Praca Specialist-Investment & Trade Client Services Poznań, wielkopolskie

Praca Specialist-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 | Specialist-Investment & Trade Client Services

Miejsce: Poznań, wielkopolskie

Nr ref. 867861

Opis stanowiska

About the department
Complex Securities Support Team plays key roles in research and onboarding of new securities. The team administers and supports Franklin Templeton’s most complex investments such as derivatives and structured products. It operates through the Complex Security Operations Committee (CSOC), a cross-organizational group from key functional areas.
How you will add value
Core responsibilities

  • You will support the Complex Securities Lead in managing CSOC.
  • You will work with SMEs on research and testing of new securities.
  • You will document research results as business and system requirements.
  • You will support PMO in roles such as SME, business analyst, tester.
  • You will support operational teams with processes and troubleshooting.
  • You will develop new processes and enhance workflows.
  • You will solve complex operational problems.
  • You will provide updates and reports to management.

Wymagania

What will help you be successful in this role
Experience, Education & Certifications

  • Bachelor’s degree in finance, economics, or related field.
  • 3+ years in financial services or securities operations.
  • Experience with derivatives or structured products.

Technical Skills

  • Strong Microsoft Office skills (especially Excel).
  • Familiarity with Bloomberg or similar tools.
  • Basic SQL or Python is a plus.
  • Experience with SharePoint or Power Platform is a plus.

Soft Skills

  • Strong analytical and problem-solving abilities.
  • Ability to prioritize and manage deadlines.
  • Effective communication and stakeholder management.
  • Attention to detail and organization.
  • Ability to work independently and collaboratively.

Oferujemy

Learn more about the wide range of benefits we offer at Franklin Templeton in Poland: https://franklintempletonprod.widen.net/view/pdf/6vnpyohigd/benefits-in-franklin-templeton.pdf

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