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State Street Bank
State Street Bank
location iconLocations: Kraków
level iconLevel: specialist
time iconWorking hours: Full time
Nordic Analyst, State Street Global Advisors, Senior Associate
Location: Kraków

Why this role is important to us

Provide support for the Nordic team:

In all their client facing driven activities such as follow-up on client meetings, RFPs, marketing support by providing regular market and client intelligence by delivering regular (weekly, monthly, and quarterly) and precise reporting

What you will be responsible for

  • Act as a first point of contact when AEs are travelling for clients calling in.
  • Dispatch queries to the appropriate investment teams and ensure a smooth follow-up in a timely manner back to the client. Ensure a close collaboration with the Brussels CRM Team for all operational related queries. The analyst should also be able to host and lead a client conference call or on site meeting in case the main AE is out travelling
  • Marketing collateral / client events: support the AEs in collecting the right investment collateral (factsheets, performance track record, etc) as follow-up to client meetings. Organize and lead on client engagement campaigns as well occasional client investment seminars
  • RFP/ RFI : own in conjunction with the AE, the timely and accurate response of incoming RFP/ RFI
  • Market intelligence: scan the news and public sources to identify investment trends and upcoming investment needs. Analyze and summarize key Nordic and wider industry investments reports on ad-hoc basis.
  • Senior Management reporting: Take ownership in the precise delivery of the weekly, monthly and quarterly reporting and assist when needed on ad-hoc pan-European projects
  • Presentations back-up: Act as back-up (5 weeks a year) to craft the presentation for the AE Meetings on Power Point in respect of the internal Compliance Rules.

Education & Preferred Qualifications

  • University degree in Finance, Economics or Marketing
  • 2-3 Years’ experience in client facing position preferably in Asset Management
  • Strong interest and understanding of the financial markets

What we value

  • Client and Sales driven
  • Clear ambition to move to a junior Sales Account Executive role over time
  • Multi-lingual - fluent in English, any Nordic language is an advantage
  • MS office – good knowledge of Excel and PowerPoint
  • Knowledge of Sales supporting systems such as Salesforce - is a plus

Additional requirements

  • Ability to fit in a small team
  • Able to take the lead and full independent ownership
  • Personal qualities; flexible, high-energy, teammate, no 9-5 mentality, eager to learn
  • Deeply precise and structured
  • Capacity to work and meet tight deadlines.
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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program 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 perspective 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 the 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 program 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.


  • iconAnalytics & Reporting, Banking
  • iconEnglish
  • iconKraków, małopolskie

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