Praca Senior Analyst-Investment & Trade Client Services Poznań, wielkopolskie

Praca Senior 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 | Senior Analyst-Investment & Trade Client Services

Miejsce: Poznań, wielkopolskie

Nr ref. 868461

Opis stanowiska

About the department

Our team is responsible for supporting the full lifecycle of OTC derivative products, including Swaps, Options, CFDs, and other derivative instruments.

We manage critical operational activities such as trade capture validation, trade confirmations, lifecycle event processing, cash flow oversight, reconciliations, and exception management, while partnering with brokers, counterparties, Front Office, Technology, and other internal stakeholders. The team plays a critical role in ensuring the accuracy, efficiency, and integrity of the OTC operating model. Team members contribute to risk mitigation, automation, process optimization, and strategic operational initiatives while supporting global stakeholders.

How you will add value

Core Responsibilities

  • You will perform and oversee OTC Operations activities.
  • You will ensure accuracy, timeliness, and procedural compliance.
  • You will perform reviewer and control functions.
  • You will investigate reconciliations, breaks, discrepancies, and exceptions.
  • You will ensure stakeholders receive accurate information.

Strategic Responsibilities

  • You will contribute to operational risk mitigation.
  • You will support data integrity across processes.
  • You will participate in automation and optimization initiatives.

Team & Collaboration

  • You will collaborate with internal and external stakeholders.

Wymagania

What will help you be successful in this role

Experience, Education & Certifications

  • Bachelor's or Master's degree in Finance, Economics, Business, or related field.
  • Experience in financial services, preferably Operations, Middle Office, or Investment Operations.
  • Knowledge of derivative products is a strong advantage.

Technical Skills

  • Strong technical aptitude and advanced Excel skills.
  • Experience with VBA, SQL, or process automation tools is an advantage.

Soft Skills

  • Strong verbal and written communication skills.
  • Strong analytical, organizational, and problem-solving skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Strong attention to detail and ownership mindset.

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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