Client Onboarding Senior Specialist, hybrid, Senior Associate

<p><span><b>About the role</b></span></p><p><b><span>State Street Portfolio and Risk Analytics</span></b> combines unique capabilities in data and analytics to better serve our clients and build relationships with new customers. Through information and insights, investment analytics and data solutions, our goal is to help our clients to generate the most value.</p><p>Our client offering provides a full suite of analytics that give clients insight into the risks and performance of their investment portfolios. Supporting all asset classes the platform produces analytics such as: Stress Testing, Value at Risk (VaR), position specific analytics for derivatives (Delta, Gamma, Vega etc.), fixed income characteristics such as duration and convexity, liquidity and ESG metrics.</p><p></p><p><span>We are looking for a candidate to join Client Onboarding Team. The successful candidate be responsible for setting up data flow, calculations and reporting for new clients and products into truView platform.</span></p><p></p><p><b><span>This position is a hybrid role, which you can perform in our offices in Krakow or Gdansk. During the onboarding time it is important to us that you will be available fully in the office, what will help us to prepare you well to your work.</span></b></p><p></p><h1><span><b>Your new role</b></span></h1><p></p><p><b><span>As an Client Onboarding Senior Specialist you will:</span></b></p><ul><li><p>Support the onboarding process of new clients</p></li><li><p>Being a part of projects and other project-based tasks as assigned</p></li><li><p>Developing a streamlined and consistent operating model</p></li><li><p>Provide ongoing support and trainings to clients and operation teams</p></li><li><p>Ensure an efficient, accurate and error resistant setup prior to go-live</p></li><li><p>Collaborate with internal teams to ensure seamless integration and onboarding experience</p></li><li><p>Assist in specifying new functionality to further streamline operational processes</p></li><li><p>Drive process automation and streamlining projects independently or by collaborating with dedicated development team.</p></li></ul><p></p><h1><span><b>What we value</b></span></h1><p></p><p><b><span>The qualifications and skills needed to succeed in the role:</span></b></p><ul><li><p><b><span>Education</span></b>: Degree in Finance/Economics/ Mathematics or related field is preferred but not essential</p></li><li><p>2-5 years of experience in financial services, ideally in risk management or quantitative finance</p></li><li><p>Strong understanding of risk concepts, valuation methods and risk metrics (Value At Risk, Stress Testing, Exposures, Greeks, Back Testing)</p></li><li><p><b><span>Problem-solving</span></b>: Proactive in identifying and addressing potential challenges during the onboarding process</p></li><li><p><b><span>Communication:</span></b> Excellent verbal and written communication skills to explain complex risk concepts and risk system capabilities to clients. Good communication and English language skills (both written and verbal)</p></li><li><p><b><span>Attention to detail:</span></b> Accuracy in handling client data and process documentation</p></li><li><p><b><span>Time management:</span></b> Ability to manage multiple onboarding projects simultaneously, prioritizing tasks effectively</p></li><li><p><b><span>Team Collaboration:</span></b> Strong teamwork skills to work cross -functionally with internal departments and team</p></li><li><p><b><span>Technical aptitude:</span></b> Ability to quickly learn and use risk management tools and platforms</p></li></ul><p></p><p><b><span>Additional Skills (Nice-to-Have):</span></b></p><ul><li><p>Familiarity with one or more financial regulations and compliance requirements (e.g., MiFID, Basel III, UCITS, SEC rules, ESG etc.)</p></li><li><p>Proven work experience with SQL query, Advanced Excel</p></li><li><p>Typically 2+ years of experience in Financial Services</p></li><li><p>Certification in risk management (e.g., FRM, PRM, CFA)</p></li><li><p>Strong understanding of financial markets and risk management techniques</p></li><li><p>Strong analytical ability and problem solving skills</p></li><li><p>Highly motivated, multi-task capable and willingness to learn and develop within role</p></li></ul><p></p><h1><span><b><b>What we offer</b></b></span></h1><ul><li><p>Permanent contract of employment from day one</p></li><li><p>Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)</p></li><li><p>Gold medical package for employees and their families (partner and children)</p></li><li><p>Premium life insurance package and private pension plan</p></li><li><p>Employee savings plan</p></li><li><p>Kafeteria benefits system: Multisport Card</p></li><li><p>Wide range of soft skills training, technical workshops, language classes and development programs</p></li><li><p>Opportunities to volunteer your time to company-driven initiatives, employee networks or organiz