Portfolio Strategy Specialist
Cepal Hellas Financial Services · Néa Smýrni
The Portfolio Strategy Specialist supports the optimization and execution of strategic initiatives and business plans across portfolios. The role contributes to strategic analysis, data-driven decision-making, and the coordination of initiatives that enhance portfolio value and efficiency.
- Assists in analyzing portfolio performance data to identify operational trends, variances, and risks.
- Supports the execution of portfolio management strategies and strategic initiatives.
- Prepares routine and ad-hoc reports, dashboards, and presentations summarizing portfolio insights for management review.
- Coordinates with internal stakeholders to gather data and align operational activities with strategic targets.
- Provides analytical and quantitative support for portfolio optimization, restructurings, and evaluation of new projects.
- Tracks daily/monthly KPIs and metrics to monitor overall performance against established strategic goals.
- Assists in the implementation and documentation of Credit & Litigation Policies per Investor / Portfolio.
Requirements
Education, Experience and Technical Skills
- Bachelor’s degree in Finance, Economics, Business Administration, Mathematics, Statistics, or a related quantitative field.
- Master’s degree or professional certifications (e.g., CFA, ACCA) considered an asset.
- Minimum 2–4 years of experience in Banking or related industry
- Experience in Non-Performing Exposures (NPE/NPL) or financial services sector is considered a strong plus.
- Strong analytical skills and computer literacy, with advanced knowledge of Microsoft Office applications (especially Excel and PowerPoint).
- Knowledge of SQL, statistical analysis tools (R, Python, etc.), or visualization platforms (Power BI, Tableau) is considered an asset.
- Solid understanding of portfolio management concepts, key performance indicators (KPIs), SLAs, and strategic performance evaluation.
Competencies
- Excellent interpersonal skills and ability to communicate effectively
- Strong Negotiation and Influencing skills
- Solid business acumen combined with financial analysis skills
- Results orientation with achievement drive
Benefits
Here’s what you can look forward to as part of the #CepalTeam:
- Competitive Compensation : We offer an attractive salary, annual performance-based bonuses, and a monthly meal allowance through our ticket restaurant card.
- Health: Private medical insurance is provided for you and your family.
- Family Support: Monthly financial allowance for early education (nursery) and coverage of expenses for children with neurodiversity or disabilities—including therapeutic swimming, music therapy, horse riding, and parental support.
- Flexible Work Model: Our hybrid approach offers a level of remote work flexibility that supports work-life balance while preserving strong collaboration and team spirit.
- Modern Workspaces: Contemporary offices designed to support comfort, health, and productivity, with fully equipped workstations, quiet areas, on-site restaurant, and group fitness sessions .
- Lifelong Learning: Cepal supports continuous learning through access to e-learning platforms and structured professional development programs.
- Career Progression: We are committed to your growth, offering a clear development path supported by feedback, mentoring, and personalized learning plans.
- Make a Difference: Get involved in regular wellbeing, ESG and volunteering initiatives that reflect our values and foster a sense of purpose and community.
At Cepal, we believe that inclusion is more than a value, it's a way of thinking and acting. As members of the Diversity Charter Greece, we are committed to fostering a workplace where every individual feels respected, empowered, and free to contribute meaningfully.
All applications are treated fairly, confidentially, and based solely on qualifications and merit.
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