Investment Portfolio Analysis Expert, hybrid, Senior Associate

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 his life’s career path and wants to excellence his 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.

Your new role

As an Investment Portfolio Analysis Expert you will be responsible for:

• Performing, reviewing and coordinating 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, suggesting improvements, taking ownership over resolution process

• 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

• Leading initiatives to strengthen team collaboration and engagement, supporting a culture of continuous improvement.

What we value

Skills and competencies:

• 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

Work requirements:

• Hybrid role model: required at least 3 days from the office per week

Minimum Salary:​

zł87 000 Annual

The minimum salary quoted above applies to the role in the primary location specified. If the candidate ultimately works outside of this primary location, the applicable minimum salary may differ.​

Salary will be determined based on factors such as the position, type of work performed, individual skills, job description, working hours, diligence, initiative, self-management, length of employment, availability, and the quantity and quality of work delivered, as well as other objective and non-discriminatory criteria relevant to State Street employees.​

In addition to salary, employees are eligible to be considered for discretionary annual performance-based awards.​

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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​

• 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​

• Additional benefits available depending on the seniority of the role

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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