Investment Operations Lead: Client Success & Process Excellence

State Street; Polska; On-site; PLN 120,000 - 180,000; Full time

Job summary

A leading asset management firm in Poland is seeking an experienced Investment Operation Specialist, Senior Associate, to manage compliance with policies and enhance client satisfaction. Responsibilities include overseeing transaction processing, maintaining client relationships, and leading improvement projects. Ideal candidates will possess a Bachelor's degree and have significant experience in the financial industry. The company offers a permanent contract, additional holidays, comprehensive health benefits, and various professional development opportunities.

Benefits

Permanent contract of employment

Additional holidays

Gold medical package for employees

Premium life insurance

Employee savings plan

Multisport Card

Qualifications

• Support coordination of daily tasks and ensure accuracy.
• Liaise with clients regarding ad-hoc issues.
• Lead improvement projects with management.

Responsibilities

• Coordinate day-to-day tasks ensuring accuracy.
• Maintain primary portfolios and manage transactions.
• Address queries and provide technical support.

Skills

Advanced command of English

Well-developed communication skills

Ability to work with deadlines

Flexibility and commitment

Ability to work on own initiative

Education

Bachelor's degree in finance, accounting, or technology

Equivalent work experience (3-4+ years) in Middle Office, Finance or Accounting

Job description

A leading asset management firm in Poland is seeking an experienced Investment Operation Specialist, Senior Associate, to manage compliance with policies and enhance client satisfaction. Responsibilities include overseeing transaction processing, maintaining client relationships, and leading improvement projects. Ideal candidates will possess a Bachelor's degree and have significant experience in the financial industry. The company offers a permanent contract, additional holidays, comprehensive health benefits, and various professional development opportunities.