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Senior Investment Portfolio Analysis Specialist, Associate 2
State Street. Performing and reviewing daily checks on file deliverables to the clients and investigating discrepancies .
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 1+ years of financial services industry experience is an asset
- Professional experience from a different area is acceptable
- Working knowledge of MS Excel
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
MS Excel
Soft Skills
communicationteam collaborationproblem-solvingleadershipownershipguidancesupportcontinuous improvement