Analyst - Middle Office Client Services

Analyst - Middle Office Client Services

Poznań

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

About the Department

Our Cash Management team ensures accurate and timely liquidity operations for global mutual and institutional accounts. We collaborate closely to support portfolio managers and maintain financial stability across regions. Joining us means working in a dynamic, detail-oriented environment where you’ll gain expertise in international cash operations and financial systems.

How You Will Add Value

You will perform daily and weekly cash management tasks accurately and on time.
You will prepare cash projection reports for portfolio managers.
You will monitor overdrafts and long balances daily.
You will instruct foreign exchange spot deals when required.
You will support monthly and periodic reporting tasks.
You will assist with projects and ad-hoc assignments.

What Will Help You Be Successful in This Role

Experience & Education

College diploma in accounting or business, or equivalent experience.
Graduate-level courses in finance or business are a plus.

Technical Skills

Proficiency in Microsoft Excel and Outlook.
Familiarity with automated financial systems and general ledger tools.

Soft Skills

Strong analytical and organizational skills with the ability to work in a fast-paced, team-oriented environment.
Ability to meet deadlines under pressure.
Excellent communication and attention to detail.
Adaptability during critical periods and quick learning ability.
Problem-solving and decision-making skills to resolve issues effectively.

Work Schedule & Location

Standard hours: standard hours are 9:30–18:00. The team provides coverage from 8:00–21:00, so flexibility is required based on business needs.
Work arrangement: hybrid 2:3 (2 days from the office, 3 days form home).

Experience our welcoming culture and reach your professional and personal potential!

Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.

Hear more from our employees

We want our employees to be at their best. By joining us, you will connect with a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.

Learn more about the wide range of benefits we offer at Franklin Templeton in Poland

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Franklin Templeton is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. We encourage the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. We ensure that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.

Please see the procedure below – both in Polish and English

Przewodnik "Kariera w finansach i bankowości"

Przewodnik "Kariera w finansach i bankowości"

Przewodnik "Kariera w finansach i bankowości"

Przewodnik "Kariera w finansach i bankowości"

Analyst - Middle Office Client Services