Portfolio Management Specialist

Portfolio Management Specialist

Cepal Hellas Financial Services S.A. · Nea Smyrni, Greece (Hybrid) · Full-time · Posted 2026-10-06

Workplace: hybrid

Department: Strategy & Finance

Description

The Portfolio Management Specialist is responsible for end-to-end analyses of the recovery strategies across portfolios and performance monitoring.

Requirements

• Conducts in-depth analyses to assess and evaluate portfolio performance thoroughly.
• Designs, develops, and oversees business reports for both management and portfolio committees.
• Actively participates in the preparation of the Business Plan.
• Utilizes Portfolio management tools to effectively operationalize the required strategies.
• Monitors the performance of the Portfolio’s Operating Model Performance, meticulously examining any deviations.
• Performs ad hoc requests and deep dive analyses related to portfolio management performance.
• Identifies trends, strengths or weaknesses in the performance and actively contributes to the design of appropriate corrective measures.

Education, Experience and Technical Skills

• Bachelor’s Degree in Finance, Banking, or any other Business-related studies
• Master’s degree will be considered an asset
• Minimum 2 years of in credit and portfolio analysis in financial services
• Excellent verbal and written communication skills in English and Greek
• Computer Literacy, excellent use of Microsoft Office applications and at least one of the following softwares: SQL, SPSS, Access
• Knowledge of remedial management of Non-Performing Loans will be considered as an asset

Competencies

• Excellent interpersonal skills and ability to communicate effectively
• Strong Negotiation and Influencing skills
• Solid business acumen combined with financial analysis skills
• Results orientation with achievement drive

Benefits

Here’s what you can look forward to as part of the #CepalTeam:

• Competitive Compensation : We offer an attractive salary, annual performance-based bonuses, and a monthly meal allowance through our ticket restaurant card.

• Health: Private medical insurance is provided for you and your family.

• Family Support: Monthly financial allowance for early education (nursery) and coverage of expenses for children with neurodiversity or disabilities—including therapeutic swimming, music therapy, horse riding, and parental support.

• Flexible Work Model: Our hybrid approach offers a level of remote work flexibility that supports work-life balance while preserving strong collaboration and team spirit.

• Modern Workspaces: Contemporary offices designed to support comfort, health, and productivity, with fully equipped workstations, quiet areas, on-site restaurant, and group fitness sessions .

• Lifelong Learning: Cepal supports continuous learning through access to e-learning platforms and structured professional development programs.

• Career Progression: We are committed to your growth, offering a clear development path supported by feedback, mentoring, and personalized learning plans.

• Make a Difference: Get involved in regular wellbeing, ESG and volunteering initiatives that reflect our values and foster a sense of purpose and community.

At Cepal, we believe that inclusion is more than a value, it's a way of thinking and acting. As members of the Diversity Charter Greece, we are committed to fostering a workplace where every individual feels respected, empowered, and free to contribute meaningfully.

All applications are treated fairly, confidentially, and based solely on qualifications and merit.

Apply

Apply at Cepal Hellas Financial Services S.A.

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