Praca Product Management-IR Analyst (Liquid Credit) Poznań, wielkopolskie

Praca Product Management-IR Analyst (Liquid Credit) 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 | Product Management-IR Analyst (Liquid Credit)

Miejsce: Poznań, wielkopolskie

Nr ref. 864085

Opis stanowiska

  • You will manage the end-to-end process for the Liquid Credit Product team’s recurring deliverables which include producing accurate investor reports, updating presentations and writing market and fund commentary.
  • You will also update and maintain investor-facing materials, including monthly and quarterly factsheets and commentaries. 
  • You will support central investor communications and coordinate reporting across the Benefit Street Partner-Alcentra liquid credit platform.
  • You will work on ad-hoc investor requests, ensuring timely and accurate follow-up.
  • You will respond to client and consultant questionnaires related to funds and separately managed accounts.
  • You will analyze data in Excel and translate data into clear, client-ready presentations with insightful charts and visuals that support investment narratives.
  • You will manage multiple projects and competing deadlines in a fast-paced environment, collaborating with internal teams to deliver high-quality service to investors and stakeholders

Wymagania

Experience, Education & Certifications:

  • Bachelor's degree in STEM or Economics.
  • Some relevant experience completing similar tasks in Asset Management/Finance is preferred.
  • Fluent English with excellent written and verbal communication.

Technical Skills:

  • High proficiency in Excel and PowerPoint – ability to manipulate data, build charts, and create client-ready presentations.
  • Strong attention to detail and accuracy – avoidance of errors in client reports and presentations is critical.
  • Some understanding of credit would be positive or previous experience in a different asset class would also be acceptable. An ability and eagerness to develop knowledge with respect to BSP Alcentra’s sub-investment grade credit strategies and wider business is essential.

Soft Skills:

  • Client-focused attitude: we must meet all deadlines and avoid errors when working on client materials/requests. 
  • Ability to independently manage deliverables and take ownership of responsibilities without constant oversight.
  • Ability to multitask and prioritize – will be essential for balancing time-sensitive investor requests, reporting cycles, and ad hoc projects.
  • Professionalism and time management — consistently deliver accurate client-facing work while staying organized under pressure.

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