Scope of the role:
Trade Services (TS) – K2 Operations team is currently looking for an open-minded and ambitious individual for the role of the Analyst. The ideal candidate possesses essential knowledge of investment industry and financial instruments and is eager to join the team to support derivatives and collateral management related processes.
You will be responsible for performing analytical-oriented tasks to support Franklin accounts sub-advised by external Investment Managers in mitigating counterparty risk on the derivatives market. This role requires involvement in daily assignments, projects, and initiatives. Tasks associated with the role may involve – but are not limited to – validating collateral requirements, reconciling discrepancies, instructing wires and communicating with internal and external counterparties.
 

Working with us, you will be responsible for:

• Collateral management: ensuring the margin requirements are met within specific deadlines, working with Front and Middle Office teams on collateral selection and optimization.
• Monitoring exposures resulting from open derivative trades collateralized under various agreement types.
• Communicating with sub-advisors, custody banks, brokers, FCMs, responding to ad-hoc inquiries and solving production issues.
• Working with different FT departments: MOCS, Reconciliation, Settlements, Pricing, Risk.
• Preparation of the daily, weekly, and monthly metrics and reporting.
• Deployment of improvements into existing workflows that provide additional efficiencies, time savings and risk mitigation.
• Participating in global projects.

• Is fluent in written and spoken English.
• Possesses essential knowledge of investment industry and financial instruments.
• Has good command of Microsoft Office (Excel in particular).
• Possesses the analytical skills, problem-solving abilities, and a can-do attitude.
• Has strong attention to detail and time management skills.
• Can communicate in an open and efficient way.
• Is a team player.
• Has some experience and interest in automation tools (e.g. Power Platform, macros in VBA) and is motivated to develop them.

• Local work with global perspective
• Attractive location in the center of Poznań
• Medical Care and Life Insurance
• Office gym and optional
• MultiSport cards
• Investment opportunities
• Company childcare
• Charity events
• Learning resources