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State Street Bank Poland
Data aktualizacji: 2021-07-29
Financial Analyst, Officer
Nr ref. R-657214
Kraków, małopolskie
Bankowość, Księgowość, Analiza
Data aktualizacji: 2021-07-29
State Street Bank Poland
Financial Analyst, Officer
Financial Analyst, Officer
Location: Kraków

Who we are looking for

Financial Analyst with Investment Compliance profile or ambitions; an SME in Lawcard area with focus on regulatory rules advisory; excellent communication and language skills (Eng is a must, Ger will be a strong asset, other EU language as a plus); ability to own and deliver not only in BAU but also in additional projects; client facing experience would be a plus as well; strong team player; MIG and / or CRIMS knowledge would be a plus.


Why this role is important to us

The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.


What you will be responsible for

As Financial Analyst you will be responsible for

  • Research and analysis of local and global regulations within the Funds industry (e.g. UCITS, AFIMD, 1940 act) as well as technical requests from our client Producing new LawCards or update existing LawCards (Rulewriting, Testing, Documentation in the LawCard Portal) - responsibility for LawCardTM  as State Street product
  • Establishing and test system-based rules to review investor compliance
  • Consulting for implementation of new asset classes, attributes, compliance rules etc
  • Supporting, Bugfixing, Customer Hotline
  • Concepts (Liquidity Risk Monitoring, Net Short Position, CDS and or any new topic related to monitoring of investments by fund managers) Events / Presentations (Visiting external events, Prepare and execute LawCard
  • Events organized for clients)
  • Assisting Professional Service Team & Lead or support of various projects Visiting Customers personally, Sales and presales activities as per need
  • Maintaining contact to regulators and industry associations (e.g. ESMA, FCA, SEC, EFAMA)


What we value

These skills will help you succeed in this role

  • Good understanding of different financial instruments and mechanisms driving fund industry
  • Analytical mind, allowing candidate to understand existing and new regulations (ie. UCITS) and translate it into system language
  • Accuracy and ability to work with deadlines
  • Ability to prioritize, pay attention to details and understand customer requirements
  • Ability to establish and maintain professional contacts and relationships within the company


Education & Preferred Qualifications

  • Experience in Investment Compliance would be a plus
  • Ability to work independent and take responsibility for assigned items
  • Fluency in English required, German or French knowledge is a plus
  • Knowledge of SQL is a plus
  • CFA Certification, FRM Financial Risk Manager or CRM Certified Risk Manager certification would be a strong asset
  • Excellent computer skills including knowledge of Excel spreadsheets and database applications


We offer

We offer great development opportunities not only in Investment Compliance area but also in full set of soft skills like project management, client relationship management, advisory, consulting. Lawcard TM is as small, international team with high end scope of work.

  • Flexible working hours (restricted to the current business need) 
  • No Intra-day deadlines 
  • Interesting, non-repetitive process 
  • Possibility to Work From Home 
  • Employee savings plan 
  • Premium life insurance package 
  • VIP medical package 
  • International operating environment 
  • Language classes 
  • Soft skills training's 
  • Technical workshops


About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

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