Investment Portfolio Analysis Senior Expert, hybrid, Officer
5 miesięcy temu
Who we are looking for
An open-minded person who would like to contribute to expansion of Alpha footprint in Poland. A professional who will join our team and will be responsible for provision of end-to-end client service, for example: comparing records of client`s Front Office System kept at State Street, flagging and resolving differences and raising inquiries with internal teams. Additionally, will be responsible for direct support of the Front Office: addressing queries and analysis of client´s portfolio. Someone who has a proactive mindset to inform other business units of potential issues further downstream.
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 Senior Expert you will be:
Managing day-to-day deliverables, performing checks, investigating discrepancies and ensuring timely resolution of identified issues and queries.
Working as a subject matter expert on Portfolio Services functions.
Assisting in gathering and preparing project information by attending and facilitating client and internal meetings.
Displaying a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role, engaging teams as needed to gain consensus.
Developing and maintaining relationships with clients and internal/external stakeholders to help aid the successful delivery of service.
Driving review of Operating Models, Service Level Agreements, and Key Performance Indicators.
Acting as the escalation contact for Client Middle Office Teams on more complex queries/issues/ breaks requiring end-to-end portfolio services support.
Assisting in the analysis of current/proposed processes and recommend solutions and process improvements.
Maintaining effective communication with colleagues and management, actively working with other team members (also from different locations) to build team spirit to be able to grow as a global group.
Adhering to internal procedures and best practices at all times, and ensuring all activities are compliant with corporate standards.
What we value
Strong critical thinking, problem-solving, and decision-making skills
Team or project management experience
Good time management, organizational, and team working skills
Flexibility in working outside of your responsibilities and areas of expertise
Strong communication skills with audiences of different levels of seniority
Self-motivation, ability to adapt and show initiative in different circumstances or under pressure
Education & Preferred Qualifications
Degree in Finance, Accountancy, or Business related degree
5+ years of financial services industry experience: experience in Custody, Middle Office, Fund Administration functions is an asset
Good working knowledge of Excel
Good English skills (both in written and verbal communication)
Experience in client service considered a plus
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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