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Associate Analyst – Investment Performance and Risk

  • Wymiar czasu: pełny
  • lokalizacja: Poznań
  • Data ważności oferty: 09.11.2018
Franklin Templeton

Jesteśmy globalną organizacją inwestycyjną, a zarazem liderem w zarządzaniu aktywami, działającą na rynku jako Franklin Templeton Investments. 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.

Associate Analyst – Investment Performance and Risk

Working with us, you will be responsible for:

The primary function of this position is to maintain, validate and analyze data used throughout the performance and risk reporting process. This position will also be involved in projects to improve, stabilize and transition data flows between internal systems. Another key aspect will be to report portfolio performance, characteristics, weights, attribution and risk statistics.

Daily task:

  • Identify and resolve data issues of low to moderate complexity impacting performance, characteristics, attribution and risk reporting.
  • Participate in larger projects to test data accuracy, flows and quality.
  • Build checks and tools to ensure a high level of quality for the whole risk and performance process.
  • Review portfolio performance, attribution and risk statistics by analyzing the accuracy and quality of the underlying data.
  • Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems by the agreed upon date.
  • Create and run standard reports and queries.
  • Respond to ad-hoc requests for performance, characteristic and risk statistic information.
  • Provide commentary/explanations upon request for portfolio performance and attribution.
  • Review automated validation controls and complete issue resolution process.
  • Collaborate with global Risk team colleagues to leverage best practices and obtain support/advice

We are looking for candidates who have:

  • Bachelor’s degree (ideally finance, accounting and/or business-related, math or other quantitative discipline)
  • Requires 1-2 years of relevant investment industry experience
  • Prior project management, investment management operations experience desired
  • Prior investment performance, investment operations or fund accounting experience is viewed favorably
  • Good understanding of accounting rules and systems
  • Good understanding of databases and data flows
  • Ability to work with large data sets
  • Knowledge of statistical calculations
  • Knowledge of financial instruments and markets
  • Knowledge of source systems for data and ability to verify for accuracy
  • Knowledge of proper English usage, grammar, spelling and vocabulary
  • Strong quantitative abilities
  • Strong verbal and written communication skills
  • Strong attention to details
  • Excellent analytical skills
  • Microsoft Office: Access and Excel: Advanced
  • Ability to work independently
  • Ability to exercise independent judgment consistent with department guidelines
  • Ability to organize and prioritize workflow and to coordinate the work of others
  • Ability to maintain updated knowledge of procedures, products and activities of assigned area
  • Ability to work under pressure
  • Ability to perform multiple tasks in a fast-paced, team environment

We guarantee: 

  • Local work with global perspective
  • Panoramic view on Poznan
  • Benefit package: medical insurance, Life Insurance, Assistance Package, Employee Assistant Program, MultisportCard, Staff investment program
  • Gym in the office
  • Work based on work-life balance concept
  • Work based on mutual trust and constant feedback
  • Possibility of being involved in local initiatives and social action projects

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Franklin Templeton to globalna firma finansowa z ponad 70-letnią tradycją, świadcząca usługi i rozwiązania inwestycyjne w ponad 150 krajach na całym świecie.

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