Specialist-Investment & Trade Client Services

Specialist-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

Complex Securities Support Team plays key roles in research and onboarding of new securities. The team administers and supports Franklin Templeton’s most complex investments such as derivatives and structured products. It operates through the Complex Security Operations Committee (CSOC), a cross-organizational group from key functional areas.

How you will add value

Core Responsibilities

You will support the Complex Securities Lead in managing CSOC.
You will work with SMEs on research and testing of new securities.
You will document research results as business and system requirements.
You will support PMO in roles such as SME, business analyst, tester.
You will support operational teams with processes and troubleshooting.
You will develop new processes and enhance workflows.
You will solve complex operational problems.
You will provide updates and reports to management.

What will help you be successful in this role

Experience, Education & Certifications

Bachelor’s degree in finance, economics, or related field.
3+ years in financial services or securities operations.
Experience with derivatives or structured products.

Technical Skills

Strong Microsoft Office skills (especially Excel).
Familiarity with Bloomberg or similar tools.
Basic SQL or Python is a plus.
Experience with SharePoint or Power Platform is a plus.

Soft Skills

Strong analytical and problem-solving abilities.
Ability to prioritize and manage deadlines.
Effective communication and stakeholder management.
Attention to detail and organization.
Ability to work independently and collaboratively.

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"

Specialist-Investment & Trade Client Services