Investment Portfolio Analysis Expert, 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.
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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
- 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
- Hybrid working model - split between working from home and working from the office
- Employee savings plan
- Multisport card
- Premium life insurance package
- Gold medical package for employees and their families (partner and children)
- Additional holidays - Birthday Day Off, 3rd and 5th year anniversary Day Off
- International operating environment
- Language classes
- Soft skills trainings
- Technical workshops
- Development sessions with a mentor
- Diversity of opportunities across a range of challenging and highly complex activities
- Networking groups and committees
- Variety of well-being programs
- Paid days off to volunteer time to company-driven initiatives or organizations of choice
- 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 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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