ApplySarthi

Investment Portfolio Analysis Expert, hybrid, Senior Associate

Statestreet

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This role on the market

554 open investment roles across 37 companies are on ApplySarthi right now, most of them in Hyderabad (20), Bengaluru (18), Mumbai (10).

What investment roles keep asking for: Excel (18%), Accounting (14%) — counted across their open postings here.

Excel jobs

Statestreet has 1,104 open roles listed here.

Counted across 14 company job boards, updated as roles open and close.

Preparing for this interview

Interviews for investment roles keep coming back to Excel, Accounting. Practise those questions before you sit with Statestreet.

Questions you are likely to be asked

  1. Why do you want to join Statestreet?
  2. What is your experience with Excel? Tell me one thing you learned the hard way.
  3. Tell me about yourself, and why this role is the right next step.
  4. Tell me about a problem you solved at work that you are proud of.
  5. Tell me about a time you disagreed with your manager. What happened?

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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. Someone who already has chosen finances as his life’s career path and wants to excellence his knowledge. Surrounding great professionals will help grow both in personal and professional development. 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. Your new role As an Investment Portfolio Analysis Expert you will be responsible for: 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, taking ownership over resolution process 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 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 Leading initiatives to strengthen team collaboration and engagement, supporting a culture of continuous improvement. What we value Skills and competencies: Critical thinking, problem solving, and decision-making skills Good client service skills; ability to interact and communicate with various level business partners Good time management, organizational and team working skills Adaptability, high level of self-motivation and ability to show initiative is an asset Good command of English language Proactive mindset and "can do" attitude is a plus Willingness to learn and discover the industry Education & Preferred Qualifications: 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 Work requirements: Hybrid role model: required at least 3 days from the office per week Minimum Salary: ​ zł87,000 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. 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

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Listed on workday · posted 2026-10-07. ApplySarthi collects openings and links to application pages; the role is advertised by Statestreet, not by us.