Portfolio Strategy Analyst

The Portfolio Strategy Analyst 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.

Main Accountabilities

• 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 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.

In accordance with applicable pay transparency legislation, as part of the recruitment process and prior to the first interview, candidates will be provided with information regarding the initial remuneration to the position, as determined on the basis of objective and gender-neutral criteria.

All applications are treated fairly, confidentially, and based solely on qualifications and merit.