Analyst - Institutional Client Reporting

Analyst - Institutional Client Reporting

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 Institutional Client Reporting team, part of Global Operations, delivers scheduled reporting for institutional clients investing in Franklin Templeton products. The team ensures accurate, timely reporting while supporting client queries, ad hoc requests, and meeting materials. Team members work closely with performance, accounting, investment, sales, and operations partners, contributing to a collaborative, process-driven environment focused on high service quality and continuous improvement.

How you will add value

Core Responsibilities
You will deliver periodic client reports accurately and on time.
You will produce automated reports using specialized reporting platforms.
You will prepare manual reports for non-standard client requests.

Strategic Responsibilities

You will identify opportunities to improve reporting quality and efficiency.
You will support process improvement initiatives and system enhancements.

Team & Collaboration

You will collaborate with client service and reporting teams globally.
You will communicate effectively with internal business partners.
You will support business continuity through cross-training.

Regulatory & Data Quality

You will deliver regulatory reports, including EMIR and MiFID II.
You will review data quality and help resolve reporting discrepancies.

What Will Help You Be Successful in This Role

Experience & Education

0–2 years of experience in the financial services industry.
Demonstrated strong and consistent
Bachelor’s degree or equivalent experience required.
Master’s degree or MBA preferred.

Technical Skills

Proficiency in Microsoft Outlook, Word, PowerPoint, Excel.
Advanced Excel and PowerPoint knowledge preferred.
Experience with SharePoint application development is an advantage.
Familiarity with Alteryx, Tableau, Xceptor, RPA, or Power BI is an advantage.

Soft Skills

Strong attention to detail and ability to meet tight deadlines.
Strong analytical and problem-solving skills.
Ability to manage multiple tasks simultaneously.
Ability to build effective relationships with our internal and external partners.
Strong verbal and written English skills.

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 - Institutional Client Reporting