State Street

Investment Portfolio Analysis Specialist - Associate 1

State Street
Gdansk, Poland/BIG - Zielinskiego Krakow
Not disclosed
12 Apr 2024
23 Apr 2024
Approved employers
Approved employer
Contract type
Full time
Experience level
Entry level, Graduate scheme

Who we are looking for?

You! You will be the brains behind our work. Are you ready to bring your knowledge from the classroom to a world leading recognized brand? We are looking for newly qualified graduates from all disciplines to take up opportunities across a number of departments in State Street. We will equip you with the knowledge and training that you need to play a valuable role on your team and develop a long term career with us here in State Street. We recruit year round across our enterprise.

Why this role is important to us

The team you will be joining is a part of State Street Global Delivery (SSGD). SSGD gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate. SSGD’ tools help our clients make better investment choices and act on growth opportunities.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As a graduate you have the possibility to join a variety departments across the company. Outlined below are some of these departments.

Investment Portfolio Analysis Specialist – you will be responsible for:

  • Performing 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
  • Assisting manager and team members 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

What we value

These skills will help you succeed in this role:

  • Analytics skills and attention to details
  • Team skills, collaboration & listening
  • Communication skills - verbal and written in English
  • Experience in using Microsoft Office
  • Curiosity and willingness to learn
  • BA or MA degree in any discipline will be an asset; other educational background acceptable (knowledge and experience in data analysis, economy, finance, math or statistics related fields are highly valued)

Your new team

As Investment Portfolio Analysis Specialist you will join Alpha Portfolio Services Team.

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 get if you join us as Investment Portfolio Analysis Specialist?

If you are looking for a role offering wide and varied scope of responsibilities as well as opportunities to develop your career path this is the position tailored to your needs and career aspirations.

This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

What We Offer

  • Permanent contract of employment 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
  • Employee savings plan
  • Multisport Card
  • 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
  • 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.

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.

Apply today – we are committed to teaching you the ropes for your successful career in State Street

For further information, and to apply, please visit our website via the “Apply” button below.

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