Portfolio Senior Specialist

The Portfolio Senior Specialist participates in activities and initiatives that contribute to the development, optimization and execution of agreed Asset Owner Business Plans across portfolios.

Responsibilities

• Assists the Head of Section in the development, optimization and execution of agreed Business Plans across assigned portfolios.
• Analyzes portfolio performance against agreed targets and SLA commitments, identifying trends, deviations, key drivers and early-warning indicators.
• Monitors portfolio KPIs, Service Level Agreements and other asset owner commitments, ensuring business compliance and timely escalation of issues.
• Supports the Portfolio Manager in developing and implementing portfolio strategies by leveraging data insights, identifying improvement opportunities, streamlining processes and creating cross-business synergies.
• Identifies, structures and supports the implementation of strategic and operational initiatives, including project planning, action tracking, delivery follow-up and performance monitoring.
• Develops high-level process flows and business requirements, highlighting operational risks, dependencies and improvement opportunities to ensure effective execution.
• Coordinates with Business stakeholders to drive alignment, resolve issues and ensure timely delivery of agreed actions and initiatives.
• Prepares performance and portfolio updates for Management, Portfolio Committees and Asset Owners, translating analysis into clear insights and actionable recommendations.
• Standardizes and maintains portfolio-level business documentation, processes and requirements to support consistency, transparency and effective portfolio governance.

Requirements

• Bachelor’s degree in Banking, Business Administration, Statistics or related field, from an accredited college or university
• Master’s degree will be considered an asset
• Minimum 4 years of experience in Banking or related industry- experience in Non-Performing Exposures will be considered a plus
• Excellent verbal and written communication skills in English and Greek
• Computer literacy, advanced knowledge of Microsoft Office applications
• Very good knowledge of SQL is required
• Knowledge of statistical tools (e.g. R, Python) and data visualization tools (e.g. Power BI, Tableau) will be considered an asset.
• Knowledge of Qualco Collections System or Arotron will be considered an asset

Competencies

• Excellent interpersonal skills and ability to interact across all levels of the organization
• Time management skills and ability to multi-task and prioritize work
• Excellent analytical and problem-solving skills
• Result-Orientation
• Strong business acumen combined with the ability to interpret financial data

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.