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. Someone who already has chosen finances as his life’s career path and wants to excellence his knowledge. Surrounding great professionals will help grow both in personal and professional development.

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.

Your new role

As an Investment Portfolio Analysis Expert you will be responsible for:

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

• Taking ownership of the issues resolution, engaging others to gain consensus

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

• Developing and maintaining relationships with client´s representatives, and internal/external stakeholders to help aid successful delivery of service

• Working together with global team members to discuss strategic initiatives and close out issues

• Maintaining effective communication with colleagues and the 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

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

What we value

Skills and competencies:

• Critical thinking, problem solving, and decision-making skills

• Good client service skills; ability to interact and communicate with various level business partners

• Good time management, organizational and team working skills

• Adaptability, high level of self-motivation and ability to show initiative is an asset

• Good command of English language

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

• Willingness to learn and discover the industry

Education & Preferred Qualifications:

• 3+ years of financial services industry experience: experience in Custody, Middle Office, Fund Administration functions is an asset

• Customer service or professional experience from a different area than above-listed is acceptable

• Working knowledge of MS Excel

Work requirements:

• Hybrid role model: required at least 3 days from the office per week