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. 869012

Opis stanowiska

How you will add value

Core Responsibilities

  • You will manage the full lifecycle of voluntary corporate actions, from event announcement through final settlement.
  • You will analyze corporate action events, assess their impact on portfolios, and communicate available options, deadlines, risks, and participation requirements to stakeholders.
  • You will take ownership of complex and high-impact events, coordinating with Portfolio Management, Trading, Custodians, Legal, Compliance, Tax, and Operations teams.
  • You will review and validate analyses, elections, instructions, and processing completed by other team members.
  • You will build strong relationships with internal and external stakeholders to support event execution and resolve issues.
  • You will maintain accurate event records and ensure internal systems are updated with the latest information.
  • You will prepare reports, track key metrics, and provide updates on event status and impacts.
  • You will ensure activities are completed in accordance with market requirements, regulations, and internal policies.
  • You will identify opportunities to improve processes, controls, reporting, and operational efficiency.
  • You will support testing, automation, and system enhancement initiatives.

Wymagania

What will help you be successful in this role

Experience

  • 5+ years of corporate actions experience.
  • Experience reviewing work and performing quality control activities.
  • Strong knowledge of financial markets, investment products, and regulations.

Technical Skills

  • Experience with Aladdin, IMActions, SimCorp Dimension, and Bloomberg.
  • Advanced Microsoft Excel skills.
  • Experience with Power BI, automation, reporting, or process improvements is preferred.

Soft Skills

  • Strong analytical and problem-solving abilities.
  • Excellent attention to detail and sound professional judgment.
  • Effective communication and stakeholder management skills.
  • Ability to prioritize work in a deadline-driven environment.
  • Collaborative approach and commitment to knowledge sharing.

Oferujemy

Why join Franklin Templeton

Future thinking 

  • Shape the future of asset management through cutting-edge technology and global market leadership.

Welcoming culture

  • Grow alongside talented colleagues in a collaborative environment that values diverse perspectives.

True partnership

  • Thrive with strong benefits, competitive leave, and community support that extends beyond the workplace.

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