Analyst – K2 Operations

Jesteśmy globalną organizacją inwestycyjną, a zarazem liderem w zarządzaniu aktywami, działającą na rynku jako Franklin Templeton. Nasza główna siedziba zlokalizowana jest w San Mateo (Kalifornia), a nasze oddziały i wspierające nas spółki zależne znajdują się w 35 krajach. Świadczymy usługi i rozwiązania inwestycyjne w ponad 150 państwach na całym świecie.

Analyst – K2 Operations

Trade Services (TS) – K2 Operations team is currently looking for an open-minded and ambitious individual for the role of the Analyst. The ideal candidate possesses essential knowledge of investment industry and financial instruments and is eager to join the team to support derivatives and collateral management related processes.

You will be responsible for performing analytical-oriented tasks to support Franklin accounts sub-advised by external Investment Managers in mitigating counterparty risk on the derivatives market. This role requires involvement in daily assignments, projects, and initiatives. Tasks associated with the role may involve – but are not limited to – validating collateral requirements, reconciling discrepancies, instructing wires and communicating with internal and external counterparties.

Working with us, you will be responsible for:

• Collateral management: ensuring the margin requirements are met within specific deadlines, working with Front and Middle Office teams on collateral selection and optimization.
• Monitoring exposures resulting from open derivative trades collateralized under various agreement types.
• Communicating with sub-advisors, custody banks, brokers, FCMs, responding to ad-hoc inquiries and solving production issues.
• Working with different FT departments: MOCS, Reconciliation, Settlements, Pricing, Risk.
• Preparation of the daily, weekly, and monthly metrics and reporting.
• Deployment of improvements into existing workflows that provide additional efficiencies, time savings and risk mitigation.
• Participating in global projects.

We are looking for candidates who:

• Is fluent in written and spoken English.
• Possesses essential knowledge of investment industry and financial instruments.
• Has good command of Microsoft Office (Excel in particular).
• Possesses the analytical skills, problem-solving abilities, and a can-do attitude.
• Has strong attention to detail and time management skills.
• Can communicate in an open and efficient way.
• Is a team player.
• Has some experience and interest in automation tools (e.g. Power Platform, macros in VBA) and is motivated to develop them.

We guarantee:

• Possibility to develop your career in a global environment
• Attractive location in the center of Poznań (New Market)
• Private Healthcare and Life Insurance
• Office gym
• MultiSport Program or MultiSport Cafeteria
• Investment Programs
• Learning resources (LinkedIn Learning, online and in-person trainings)
• Recommendation program (Employee Referral Network)
• Friendly and supportive working environment
• Participation in international projects
• Possibility to lead or support charity events
• Onsite kindergarten and creche
• Onsite canteen, discounted prices

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Cenimy rodziców. Są ważną częścią różnorodnej i inkuzywnej kultury Franklin Templeton. Dlatego staramy się zapewnić wielowymiarowe wsparcie tak, by mogli spełniać się w swoich życiowych rolach.