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Senior Investment Compliance Analyst in Kraków, overseeing client portfolio compliance & investment restrictions.
Hybrid role with 3 days in office, offering competitive salary, comprehensive benefits, and extensive professional growth.
Purpose Of Role
Senior Investment Compliance Analyst will be responsible for monitoring compliance results on client portfolios related to Regulatory and Investment Manager (IM) mandates. Utilizing State Street’s Investment Compliance & Reporting platform, the qualified candidate will complete the research, analysis and reporting to ensure portfolios are in compliance with their investment restrictions.
Technical Competencies
Reviewing work and assisting team supervisor Point of expertise for complex breach analysis Review all reporting produced by the Associates Liaises with internal clients and supporting departments for the purpose of obtaining key inputs to service delivery Performs special projects and other tasks as assigned by the Team Supervisor Assists Team Supervisor in implementing new procedures and controls Maintaining and fostering a team environment
Monitoring Investment Compliance
Investigate violations on the automated compliance monitoring system · Record findings of investigation on the system
Data control checks
Compare and confirm accuracy of fund data as it appears in the system Advise data teams of any discrepancies in a timely fashion Ensure agreed timelines are adhered to Generate and attach reports as required in a timely manner Ensuring data is accurate and ready for client use
Involvement in departmental ad-hoc projects
Involvement in departmental ad-hoc projects
Training and personal development
Take responsibility for personal development and training Provides direction and training to staff in the course of their day-to-day work and provides guidance and an adequate source of help for questions Actively participates in the development of new hires in the team Supports and guides them in the knowledge of all technical aspects of the work, as well as in the work organization Actively participate in the appraisal process by completing a self-evaluation and suggesting appropriate development.
Work Parameters or Boundaries
Internal State Street Poland procedures & regulations Various Regulations – required for understanding of funds investment compliance requirements My WorkDay’s Talents and Performance System
Qualifications/Skills
Excellent analytical and mathematic skills Knowledge about financial services, securities sector and capital markets Accuracy and ability to work to tight deadlines PC literate and competent in use of spreadsheets and word processing Very good understanding of investment compliance processes Independence in solving complicated cases in the field of compliance investment processes Strong problem-solving skills Experience utilizing Bloomberg Experience in working with legal documentation in English Ability to establish and maintain professional contacts and relationships within the company Excellent English communication
Critical behaviors for success as defined by the Performance Review System at core level
Takes Ownership and Initiative Ensures accuracy and quality · Provides outstanding service Communicates Effectively Displays Insight & Influence Fosters Collaboration and Teamwork
Level Of education
Accountancy/Law or Business/ IT related degree (preferred)
Previous level of experience
At least 1 year experience in investment compliance (preferred) or fund industry.
Note: This role requires hybrid mode - minimum 3 days/week work in office.
Note: This role requires hybrid mode - minimum 3 days/week work in office.
Minimum Salary
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
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.
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.
Equal Opportunity Employer
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