Investment Portfolio Analysis Senior Expert, Officer

Who we are looking for An open-minded person who would like to contribute to expansion of Alpha footprint in Poland. A professional who will join our team and will be responsible for provision of end-to-end client service, for example: comparing records of client`s Front Office System kept at State Street, flagging and resolving differences and raising inquiries with internal teams. Additionally, will be responsible for direct support of the Front Office: addressing queries and analysis of client´s portfolio. Someone who has a proactive mindset to inform other business units of potential issues further downstream. Work organization requirement: Hybrid work model with 3 days of office work per week 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 Managing day-to-day deliverables, performing checks, investigating discrepancies and ensuring timely resolution of identified issues and queries Working as a subject matter expert on Portfolio Readiness functions Assisting in gathering and preparing project information by attending and facilitating client and internal meetings Displaying a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role, engaging teams as needed to gain consensus Developing and maintaining relationships with clients and internal/external stakeholders to help aid the successful delivery of service Driving review of Operating Models, Service Level Agreements, and Key Performance Indicators Acting as the escalation contact for Client Middle Office Teams on more complex queries/issues/ breaks requiring end-to-end portfolio services support Assisting in the analysis of current/proposed processes and recommend solutions and process improvements Maintaining effective communication with colleagues and management, actively working with other team members (also from different locations) to build team spirit to be able to grow as a global group Motivating and developing team members, working on succession plans, cover managers´ admin responsibilities (i.e. holiday management, work time reporting) Ensuring equal and appropriate workload distribution Adhering to internal procedures and best practices at all times, and ensuring all activities are compliant with corporate standards  What we value Strong critical thinking, problem-solving, and decision-making skills Team or project management experience Good time management, organizational, and team working skills Flexibility in working outside of your responsibilities and areas of expertise Strong communication skills with audiences of different levels of seniority Self-motivation, ability to adapt and show initiative in different circumstances or under pressure Education & Preferred Qualifications Degree in Finance, Accountancy, or Business-related degree 5+ years of financial services industry experience: experience in Custody, Middle Office, Fund Administration functions is an asset Good working knowledge of Excel Good English skills (both in written and verbal communication) Experience in client service considered a plus 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