Hybrid Investment Portfolio Analysis Senior Specialist, Associate 2

Posted 3 hours ago

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About the role

  • Investment Portfolio Analysis Senior Specialist reviewing file deliverables and supporting client communication in financial services. Engaging in team collaboration and improving internal processes with a hybrid work model.

Responsibilities

  • 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.

Requirements

  • 1+ years of financial services industry experience is an asset
  • Professional experience from a different area is acceptable
  • Working knowledge of MS Excel

Benefits

  • 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
  • Variety of well-being programs
  • Paid days off to volunteer time to company-driven initiatives or organizations of choice
  • Technical or leadership career pathway

Job title

Investment Portfolio Analysis Senior Specialist, Associate 2

Job type

Experience level

Senior

Salary

PLN 68,004 per year

Degree requirement

High School Diploma

Location requirements

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