Portfolio Strategy Analyst

Cepal Hellas Financial Services S.A.

. Analyze portfolio performance data to identify operational trends, variances, and risks .

Posted 11/12/2026full-timeNea Smyrni • GreeceMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical skills and financial acumen to optimize portfolio performance and support strategic initiatives. Proficient in data analysis, reporting, and stakeholder coordination to align operational activities with strategic goals.

Highest-signal resume keywords

Portfolio Management ConceptsKPI Tracking and AnalysisAdvanced Excel ProficiencySQL KnowledgeFinancial Analysis Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisQuantitative SupportPerformance EvaluationStatistical AnalysisFinancial Modeling

Soft Skills

Interpersonal SkillsCommunication SkillsNegotiation SkillsResults OrientationInfluencing Skills

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointPower BITableauRPython

Certifications & Qualifications

CFAACCA

Industry Keywords

BankingNon-Performing ExposuresFinancial ServicesBusiness AdministrationEconomics

Tech Stack

Tools & technologies

PythonSQLTableau

About the role

Key responsibilities & impact

Analyze portfolio performance data to identify operational trends, variances, and risks
Support execution of portfolio management strategies and strategic initiatives
Prepare routine and ad-hoc reports, dashboards, and presentations for management review
Coordinate with internal stakeholders to gather data and align operational activities with strategic targets
Provide analytical and quantitative support for portfolio optimization, restructurings, and evaluation of new projects
Track daily and monthly KPIs and metrics against strategic goals
Assist with implementation and documentation of Credit & Litigation Policies per Investor / Portfolio
Support optimization and execution of strategic initiatives and business plans across portfolios

Requirements

What you’ll need

Bachelor’s degree in Finance, Economics, Business Administration, Mathematics, Statistics, or a related quantitative field
Minimum 4 years of experience in Banking or related industry
Strong analytical skills and computer literacy
Advanced knowledge of Microsoft Office applications, especially Excel and PowerPoint
Solid understanding of portfolio management concepts, KPIs, SLAs, and strategic performance evaluation
Excellent interpersonal and communication skills
Strong negotiation and influencing skills
Solid business acumen combined with financial analysis skills
Results orientation with achievement drive
Experience in Non-Performing Exposures (NPE/NPL) or the financial services sector is considered a strong plus
Knowledge of SQL, statistical analysis tools such as R and Python, or visualization platforms such as Power BI and Tableau is considered an asset
Master’s degree or professional certifications such as CFA or ACCA are considered an asset

Benefits

Comp & perks

Competitive 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
Contemporary offices with fully equipped workstations and quiet areas
On-site restaurant
Group fitness sessions
Access to e-learning platforms
Structured professional development programs
Clear career development path
Feedback, mentoring, and personalized learning plans
Wellbeing, ESG, and volunteering initiatives