Data and Reporting Analyst - Investment Risk

Data and Reporting Analyst - Investment Risk

Poznań

Benefit Street Partners (BSP) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

Benefit Street Partners operates independently as an investment group. It is an alternative credit pioneer that seeks to deliver attractive returns through its relationships, specialist expertise, and global reach. We focus exclusively on credit, building deep expertise across direct lending, structured credit, liquid credit, special situations, infrastructure debt, and real estate.

Visit www.bspcredit.com to learn more about our company.

About the department

BSP is seeking a Data and Reporting Analyst based in Poznan, Poland, to support Investment Risk reporting, analytics, data quality and process improvement across BSP investment strategies. The role is primarily data and reporting focused, with an Investment Risk orientation. The successful candidate will support recurring and ad hoc reporting, data validation, workflow automation, dashboard development and stakeholder analysis using data sourced from multiple internal and external systems. The role will partner closely with the Investment Risk team in London, as well as Fund Finance, Compliance, Technology, Portfolio Analytics, Fund Managers and external service providers. This position reports to the Executive Director of Investment Risk in London.

How you will add value

Core Responsibilities

You will produce monthly, quarterly and ad hoc Investment Risk reports.
You will maintain reporting processes and associated controls.
You will extract, transform, reconcile and validate risk-related data.
You will investigate data discrepancies and communicate resolutions.
You will support ad hoc analyses and portfolio-level reporting.

Strategic Responsibilities

You will develop and automate data workflows using reporting tools.
You will create and enhance Tableau dashboards and analytics outputs.
You will identify reporting and data quality improvements using AI including Codex.

Team & Collaboration

You will collaborate with stakeholders to resolve reporting issues.
You will document procedures, controls and process maps.

What will help you be successful in this role

Experience, Education & Certifications

3+ years of experience in data and reporting, fund operations, portfolio analytics or related roles.
Experience reconciling and validating data from multiple systems.
Some experience in finance, including accountancy, private credit, loans, bonds and related instruments.
Familiarity with portfolio management, risk or fund accounting systems.

Technical Skills

Advanced Microsoft Excel skills and working knowledge of SQL.
Experience with Python, Alteryx, KNIME and Tableau.
Experience building data workflows and dashboards.

Soft Skills

Strong analytical and numerical skills with attention to detail.
Ability to communicate effectively across geographies and time zones.
Organised, proactive and able to manage deadlines.
Curiosity and initiative to improve processes and automate tasks.
Strong written and verbal English communication skills.
Team player with relationship-building skills.

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 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.

Przewodnik "Kariera w finansach i bankowości"

Przewodnik "Kariera w finansach i bankowości"

Przewodnik "Kariera w finansach i bankowości"

Przewodnik "Kariera w finansach i bankowości"

Data and Reporting Analyst - Investment Risk