Investment Portfolio Analysis Expert, hybrid, Senior Associate

An Investment Portfolio Analysis Expert will be responsible for performing, reviewing and coordinating daily checks on file deliverables to clients and investigating discrepancies, and working together with global team members to discuss strategic initiatives and close out issues.

Requirements

• Performing, reviewing and coordinating daily checks on file deliverables to 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 representatives, and internal/external stakeholders to help aid successful delivery of service
• 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

Benefits

• 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