Portfolio Specialist
- Cepal Hellas Financial Services S.A.
- Néa Smýrni, Greece
- €24,000 – €32,000
The Portfolio Specialist participates in activities and initiatives that contribute to the development, optimization and execution of agreed Asset Owner Business Plans across portfolios.
Requirements
- Analyzes portfolio data and KPI's by identifying early-warning indicators/drivers or trends to optimize portfolios' strategy.
- Analyzes perfromance focusing on collections vs agreed SLA targets with asset owners and internal agreed targets.
- Prepares adhoc reports/ analysis requested by the Heads of the NPL Portfolio Management or the asset owner.
- Streamlines processes, drafts and maintains policies for the smooth execution of strategy across all portfolios.
- Contributes to initiatives impmentaion and monitoring through drafting of project plans, reassuring with the Business actions/delivery items, handling operational/ business issues, tracking of initiative performance.
- Assists in the preparation of presentations for Management/Portfolio Committees and Asset Owners.
Education, Experience and Technical Skills
- 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 2 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
- Knowledge of SQL, statistical (R, Python etc.), visualization (Power BI, Tableau etc.) tools will be considered an asset
- Knowledge of Qualco Collections System or Arotron will be considered an asset
- Strong numerical and analytical skills
- Problem-solving skills including the ability to structure challenges and deal with new issues in a dynamic work environment
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.
All applications are treated fairly, confidentially, and based solely on qualifications and merit.
Skills
- Portfolio Analysis
- KPI Reporting
- Collections Strategy
- SQL
- Python
- Microsoft Excel
- Stakeholder Communication








