Portfolio Reporting Analyst

Job description

For NATEK Poland we are looking for a Portfolio Analyst to join Group CIO Program and Portfolio Office. You will support GCIO Portfolio focusing on governance and management processes in compliance with Bank’s procedures and standards: financials management, status reporting, quality assurance, running portfolio meetings and performing Portfolio health checks.

Portfolio team is spread between 3 different locations: Poland, Raleigh and New York. Currently consist of 6 persons.


Your responsibilities

  • Coordinating weekly Portfolio meeting (agenda, updates etc.)

  • Performing Portfolio health checks to identify problems within delivery or financials

  • Maintaining Portfolio reports (action tracker, forecast, MoM historical data)

  • Thematic Risk and Dependency Management

  • Full Year and Monthly Forecast variance tracking

  • Hosting Portfolio Objective Base Funding meetings and analysis of tranches

  • Helping with Portfolio Monthly and Quarterly reviews with Senior Management

  • Maintaining Portfolio Processes Knowledge Bank

Our requirements

  • Fluent written and spoken English on a level that allows professional

    communication with stakeholders up to Managing Director level.

  • Portfolio Management experience

  • Analytical thinking

  • Proficiency in MS Office applications, (especially Excel, SharePoint and PowerPoint)

  • Excellent communication/presentation (oral and written) and report writing skills

  • Flexibility with a “can do” attitude, solution oriented

  • Orientation to details and quality assurance.

  • Proactive, driven and energetic


  • Attractive salary referring to your skills and experience

  • Ability to work from home

  • Flexible approach regarding to working hours

  • Joining the company that is providing exceptional services for the biggest, international customers with recognizable worldwide brands

  • Be part of an open-minded team with strong team spirit

  • Private medical healthcare

  • Multisport Card

  • Life insurance

  • E-learning platform UDEMY access

  • Personal event bonus (i.e. wedding, childbirth, graduation)

  • Internal referral program

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