Praca Specialist - Middle Office Client Services Poznań, wielkopolskie

Praca Specialist - Middle Office Client Services Poznań, wielkopolskie

FRANKLIN TEMPLETON profil

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 | Specialist - Middle Office Client Services

Miejsce: Poznań, wielkopolskie

Nr ref. 849966

Opis stanowiska

Scope of the role:
We are looking for a Specialist to join our MOCS - PM and Trading Services team in Poznan. Our MOCS team is responsible for supporting our portfolio managers and traders on a daily basis, providing oversight of the accounts and assisting with any trade queries. This means you’ll work closely with the portfolio management teams in Europe and our back office teams throughout the globe.

Working with us, you will be responsible for:

  • Act as point of contact to Front Office for all related questions, assisting with these, finding solutions and tracking these through to completion
  • Assist other internal departments on portfolio transactions, valuations and issues
  • Liaise with internal and external clients to resolve discrepancies
  • Help to design more efficient methods of control
  • Identify and champion opportunities within your interactions to increase service offerings, improve efficiencies, evolve workflows, and minimize risks
  • Develop solutions to critical business issues and present alternatives to management team
  • Participate in cross-functional and/or cross-departmental projects and initiatives
  • Take an active part in the testing of new systems/functions
  • Monitor daily failing and non-completed trades for local Front Office
  • Monitor error trends with counterparties & custodians to ensure these are addressed
  • Assist with the on-boarding activities for locally managed accounts and provide support on any significant account events (i.e. fund launches, account closures and in-specie transfers)
  • Build strong relations with portfolio managers and traders to act as a channel for all their operational questions
  • Chair the broker service review meetings

Wymagania

We are looking for candidates who (have):

  • Bachelor’s degree or equivalent experience
  • Prior experience within an operational role within Asset Management (Trade Settlements & Support, Corporate Actions, Pricing, Security Master, Proxy)
  • Strong product knowledge (Fixed Income, Equity, FX and Derivatives)
  • Minimum 4 years related experience
  • Good presentation skills and ability to interact with all levels of users and management
  • Resilient; able to work under pressure and ability to track and deliver assignments on schedule
  • Ability to work on multiple deadline orientated tasks in a high energy environment
  • Good financial market knowledge
  • Good knowledge of some standard systems (i.e. OMGEO products, MISYS & Bloomberg)
  • Knowledge of business desktop applications (Word, PowerPoint, Access, Excel)
  • Excellent customer service, accurate and logical problem solving.

Oferujemy

  • 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

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