Investment Portfolio Analysis Senior Expert, hybrid, Officer

1 tydzień temu

Kraków, Lesser Poland State Street Pełny etat

About the Role

We are seeking a skilled Senior Investment Portfolio Analysis Expert to join our team in a hybrid role. As a key member of our team, you will be responsible for providing end-to-end client service, including comparing client records, flagging discrepancies, and resolving issues. You will also be responsible for direct support of the Front Office, addressing queries, and analyzing client portfolios.

About the Team

Our team is responsible for providing investment services to our clients. We are a dynamic and collaborative team that values innovation, teamwork, and client satisfaction. As a Senior Investment Portfolio Analysis Expert, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional results.

Key Responsibilities

  • Manage day-to-day deliverables, perform checks, investigate discrepancies, and ensure timely resolution of identified issues and queries.
  • Work as a subject matter expert on Portfolio Services functions.
  • Assist in gathering and preparing project information by attending and facilitating client and internal meetings.
  • Develop and maintain relationships with clients and internal/external stakeholders to help aid the successful delivery of service.
  • Drive review of Operating Models, Service Level Agreements, and Key Performance Indicators.
  • Act as the escalation contact for Client Middle Office Teams on more complex queries/issues/breaks requiring end-to-end portfolio services support.
  • Assist in the analysis of current/proposed processes and recommend solutions and process improvements.
  • Maintain 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.

About State Street

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.

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