Senior Analyst-Investment & Trade Client Services

Senior 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

Our team is responsible for supporting the full lifecycle of OTC derivative products, including Swaps, Options, CFDs, and other derivative instruments.

We manage critical operational activities such as trade capture validation, trade confirmations, lifecycle event processing, cash flow oversight, reconciliations, and exception management, while partnering with brokers, counterparties, Front Office, Technology, and other internal stakeholders. The team plays a critical role in ensuring the accuracy, efficiency, and integrity of the OTC operating model. Team members contribute to risk mitigation, automation, process optimization, and strategic operational initiatives while supporting global stakeholders.

How you will add value

Core Responsibilities

You will perform and oversee OTC Operations activities.
You will ensure accuracy, timeliness, and procedural compliance.
You will perform reviewer and control functions.
You will investigate reconciliations, breaks, discrepancies, and exceptions.
You will ensure stakeholders receive accurate information.

Strategic Responsibilities

You will contribute to operational risk mitigation.
You will support data integrity across processes.
You will participate in automation and optimization initiatives.

Team & Collaboration

You will collaborate with internal and external stakeholders.

What will help you be successful in this role

Experience, Education & Certifications

Bachelor's or Master's degree in Finance, Economics, Business, or related field.
Experience in financial services, preferably Operations, Middle Office, or Investment Operations.
Knowledge of derivative products is a strong advantage.

Technical Skills

Strong technical aptitude and advanced Excel skills.
Experience with VBA, SQL, or process automation tools is an advantage.

Soft Skills

Strong verbal and written communication skills.
Strong analytical, organizational, and problem-solving skills.
Ability to manage multiple priorities in a fast-paced environment.
Strong attention to detail and ownership mindset.

Work schedule

Mode of work: Fully from the office.

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.

FTIS is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. FTIS encourages the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. FTIS ensures 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"

Senior Analyst-Investment & Trade Client Services