Intern Institutional Client Reporting

Intern 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

Institutional Client Reporting (ICR) EMEA ensures accurate, timely reporting for institutional clients across Europe, Africa, and the Middle East. The team collaborates closely with global client services and sales, transforming complex data into clear reports and presentations. Joining us means working in a dynamic, multicultural environment where you’ll gain hands-on experience in data management, reporting, and process improvement.

How you will add value

Core Responsibilities

You will manage and update internal databases and logs.
You will improve visual presentation of procedures and training materials.
You will support post-sale marketing material production and distribution.
You will monitor and respond to incoming requests.
You will maintain strong relationships with internal partners.
You will contribute to process improvement projects.

Strategic Responsibilities

You will analyse databases to identify improvements.
You will handle pooled-fund reporting requirements.
You will assist with automation and clean-up projects.

Team & Collaboration

You will apply effective business communication skills.
You will participate in training and preparation activities.

What will help you be successful in this role

Experience, Education & Certifications

Enrolled as a student for the full 6-month internship.
Third-year or higher in a business-related field.
Fluent in English.
Available 25–30 hours per week.
Technical skills
Proficient in Windows and Excel.
Skilled in preparing presentations and summarising data.
Familiarity with analytics tools (Alteryx, Power BI, Power Automate) is a plus.

Soft Skills

Strong analytical and organisational skills.
Detail-oriented and self-disciplined.

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"

Intern Institutional Client Reporting