Investor Relations Associate (Finance) – Transfer Agency (Graduate Opportunity)
Wroclaw, Poland – 12‑Month Program via mthree
Salary: zł. 70,000
Launch your career in global financial services with mthree. We’re hiring 10 Graduate Investor Relations Associates to join the Transfer Agency – Investor Services team at a top‑tier investment bank in Wroclaw.
This opportunity is ideal for a recent finance, accounting, economics, or business graduate based in Poland who wants to begin their career in a world‑leading financial institution. You’ll join mthree on a 12‑month placement.
About the Role
As part of the Investor Relations / Transfer Agency (TA) function, you will help manage the full lifecycle of investor activities within investment funds. This includes maintaining accurate investor records, processing transactions, responding to queries, and supporting operational excellence across the investor experience.
What You Will Do
As a Graduate Investor Relations Associate, your responsibilities may include:
- Performing routine and non‑routine client service and transactional support functions
- Delivering analytics and reporting, contributing to automation and process improvements
- Advising internal teams to ensure timely delivery of services and issue resolution
- Processing investor account‑related transactions aligned with scheduled events or validated client instructions
- Handling inquiries from investors, resolving issues and ensuring high‑quality service
- Assessing business needs and recommending enhancements to service models
- Participating in product development, product enhancements, and system testing
- Troubleshooting system‑related issues by applying growing domain expertise
- Applying industry standards and internal best practices to provide solutions to stakeholders
- Supporting the allocation and review of work performed by junior or support team members (where applicable)
This is a fast‑paced, detail‑oriented role designed to give you foundational experience in investor operations, transfer agency processes, and global fund administration.
Training Provided (mthree Academy)
Before joining your team onsite, you’ll complete structured training through the mthree Academy, giving you the technical, regulatory, and professional foundation needed to thrive.
Key Training Components:
Foundations of Global Banking & Markets
- History and evolution of global banking
- The role of banks within the financial markets
- Basel guidelines & regulatory frameworks
- Governance, culture, and financial crime compliance
- Professional skills: communication, relationship‑building, remote‑working effectiveness
Funds Industry & Fund Operations
- Overview of the funds industry and investor lifecycle
- Fund operations & finance
- NAV components
- Fund types & differences
- Case studies, simulations, and group exercises
Operational & Technical Skills
- Transaction processing & trade lifecycle
- Advanced Excel
- Market products, including fixed income & derivatives
- Project management fundamentals
- Data visualization and presentation development
Academy Experience
- Instructor‑led live sessions (Mon–Fri, 9:00–17:00)
- Group work, business scenarios, and practical exercises
- Regular assessments and a final capstone project
- Daily support from the mthree Academy employees
- Continuous professional and interpersonal development
By the end of training, you’ll be fully prepared to step into your Investor Relations Associate role with confidence.
Who We’re Looking For
To succeed in this role, you should have:
- A Bachelor’s degree in Finance, Accounting, Economics, Business, or related field
- Strong analytical and numerical skills
- Excellent attention to detail
- Strong communication skills in English
- Interest in global markets, operational finance, or investor servicing
- A proactive approach to learning and problem‑solving
All roles are graduate‑level. No prior industry experience is required.
Why Start Your Career Through mthree?
- Begin your professional journey inside a globally recognized investment bank
- Industry‑leading training at no cost to you
- Salary from day one onsite/post training, with no training bonds or hidden fees
- Continuous support from mthree’s Academy and Engagement teams
- Access to professional‑development events and networking activities
Location
Wroclaw, Poland
An onsite working model may apply following onboarding
