# Portfolio Senior Specialist

> Cepal Hellas Financial Services S.A. · Nea Smyrni, Greece (Hybrid) · Full-time · Posted 2026-08-25

**Workplace:** hybrid

**Department:** Strategy & Finance

## Description

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
-   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

**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.

## Apply

[Apply at Cepal Hellas Financial Services S.A.](https://apply.workable.com/cepal/j/74327342CA/apply)

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