Investment Portfolio Analysis Expert, Hybrid, Senior Associate

State Street UK

Multiple Locations, Poland
Base: zł87,000 annual; bonus/equity: not specified...
Hybrid (3 days in-office per week)
Daily file deliverable checks
Issue resolution ownership
Client and stakeholder relationship management
State Street UK is seeking an Investment Portfolio Analysis Expert for a hybrid role based in Poland. The position requires a proactive individual with financial services experience, strong communication skills, and a collaborative mindset to contribute to the Alpha platform's growth and client service excellence

Job Summary

  • Perform, review, and coordinate daily checks on file deliverables to clients and investigate discrepancies.
  • Develop and maintain relationships with client representatives and internal/external stakeholders to aid successful service delivery.
  • Offer guidance and support to less experienced team members and lead initiatives to strengthen team collaboration and engagement.

Matching Summary

Match Score: 85

State Street UK is seeking an Investment Portfolio Analysis Expert for a hybrid role based in Poland. The position requires a proactive individual with financial services experience, strong communication skills, and a collaborative mindset to contribute to the Alpha platform's growth and client service excellence.

Salary

Base: zł87,000 Annual; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Daily file deliverable checks
  • Issue resolution ownership
  • Client and stakeholder relationship management
  • Global team collaboration

Nice-to-have

  • Proactive mindset
  • Team spirit building
  • Continuous improvement culture

Key Requirements

  • 3+ years financial services experience
  • Working knowledge of MS Excel
  • Good command of English language

Work Rights

Not specified

Tailored Resume

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