Analyst, you will support the Investment Solutions team through a broad range of responsibilities, including:

• Assisting in the preparation and updating of investment proposals for clients
• Collecting and maintaining product documentation, including KIDs, factsheets and other investment materials
• Collaborating with advisors, portfolio managers and product specialists to gather relevant investment information
• Conducting research on financial markets, investment products and competitors
• Preparing reports, presentations and documentation supporting the bank's investment strategy
• Participating in investment committees and governance meetings while helping organise related activities
• Maintaining internal databases and ensuring information remains accurate and up to date
• Contributing to process improvement initiatives, including workflow optimisation and automation of repetitive tasks
• Ensuring all documentation complies with internal policies and regulatory requirements

Your Profile

• Bachelor's degree in Finance, Economics, Business, Engineering or a related field
• A first experience in banking, investment advisory or financial services is considered an advantage
• Strong analytical, organisational and problem-solving skills
• Excellent knowledge of Microsoft Excel and confidence working with financial data
• Genuine interest in financial markets and investment products
• Strong willingness to learn and develop within investment advisory
• Excellent communication skills and ability to collaborate with multiple stakeholders
• Fluent Portuguese and English are mandatory
• French is considered an asset
• Detail-oriented, proactive and eager to build a long-term career in private banking

What Makes This Opportunity Attractive?

Career Development

• Direct mentoring from experienced investment professionals
• Exposure to client advisory, investment strategy and portfolio management
• Opportunity to broaden your expertise through strategic projects and governance activities
• Continuous learning within an internationally recognised private bank

Work Environment

• Human-sized institution with approachable management
• International and multicultural environment
• Collaborative teams where individual contributions are recognised
• Modern offices and a supportive working atmosphere

Work-Life Balance

• Hybrid working policy in line with the bank's internal policy
• Standard working hours with occasional flexibility during reporting periods or key projects
• Long-term career opportunities within a stable banking institution

If you are looking to develop your career in Investment Advisory while joining a respected private bank offering genuine learning opportunities and long-term growth, we would be delighted to discuss this opportunity with you.