Wealth & Premier Solutions (WPS) in GPB&W has been established to deliver an enhanced range of market leading in-house and third-party investment services as well as wealth lending solutions to all client segments across the WPB Wealth Continuum.
responsibilities :
Data Modelling & Analytics: Apply advanced data modelling techniques and analytics to support business insights and strategic initiatives.
Automation of Stock Screening: Develop and enhance automated stock screening tools, streamlining investment processes and improving efficiency.
Equity Portal & Marketing Material: Lead the upgrade of our equity portal and refresh marketing materials to ensure content is current, engaging, and aligned with business objectives.
Market & Product Publications: Contribute to the creation of market and product publications, including periodicals, market updates, and sector packs, helping to inform clients and stakeholders.
Performance Tracking & Reporting: Take ownership of performance tracking, monitoring key metrics, and producing comprehensive weekly reports to support decision-making and AI Productivity Enhancements: Identify and implement AI-driven solutions to boost productivity and automate routine tasks.
Platform Initiatives: Actively contribute to and lead platform initiatives, collaborating with cross-functional teams to deliver impactful projects.
Stock Fact Sheets: Coordinate and produce fact sheets for over 200 stocks, ensuring accuracy and timely delivery.
New Product Development: Support the development and launch of new products, working closely with stakeholders to bring innovative solutions to market. Automated Processes: Maintain and run automated processes using Python and Excel macros, ensuring reliability and continuous improvement.
requirements-expected :
Experience in data modelling and analysis, with the ability to interpret complex datasets and deliver actionable insights.
Strong knowledge and understanding of equity markets and financial instruments.
Demonstrated project management skills, including planning, execution, and delivery of analytical or technical projects.
Hands-on experience with programming and automation, particularly using Python and Excel macros, to streamline processes and enhance efficiency.
Practical experience with artificial intelligence tools and techniques is a plus and holding or actively pursuing a relevant qualification (e.g., CFA, ACCA) is advantageous
5-10 years of experience in an analytical or project management function looking to gain knowledge and hands-on experience of financial markets and private banking/wealth.
Degree in a numerical or computer discipline such as finance, mathematics or computer science.
Advanced skills in Microsoft Office with deep expertise in Excel (including macro programming) and PowerPoint.
offered :
Competitive salary.
Annual performance-based bonus.
Additional bonuses for recognition awards.
Multisport card.
Private medical care.
Life insurance.
One-time reimbursement of home office set-up (up to 800 PLN).
Corporate parties & events.
CSR initiatives.
Nursery discounts.
Financial support with trainings and education.
Social fund.
Flexible working hours.
Free parking.
benefits :
sharing the costs of sports activities
private medical care
sharing the costs of professional training & courses
