RESEARCH SUPPORT - FINANCIAL MARKETS - POLAND

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

DETAILS

• Role: Research Support (Financial Markets)
• Department: Equity Research
• Duration: Permanent
• Start Date: asap
• Location: Poland
• Salary: As per Kepler Cheuvreux's policy

KEPLER CHEUVREUX

Kepler Cheuvreux is a leading independent European financial services company that specialises in Research, Execution, Fixed Income and Credit, Listed Derivatives, Structured Solutions, Corporate Finance, and Asset Management.

The Group employs around 650 people and is present in 14 major financial centres in Europe, the US and the Middle East: Amsterdam, Brussels, Dubai (DIFC), Frankfurt, Geneva, London, Madrid, Milan, New York, Oslo, Paris, Stockholm, Warsaw, and Zurich.

Group key figures:

• 1st independent European equity broker.
• 1st Equity Research coverage in Continental Europe.
• 1st Country Broker and Research (Extel 2026).
• “World’s Best Broker” (Euromoney Capital Markets Awards 2025).
• 14 major financial centres in Europe, US and the Middle East.
• +650 employees.
• +1'300 institutional clients.
• EUR15bn of assets under management as of end-May 2026

THE ROLE

We are looking for a hands-on Research Support Specialist to join our Equity Research Support team, combining recurring operational support with data management and automation.

You will own weekly, monthly and quarterly workflows, support earnings seasons and maintain tools and automated processes used across Research.

YOUR RESPONSIBILITIES

• Produce and maintain recurring Research Support outputs, including selected lists, stock guides, screenings, dividend files, compliance files and earnings-season monitoring.
• Manage and quality-control data from internal and market-data sources; investigate breaks and ensure accurate, timely delivery.
• Run, monitor and maintain existing automated processes and reporting tools, primarily using Excel, with some exposure to Power BI, Power Automate and other internal tools.
• Support analysts, Sales, Clients and Research Content Management with ad hoc data and screenings requests, reporting tools, history extractions and rule-based checks.
• Identify manual tasks that can be simplified or automated, document processes clearly and ensure robust day-to-day continuity.

YOUR PROFILE & SKILLS

• A practical IT/data profile with a strong interest in finance (accounting) and stock markets. Vocational or technical training, an apprenticeship or equivalent hands-on experience is welcome; a university degree is not required.
• Strong Excel skills and confidence working with structured datasets, recurring files and data-quality checks, with a reliable and methodical approach and attention to details and deadlines.
• Familiarity with VBA, Power BI, Power Automate, AI tools or basic scripting/data queries would be an advantage, but advanced programming skills are not required.
• Comfortable learning internal systems and market-data tools; Bloomberg, FactSet or similar experience is a plus.
• Good problem-solving skills and the ability to work independently while coordinating with Research, Sales, IT and data teams.
• Fluent English; an additional European language would be an advantage.

RECRUITMENT PROCESS

• Between 2 and 3 rounds of interviews with practical questions on Excel/data handling, troubleshooting and automation.

You will need a flexible and creative approach in order to flourish in our international environment and succeed with our diverse client base. If you possess these qualities and would like to be part of Kepler Cheuvreux’s story, then come and join us!

Please note that Kepler Cheuvreux promotes equal opportunity. All applications will be given due consideration.