Analyst-Investment & Trade Ops - Corporate Actions

Analyst-Investment & Trade Ops - Corporate Actions

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 Global Corporate Actions team at Franklin Templeton manages corporate action events for over 70,000 assets worldwide. We research, monitor, and process events that shape global markets, from major restructurings to high-profile mergers. Based in Poznan, we work across equities, debt, and warrants, collaborating with portfolio managers, custodian banks, and legal counsel. Joining us means gaining exposure to complex financial transactions, contributing to market-impacting decisions, and building a career in a dynamic, global environment.

How You Will Add Value

Core Responsibilities

You will research corporate actions (e.g., dividends, stock splits, mergers, rights issues, spin-offs, etc.) and communicate with banks, companies, and data vendors.
You will process and reconcile corporate action events accurately and on time.
You will investigate and resolve exceptions and discrepancies.
You will collaborate with international stakeholders to ensure smooth operations.
You will support projects that improve workflows and drive automation.

What Will Help You Be Successful in This Role

Experience & Education

Understanding of financial instruments such as equities and debt.

Technical Skills

Interest or basic knowledge of Structured Query Language (SQL), Visual Basic for Applications (VBA), or Power BI a plus.
Intermediate knowledge of excel.

Soft Skills

Fluency in English and strong communication skills.
Analytical mindset with attention to detail.
Ability to manage deadlines and work under pressure.
Self-reliance and accountability in daily tasks.

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 Ops - Corporate Actions