Strefa Klienta
Specialist K2 Middle Office
At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
K2 is seeking an analytical, detail-oriented, collaborative individual to join the team as a Specialist in the K2 Middle Office. The individual in this position will work on the team of 3 operations professionals and report into the Head of Operations who along with the investment team are based in Stamford, CT & New York, NY.
What are the ongoing responsibilities of Specialist K2 Middle Office?
- Works with internal & external service providers to solve a wide range of day-to-day operational issues.
- Escalation point for all front office operational related issues/questions.
- Cash Management: Monitor daily cash levels within portfolios, transfer funds across accounts to optimize cash balances, invested cash and avoid failed funding requirements.
- Onboarding of sub-advisors across 40act, UCIT, and other K2 products and ongoing facilitation of derivative onboarding, testing, approval process with stakeholders.
- Trade entry and support for K2 Portfolios.
What ideal qualifications, skills & experience would help someone to be successful?
- 5-8 years of relevant experience
- Bachelor’s degree in Finance, Accounting or Economics
- Proficient in MS Excel
- Practical knowledge of securities operations across the post trade life cycle.
- Strong analytical, comprehension and problem-solving skills
What makes Franklin Templeton unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
- Possibility to develop your career in a global environment
- Attractive location in the center of Poznań (New Market)
- Private Healthcare and Life Insurance
- Office gym
- MultiSport Program or MultiSport Cafeteria
- Investment Programs
- Learning resources (LinkedIn Learning, online and in-person trainings)
- Recommendation program (Employee Referral Network)
- Friendly and supportive working environment
- Participation in international projects
- Possibility to lead or support charity events
- Onsite kindergarten and creche
- Onsite canteen, discounted prices
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