Portfolio Management Specialist

Cepal Hellas Financial Services S.A.

. Conduct in-depth analyses to assess and evaluate portfolio performance .

Posted 10/6/2026full-timeNea Smyrni • GreeceJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in portfolio management analysis, utilizing tools to assess performance and develop strategic reports. Proficient in financial analysis and effective communication in both English and Greek.

Highest-signal resume keywords

Portfolio Management AnalysisFinancial Analysis SkillsSQL ProficiencyMicrosoft Office ApplicationsCredit Analysis Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio Performance EvaluationBusiness ReportingData AnalysisTrend IdentificationCorrective Measures DesignRecovery Strategy AnalysisAd Hoc AnalysisOperational Strategy ImplementationPerformance MonitoringBusiness Plan Preparation

Soft Skills

Excellent Communication SkillsInterpersonal SkillsNegotiation SkillsInfluencing SkillsResults Orientation

Tools & Technologies

SQLSPSSAccess

Industry Keywords

Financial ServicesCredit AnalysisPortfolio ManagementBusiness Acumen

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Conduct in-depth analyses to assess and evaluate portfolio performance
Design, develop, and oversee business reports for management and portfolio committees
Participate in preparation of the Business Plan
Utilize portfolio management tools to operationalize required strategies
Monitor Portfolio Operating Model Performance and examine deviations
Perform ad hoc requests and deep-dive analyses related to portfolio management performance
Identify trends, strengths, and weaknesses in performance
Contribute to designing appropriate corrective measures
Analyze recovery strategies across portfolios and monitor performance end-to-end

Requirements

What you’ll need

Bachelor’s Degree in Finance, Banking, or any other Business-related studies
Minimum 2 years of experience in credit and portfolio analysis in financial services
Excellent verbal and written communication skills in English and Greek
Computer literacy
Excellent use of Microsoft Office applications
Experience with at least one of the following software: SQL, SPSS, Access
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

Comp & perks

Attractive salary
Annual performance-based bonuses
Monthly meal allowance through a ticket restaurant card
Private medical insurance for you and your family
Monthly financial allowance for early education (nursery)
Coverage of expenses for children with neurodiversity or disabilities, including therapeutic swimming, music therapy, horse riding, and parental support
Hybrid work model with remote work flexibility
Fully equipped workstations
Quiet areas
On-site restaurant
Group fitness sessions
Access to e-learning platforms
Structured professional development programs
Career development path
Feedback, mentoring, and personalized learning plans
Wellbeing initiatives
ESG initiatives
Volunteering initiatives