Equity Research Data & Automation Specialist

Kepler Cheuvreux; Warszawa; On-site; PLN 80,000 - 110,000; Full time

Job summary

Kepler Cheuvreux is seeking a hands-on Research Support Specialist to join the Equity Research Support team in Poland. You will manage recurring workflows, support earnings seasons, and maintain tools and automated processes used across Research.

You will work with Excel-based outputs, data from internal and market sources, and tools like Power BI/Power Automate while assisting analysts, Sales, and clients. Fluency in English is required; knowledge of other European languages is a plus.

Qualifications

• Practical IT/data profile with interest in finance and stock markets.
• Strong Excel skills with structured datasets and data-quality checks.
• Familiarity with VBA, Power BI, Power Automate, AI tools or basic scripting would help.
• Comfortable learning internal market-data tools such as Bloomberg or FactSet.

Responsibilities

• Produce and maintain recurring Research Support outputs (lists, stock guides, screenings, dividend files, compliance files, earnings-season monitoring).
• Manage and quality-control data from internal and market-data sources; investigate breaks and ensure timely delivery.
• Run, monitor and maintain automated processes and reporting tools (Excel-centric, with Power BI/Power Automate exposure).
• Support analysts, Sales, Clients and Research Content Management with ad hoc data and screening requests.
• Identify manual tasks that can be automated and document processes for continuity.

Skills

Excel

Data handling

Problem solving

Attention to detail

Independent work

English fluency

VBA/Power BI familiarity

Tools

Bloomberg

FactSet

Power BI

Power Automate

Job description

Kepler Cheuvreux is seeking a hands-on Research Support Specialist to join the Equity Research Support team in Poland. You will manage recurring workflows, support earnings seasons, and maintain tools and automated processes used across Research.

You will work with Excel-based outputs, data from internal and market sources, and tools like Power BI/Power Automate while assisting analysts, Sales, and clients. Fluency in English is required; knowledge of other European languages is a plus.