Equity Product Specialist

Technologies we use

About the project

Your 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.

Our requirements

• 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.

What we offer

• 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