Praca Analyst - Investment & Trade Client Services Poznań, wielkopolskie

Praca Analyst - Investment & Trade 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 | Analyst - Investment & Trade Client Services

Miejsce: Poznań, wielkopolskie

Nr ref. 865867

Opis stanowiska

The Collateral team within Investment & Trade Client Services manages derivatives and collateral processes to reduce counterparty risk. We work closely with internal teams and external partners to ensure accurate, timely operations. Joining us means gaining exposure to global markets, collaborative problem-solving, and opportunities to develop technical and analytical skills.

How You Will Add Value

  • You will ensure margin requirements are met on time.
  • You will optimize collateral with Front and Middle Office teams.
  • You will monitor exposures from derivative trades under various agreements.
  • You will communicate with custody banks and brokers to resolve inquiries.
  • You will collaborate with teams across Middle Office, Settlements, Pricing, and Risk.
  • You will prepare regular metrics and reports.
  • You will implement workflow improvements for efficiency and risk reduction.

Wymagania

Experience & Education

  • Fluent in written and spoken English.
  • Knowledge of investment industry and financial instruments.
  • Proficiency in Microsoft Excel.

Technical Skills

  • Familiarity with automation tools (Power Query, Power Automate, Power BI, VBA, SQL)

Soft Skills

  • Strong analytical and problem-solving ability.
  • Attention to detail and time management.
  • Clear communication and teamwork.
  • Proactive, positive attitude.

Oferujemy

https://franklintempletonprod.widen.net/view/pdf/6vnpyohigd/benefits-in-franklin-templeton.pdf

Informacje dodatkowe

Standard hours: 12:30 – 21:00, optional one morning shift per week
10:30 – 19:00.
Hybrid work: 2-3 days form the office based in Poznań.

Komentarze (0)