Client Onboarding Expert, hybrid, Officer

2 tygodni temu

Krakow, Polska State Street Pełny etat

About the role

State Street Portfolio and Risk Analytics combines unique capabilities in data and analytics to better serve our clients and build relationships with new customers. Through information and insights, investment analytics and data solutions, our goal is to help our clients to generate the most value.

Our client offering provides a full suite of analytics that give clients insight into the risks and performance of their investment portfolios. Supporting all asset classes the platform produces analytics such as: Stress Testing, Value at Risk (VaR), position specific analytics for derivatives (Delta, Gamma, Vega etc.), fixed income characteristics such as duration and convexity, liquidity and ESG metrics.

We are looking for a candidate to join Client Onboarding Team. The successful candidate be responsible for setting up data flow, calculations and reporting for new clients and products into truView platform.

This position is a hybrid role, which you can perform in our offices in Krakow or Gdansk. During the onboarding time it is important to us that you will be available fully in the office, what will help us to prepare you well to your work.

Your new role

As an Client Onboarding Expert you will:

  • Manage and support the onboarding process of new clients
  • Independently drive projects and other project-based tasks as assigned
  • Managing development of a streamlined and consistent operating model
  • Provide ongoing support and trainings to clients and operation teams
  • Ensure an efficient, accurate and error resistant setup prior to go-live
  • Collaborate with internal teams to ensure seamless integration and onboarding experience
  • Assist in specifying new functionality to further streamline operational processes
  • Work with local management on strategic initiatives and planning for business unit

What we value

The qualifications and skills needed to succeed in the role

  • Education: Degree in Finance, Business, Economics, Mathematics or related field is preferred but not essential
  • Experience: 2-6 years of experience in financial services, ideally in risk management or quantitative finance
  • Strong understanding of risk concepts, valuation methods and risk metrics (Value At Risk, Stress Testing, Exposures, Greeks, Back Testing)
  • Familiarity with one or more financial regulations and compliance requirements (e.g., MiFID, Basel III, UCITS, SEC rules etc.)
  • Client relationship management: Strong ability to interact professionally with clients, delivering high quality service
  • Problem-solving: Proactive in identifying and addressing potential challenges during the onboarding process
  • Communication: Good communication and English language skills (both written and verbal)
  • Attention to detail: Accuracy in handling client data and process documentation
  • Time management: Ability to manage multiple onboarding projects simultaneously, prioritizing tasks effectively
  • Team Collaboration: Strong teamwork skills to work cross -functionally with internal departments and teams across locations in North America, EMEA, APAC
  • Technical aptitude: Ability to quickly learn and use risk management tools and platforms

Additional Skills (Nice-to-Have):

  • Proven work experience with SQL query, advanced Excel
  • Certification in risk management (e.g., FRM, PRM, CFA) and/or project management (e.g.; Prince2, AgilePM, Certified Associate in Project Management (CAPM)
  • Typically 4+ years of experience in Financial Services
  • Strong understanding of financial markets and risk management techniques
  • Strong analytical ability and problem solving skills
  • Highly motivated, multi-task capable and willingness to learn and develop within role

What we offer
  • Permanent contract of employment 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
  • Employee savings plan
  • Kafeteria benefits system: Multisport Card
  • 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
  • Technical or leadership career pathway

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation weâre making our mark on the financial services industry. For more than two centuries, weâve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. Youâll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employeesâ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

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