Investment Portfolio Analysis Expert – Senior Associate
State Street
Investment Portfolio Analysis Expert – Senior Associate
State Street
Holds assets for institutions and runs index funds
Who we are looking for
An open-minded person who would like to contribute to expansion of Alpha footprint in Poland. Someone who values great work atmosphere, being close to the managers, achieving goals and resolving problems as a group within one big global Alpha team. Someone who already has chosen finances as his life’s career path and wants to excellence his knowledge. Surrounding great professionals will help grow both in personal and professional development.
What is Alpha platform
State Street Alpha is the first front-to-back asset servicing platform from a single provider for institutional and wealth management firms.
Alpha brings together our clients’ choice of real-time data and asset intelligence across the investment lifecycle to help them make better decisions and deliver growth for their clients.
With built-in flexibility and scalability, Alpha lets clients manage any assets in any market and streamline their day-to-day processes — helping to facilitate innovation, better inform investment decisions, optimize returns and streamline business operations.
As an Investment Portfolio Analysis Expert you will be responsible for:
Performing, reviewing and coordinating daily checks on file deliverables to the clients and investigating discrepancies
Taking ownership of the issues resolution, engaging others to gain consensus
Monitoring daily processes and internal/external communication, flagging any issues during group discussions or to the manager, suggesting improvements, taking ownership over resolution process
Developing and maintaining relationships with client´s representatives, and internal/external stakeholders to help aid successful delivery of service
Working together with global team members to discuss strategic initiatives and close out issues
Maintaining effective communication with colleagues and the managers
Adhering to internal procedures and best practices at all times
Offering guidance and support to the less experienced members of the team
Actively working with other team members to build team spirit to be able to grow as a group
Leading initiatives to strengthen team collaboration and engagement, supporting a culture of continuous improvement.
Skills and competencies:
Critical thinking, problem solving, and decision-making skills
Good client service skills; ability to interact and communicate with various level business partners
Good time management, organizational and team working skills
Adaptability, high level of self-motivation and ability to show initiative is an asset
Good command of English language
Proactive mindset and "can do" attitude is a plus
Willingness to learn and discover the industry
Education & Preferred Qualifications:
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 than above-listed is acceptable
Working knowledge of MS Excel
Work requirements:
Hybrid role model: required at least 3 days from the office per week
Minimum Salary:
zł87,000 AnnualThe minimum salary quoted above applies to the role in the primary location specified. If the candidate ultimately works outside of this primary location, the applicable minimum salary may differ.
Salary will be determined based on factors such as the position, type of work performed, individual skills, job description, working hours, diligence, initiative, self-management, length of employment, availability, and the quantity and quality of work delivered, as well as other objective and non-discriminatory criteria relevant to State Street employees.
In addition to salary, employees are eligible to be considered for discretionary annual performance-based awards.
We Offer:
Permanent contract from day one
Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
Gold Medical Package for employees and their families (partner and children)
Premium life insurance package and private pension plan
Wide range of soft skills training, technical workshops, language classes and development programs
Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
Variety of well-being programs
Additional benefits available depending on the seniority of the role
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
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Załącznik do standardu Whistleblowing i Speak Up SSBI GmbH dla Oddziału w Polsce
Holds assets for institutions and runs index funds
State Street holds and services investments for pension funds, insurers, fund companies, and other large institutions, and it also runs index funds through State Street Investment Management. It launched the first US-listed exchange-traded fund, the SPDR S&P 500 ETF Trust, in 1993, and in 1924 it became custodian of the first US mutual fund. As a custody bank, it safekeeps clients' stocks and bonds, completes their trades, calculates what their funds are worth, and lends their securities to other investors. It earns fees on the assets it services and manages, plus income from currency trading and from interest on client cash. State Street traces its roots to a bank chartered in 1792 and is based in Boston, Massachusetts.
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