European Shareholder Services Specialist, Associate 2
State Street is hiring a European Shareholder Services Specialist, Associate 2 in Krakow, Poland. It pays PLN 68k a year and Level rates it ; you can apply on State Street.
Level's read on this job
- Level rates this role Little AI ●○○○: aI is not part of the work.
- Tools and skills the posting cites include Excel, shareholder services and investment operations.
- Level classifies it as a mid-level role.
- Level lists 1,000+ other open roles at State Street.
- The role was posted in the last few days.
AI in this role
Analyze data, produce operational reports, and support communication between investment clients and portfolio managers.
Job Description
Who we are looking for:
We are looking for an ambitious, Hardworking & Self-Reliant individual to join our European Shareholder Services team, part of the Investment Operations function and is responsible for enabling communication between clients and Portfolio Managers.
Why this role is important to us:
The team you will be joining is a part of State Street Investment Management (SSIM), one of the top asset managers in the world, that provides services to the world’s governments, institutions, and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions, and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.
Join us if making your mark in the asset management industry from day one is a challenge you are up for.
As you grow in the role you will be responsible for:
- Analysing data and helping produce operational reports used for daily monitoring and risk oversight.
- Following and maintaining standard operating procedures (SOPs); identifying gaps and raising improvement ideas with the team.
- Contributing to continuous improvement initiatives by highlighting inefficiencies and supporting agreed changes.
- Working collaboratively with colleagues in other locations to ensure consistency of processes and sharing of best practices.
- Supporting projects related to efficiency, automation, and process enhancements across the team.
What you will benefit from this role
- Structured onboarding and on‑the‑job training in investment operations and Transfer Agency activities.
- Exposure to end‑to‑end fund operations within a global asset management organisation.
- Development of analytical, problem‑solving, and stakeholder communication skills in a supportive team environment.
- Clear ownership of defined tasks, with increasing responsibility as your knowledge and confidence grow.
- Opportunities to learn from experienced colleagues and contribute ideas in a culture that values accuracy, integrity, and continuous improvement.
Education & preferred qualifications
- Bachelor’s degree (preferably in finance, economics, accounting, business, analytics, or a related field).
- Very good command of English (written and spoken). Additional languages are a plus.
- Comfortable working with Excel and data (e.g. reconciliations, basic reporting, pivot tables).
- Prior experience in Transfer Agency, Fund Administration, Middle Office, or operations is an advantage.
- Minimum 1 year of job experience required.
Please Note: you’ll be expected to be in the office at least 3 days per week.
Minimum Salary:
zł68,004 AnnualThe 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.
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.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Załącznik do standardu Whistleblowing i Speak Up SSBI GmbH dla Oddziału w Polsce
How we rate this
European Shareholder Services Specialist, Associate 2 at State Street rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Prepare for this job
Built from this posting and from similar jobs on Level.
Skills and AI tools this role asks for
Questions you could be asked
- Tell me about a project where shareholder services was part of your work. What did you do?
- Tell me about a project where investment operations was part of your work. What did you do?
- Tell me about a project where data analysis was part of your work. What did you do?
- Tell me about a project where reconciliations was part of your work. What did you do?
- Tell me about a project where reporting was part of your work. What did you do?
Adapt your resume
- List these exact terms on your resume: Shareholder Services, Investment Operations, Data Analysis, Reconciliations, and Reporting. An applicant tracking system matches the wording, not the idea.
- Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
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