
Operations Analyst
- Wrocław, dolnośląskie
- Umowa
- Pełny etat
- Work Location: Wroclaw, Poland
- Work model: HYBRID – 3 days in the office, 2 days remote – Starting in September, working from the office is expected four days a week.
- Contract type: 12-month fixed-term contract (maternity leave cover)
- Client: A globally recognized financial institution. It specializes in providing investment management, wealth management, and investment services to institutions, corporations, and individuals worldwide
- To provide Investment Performance reports on a daily/monthly/quarterly/annual/ad-hoc basis for GRS clients.
- To take responsibility for the accuracy of all provided data which contain portfolios and benchmarks’ performance measurements (total/security level return, money/time-weighted return, attribution, CTR, etc.).
- To communicate effectively with all external and internal stakeholders. That includes responding to all queries for performance related matters in a prompt and complete manner and participating in client calls as subject matter experts.
- To engage in global projects and initiatives aiming at implementation of best practices across all Performance Measurement teams.
- Various performance measurement & attribution methodologies (theoretical knowledge as well as practical application).
- Capital markets, Trade Life Cycle, Fund Accounting, Investment Banking.
- Supporting day-to-day investment performance reporting activities, including fund data setup and client change maintenance.
- Working in a global team to deliver best possible client reporting services (in-house software as well as MS Excel or SQL Developer).
- Generating and providing information to all questions received from both internal and external stakeholders.
- Minimum 1 year of experience in any finance-related role
- Excellent written and oral communication skills in English (min. B2 level).
- At least basic understanding of capital markets and/or investment banking. Knowledge of performance methodologies or principles of attribution will be an asset.
- Excellent analytical skills with a proven track record of working with comprehensive financial/numerical data. Experience working with large and complex databases and an ability to understand how they function/interact.
- Experience of using Microsoft Office products, in particular manipulating Excel spreadsheets. Utilizing advanced functions would be desirable.
- Finance/Economics/Statistics/Math’s/ university degree or any certification related to these fields will be advantageous.
- Total: 40 people
- Split into 3 teams
- Largest team: 18 people
- 4 women currently on maternity leave (expected return in June 2026, but may be extended until 2027)