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Investment Portfolio Analysis Senior Specialist, Associate 2

State Street · Krakow, Poland · Poland

Senior Specialist – Investment Portfolio Analysis in Krakow, strengthening Alpha’s asset servicing platform. Hybrid role with growth, training, and comprehensive benefits, focused on collaboration and continuous improvement.

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Senior Specialist – Investment Portfolio Analysis in Krakow, strengthening Alpha’s asset servicing platform.

Hybrid role with growth, training, and comprehensive benefits, focused on collaboration and continuous improvement.

Who we are looking for

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. We are looking for someone who believes that constant and conscious daily work combined with a passionate attitude can bring you to your best version – and people around you will be ready to support you on this journey.

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

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.

What we value

Critical thinking and problem solving

Good time management, organizational and team working skills

Good command of English language

Proactive mindset and "can do" attitude is a plus

Willingness to learn and discover the industry

Education & Preferred Qualifications

1+ years of financial services industry experience is an asset

Professional experience from a different area is acceptable

Working knowledge of MS Excel

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 Off, 3rd and 5th year anniversary Day Off

International operating environment 

Language classes 

Soft skills trainings 

Technical workshops 

Development sessions with a mentor 

Diversity of opportunities across a range of challenging and highly complex activities 

Networking groups and committees 

Variety of well-being programs 

Paid days off to volunteer time to company-driven initiatives or organizations of choice 

Technical or leadership career pathway 

Note: The role requires a minimum of three days per week working form the office

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 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.

In addition to salary, employees are eligible to be considered for discretionary annual performance-based awards.

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.

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.

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