Senior Associate – Investment Portfolio Analysis

State Street

Investment Portfolio Analysis Expert at State Street handling client deliverables and stakeholder collaboration. Responsible for daily checks, issue resolution, and team guidance in a hybrid role.

Posted 4/17/2026full-timeKrakow • 🇵🇱 PolandSenior💰 PLN 87,000 per yearWebsite

About the role

Key responsibilities & impact

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
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
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

Requirements

What you’ll need

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
Good command of English language and willingness to learn and discover the industry.

Benefits

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

MS Excel

Soft Skills

communicationteamworkproblem-solvingrelationship managementleadershipcustomer serviceconsensus buildingissue resolutionstrategic thinkingmentoring