Level

State Street

Investment Portfolio Analysis Senior Specialist, Associate 2

State Street is hiring an Investment Portfolio Analysis Senior Specialist, Associate 2 in Gdansk, Poland. It pays PLN 68k a year and Level rates it ; you can apply on Level.

AI in this role

Perform daily checks and file deliverable reviews while investigating discrepancies within an asset servicing platform.

ms-excel
portfolio-analysisdata-reconciliationproblem-solvingclient-support

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. We are looking for someone who believes that constant and conscious daily work combined with a passionate attitude can bring you to your best version – and people around you will be ready to support you on this journey.

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

  • Performing and reviewing daily checks on file deliverables to the clients and investigating discrepancies

  • Monitoring daily processes and internal/external communication, flagging any issues during group discussions or to the manager, suggesting improvements

  • Assisting manager and taking ownership to close out issues, 

  • Maintaining effective communication with colleagues and 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

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

What we value

  • Critical thinking and problem solving

  • Good time management, organizational and team working skills

  • Good command of English language

  • Proactive mindset and "can do" attitude is a plus

  • Willingness to learn and discover the industry

Education & Preferred Qualifications

  • 1+ years of financial services industry experience is an asset

  • Professional experience from a different area 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 

Note: The role requires a minimum of three days per week working form the office

Minimum Salary:​

zł68,004 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.​

​

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

State Street's Speak Up Line

Załącznik do standardu Whistleblowing i Speak Up SSBI GmbH dla Oddziału w Polsce

How we rate this

Investment Portfolio Analysis Senior 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.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Open the description and count.

Prepare for this job

A free preview built only from this posting: what it asks for, what you could be asked in an interview, and how to adjust your resume.

Skills and AI tools this role asks for

Portfolio AnalysisData ReconciliationProblem SolvingClient SupportMs Excel

Questions you could be asked

  1. Tell me about a project where portfolio analysis was part of your work. What did you do?
  2. Tell me about a project where data reconciliation was part of your work. What did you do?
  3. Tell me about a project where problem solving was part of your work. What did you do?
  4. Tell me about a project where client support was part of your work. What did you do?
  5. Walk me through how you've used Ms Excel in your day-to-day work.

Adapt your resume

  • List these exact terms on your resume: Portfolio Analysis, Data Reconciliation, Problem Solving, Client Support, and Ms Excel. 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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