Who we are looking for: 

The Portfolio Services team is a dedicated global business team working with Clients, SSC IT, client service, and the business operations teams to ensure accurate end-to-end oversight of Middle Office Information Delivery to our clients. The Portfolio Services team is responsible for ensuring the Investment book of records is accurately maintained. 

  

The role will be involved in leading a team of specialists with various people management tasks, but also will act as a Subject Matter Expert in the Portfolio Services - will interact with the Clients’ investment operations, external custodian/accounting agents and internal SSC parties in identifying issues as well as managing suitable resolution. The role will need to initiate and develop good communication and interpersonal relationship with business operations teams and external parties and to maintain the high level of service for a priority client.  

  

Why this role is important to us: 

The team you will be joining is a part of State Street Global Delivery. Our clients are faced with challenges of expanding globally, seeking new sources of growth and innovation, managing an increasing amount of data, facing cost pressures and keeping pace with regulation and risk. As a result, we need to meet the needs of our client and to provide them with excellent delivery of their portfolio data. 

Your new role

As an Alpha Service Team Manager you will: 

• Ensure client queries relating to the recordkeeping system and specifically cash and position reconciliations are tracked, with proactive management to ensure timely response and resolution. 

  Investigate and resolve operational problems (e.g. Asset Servicing, Trade Operations, Client Reporting). 

• Working as a subject matter expert on Portfolio Services functions 

• Supporting onboarding new Clients, therefore CRD and Middle Office processes knowledge is required 

• Act as a force of proposition and proactive communication for the client regarding the delivery of the portfolio data and the controls performed to increase their understanding and satisfaction. 

• Communicate effectively on issues / problems to the Client and to SSC management and ensure proper and timely follow-ups to ensure resolution. 

• Provide guidance, support, act as resource and assist team members from multiple operational areas. 

• Driving review of Operating Models, Service Level Agreements, and Key Performance Indicators 

• Ensuring cross-training and procedure updates to ensure enough coverage to cover daily business 

• Motivating and developing team members, working on succession plans, cover managers´ admin responsibilities (i.e. holiday management, work time reporting) 

• Ensuring equal and appropriate workload distribution, analyzing Perfect View reports and implementing changes 

• Assisting in gathering and preparing project information by attending and facilitating client and internal meetings 

• Acting as the escalation contact for Client Middle Office Teams on more complex queries/issues/ breaks requiring end-to-end portfolio services support 

• Assisting in the analysis of current/proposed processes and recommend solutions and process improvements 

What we value

These skills will help you succeed in this role: 

• Portfolio valuations reconciliations/investigations experience is a must

• Excellent technical ability, excellent analytical skills are essential for this role. 

• Strong communication and presentation skills to audiences of different sizes and levels of seniority. 

• Self-motivated, adaptable and show initiative in different circumstances and under pressure. 

Education & Preferred Qualifications 

• Degree in Finance, Accountancy, or Business-related degree 

• 5+ years of financial services industry experience: experience in

• Custody and/or Fund Administration functions is an asset 

• Experience in CRD and Middle Office processes is required 

• Good working knowledge of Excel 

• Good English skills (both in written and verbal communication) 

• Experience in client service considered a plus 

Work requirements:

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

Minimum Salary:​

zł132,000 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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