Investment Portfolio Analysis Expert, hybrid, Senior Associate

5 miesięcy temu

Kraków, Polska State Street Pełny etat

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 life’s career path and wants to excellence the 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.

What you will be responsible for

As the Investment Portfolio Analysis Expert you will be:

Performing 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.

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.

What we value

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

What 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

Cafeteria system

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

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 we’re making our mark on the financial services industry. For more than two centuries, we’ve 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. You’ll 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 employees’ 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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