Company Description

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $76 billion in combined assets and has an expansive network of c.400 professionals across three continents.

Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or multi-generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network.

We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a fast-changing world.

As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.

To learn more visit alti-global.com.

Job Description

We are seeking an Investment Data Analytics Associate to join our Lisbon team. This role sits at the intersection of investment management and data analytics, supporting portfolio managers, client advisors, and global teams with high-quality investment data and insights.

The successful candidate will combine strong technical skills in data validation and reporting with a solid understanding of investment concepts. They will be able to work confidently with portfolio data, ensuring accuracy and consistency, while also supporting the analysis of performance and risk across asset classes.

This position offers exposure to the full investment lifecycle: portfolio construction, monitoring, and performance attribution. You will play a key role in strengthening our portfolio solutions platform by ensuring that decision-making is supported by accurate data, clear analytics, and scalable processes.

Job Responsibilities

• Ensure timely and accurate processing of multi-asset class daily transaction data
• Perform daily and monthly reconciliation of investment portfolios
• Validate and analyze investment performance data using methodologies such as Time-Weighted Return (TWR)and Internal rate of return (IRR)
• Prepare customized client reports on a monthly and quarterly basis
• Support the automation of operational processes in collaboration with the technology team
• Maintain strong data integrity and governance standards, including audit and documentation routines
• Contribute to operational and performance-related projects, including data integration and process optimization
• Promote a data-first culture across operational workflows

Qualifications

Required Qualifications and Skills:

• At least 5 years of experience in investment performance analysis, portfolio reporting, or operations within wealth management, asset management, or private banking
• Master’s degree or equivalent in Finance, Computer Engineering, Data Analytics, Math or a quantitative field
• Proven Experience in Banking Reconciliation with knowledge of product classification schemas, investment products (liquid and illiquid, public and private)
• Deep understanding of investment performance measurement methodologies, including TWR and IRR
• Strong proficiency in Excel and confidence working with large, complex datasets
• Experience with Addepar or similar investment data platforms
• Experience working with VBA, Python, Power BI or other Business intelligence tools
• Fluent in Portuguese and English (spoken and written); other European languages are a plus
• Strong attention to detail, with analytical thinking and structured thinking
• Self-starter and outside-of-box mindset with a desire to improve processes and automate manual tasks

Other Advantageous Qualifications:

• Studying towards or interest in professional certifications such as CFA
• Experience in databases and SQL, with knowledge of analytical SQL functions an advantage