Analyst - Investment & Trade Client Services

Analyst - Investment & Trade 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

The Collateral team within Investment & Trade Client Services manages derivatives and collateral processes to reduce counterparty risk. We work closely with internal teams and external partners to ensure accurate, timely operations. Joining us means gaining exposure to global markets, collaborative problem-solving, and opportunities to develop technical and analytical skills.

How you will add value

You will ensure margin requirements are met on time.
You will optimize collateral with Front and Middle Office teams.
You will monitor exposures from derivative trades under various agreements.
You will communicate with custody banks and brokers to resolve inquiries.
You will collaborate with teams across Middle Office, Settlements, Pricing, and Risk.
You will prepare regular metrics and reports.
You will implement workflow improvements for efficiency and risk reduction.

What Will Help You Be Successful in This Role

Experience & Education:

Fluent in written and spoken English.
Knowledge of investment industry and financial instruments.
Proficiency in Microsoft Excel.

Technical Skills:

Familiarity with automation tools (Power Query, Power Automate, Power BI, VBA, SQL)

Soft Skills:

Strong analytical and problem-solving ability.
Attention to detail and time management.
Clear communication and teamwork.
Proactive, positive attitude.

Work Schedule & Location

Standard hours: 12:30 – 21:00, optional one morning shift per week
10:30 – 19:00.

Hybrid work: 2-3 days form the office based in Poznań

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 - Investment & Trade Client Services