Staże Intern TA Oversight & Broker Financing Poznań, wielkopolskie

Staże Intern TA Oversight & Broker Financing Poznań, wielkopolskie


Jesteśmy globalną organizacją inwestycyjną, a zarazem liderem w zarządzaniu aktywami, działającą na rynku jako Franklin Templeton Investments. Nasza główna siedziba zlokalizowana jest w San Mateo (Kalifornia), a nasze odddziały i wspierające nas spółki zależne znajdują się w 35 krajach. Świadczymy usługi i rozwiązania inwestycyjne w ponad 150 państwach na całym świecie

Firma: FRANKLIN TEMPLETON | Intern TA Oversight & Broker Financing

Miejsce: Poznań, wielkopolskie

Nr ref. 847324

Opis stanowiska

Scope of the role:
The EMEA & Americas TA Oversight & Client Relationships department provides TA service delivery and business partners oversight, as well as key distribution relationship support, for the funds domiciled in the Europe, the Middle East and Africa (EMEA) Region. Part of the team is supporting funds distribution in European markets also with regards to projects and provides an overview of local procedures and processes. Broker Financing part of the team is responsible for calculating the manual commission, and releasing of variety commission fees to our clients globally.

Working with us, you will be responsible for:

  • Ensuring the highest level of service to internal teams (mainly Sales, Compliance, Legal, Tax), external clients (Brokers) and business partners.
  • Providing direct support to the clients and business partners with regards to their escalations and business initiatives.
  • Identifying and supporting implementation of various improvement initiatives.
  • Make the manual commission calculations and release of variety commission fees to the clients.
  • Prepare ad hoc reports and business analysis depending on needs.


  • Is fluent in English and Polish,
  • Has at least basic knowledge of Excel,
  • Has strong interpersonal skills, as well as diplomacy and tact,
  • Has relevant client service skills,
  • Has strong analytical, organizational, and time management skills,
  • Strong attention to details,
  • Ability to work independently and manage own tasks with limited supervision,
  • Highly developed interpersonal skills and ability to work in an international environment,
  • Ability to work on team projects and achieve team goals,
  • Ability to maintain knowledge of procedures, products, and projects


  • Local work with global perspective
  • Attractive location in the center of Poznań
  • 6-month paid internship
  • Office gym and optional MultiSport cards
  • Charity events
  • Learning resources

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