Investment Portfolio Analysis Expert, Hybrid, Senior Associate

State Street Corporation

Poland
Base: zł87 000 annual; bonus/equity: discretionary...
Hybrid (minimum 3 days in the office per week)
Daily checks on file deliverables
Issue resolution ownership
Client relationship management
State Street Corporation is seeking an Investment Portfolio Analysis Expert for a hybrid role in Poland. The ideal candidate will have experience in the financial services industry and a collaborative mindset, contributing to the expansion of the Alpha platform while benefiting from a supportive work environment

Job Summary

  • Performing, reviewing and coordinating daily checks on file deliverables to the clients and investigating discrepancies.
  • Developing and maintaining relationships with client´s representatives, and internal/external stakeholders to help aid successful delivery of service.
  • Offering guidance and support to the less experienced members of the team and leading initiatives to strengthen team collaboration and engagement.

Matching Summary

Match Score: 85

State Street Corporation is seeking an Investment Portfolio Analysis Expert for a hybrid role in Poland. The ideal candidate will have experience in the financial services industry and a collaborative mindset, contributing to the expansion of the Alpha platform while benefiting from a supportive work environment.

Salary

Base: zł87 000 Annual; Bonus/Equity: discretionary annual performance-based awards; Benefits: Gold Medical Package, Premium life insurance, private pension plan, Additional holidays

Skills & Requirements

Must-have

  • daily checks on file deliverables
  • issue resolution ownership
  • client relationship management
  • global team collaboration
  • MS Excel working knowledge

Nice-to-have

  • open-minded and proactive mindset
  • team spirit and continuous improvement
  • personal and professional development

Key Requirements

  • 3+ years of financial services industry experience
  • Experience in Custody, Middle Office, Fund Administration functions is an asset
  • Customer service or professional experience from a different area is acceptable

Work Rights

Not specified

Tailored Resume

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