Associate Analyst – Investment Performance Risk

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. Dział Płac firmy Franklin Templeton Investments Poland obecnie poszukuje kandydatów zainteresowanych pracą na stanowisku Specjalista ds. płac.

Associate Analyst – Investment Performance Risk

Miejsce pracy: Poznań

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.

This position will also provide support in liaising with internal clients including Sales and Client Relationship Teams, Risk Managers, Investment Analysts as well as various compliance and legal teams. The analyst will collaborate frequently with Risk colleagues globally.

Daily tasks:

• 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.

Joining us means:

• Informal atmosphere and possibility to implement your own ideas
• Work in a team which will allow you to will give you a boost

We are looking for candidates who:

• Have bachelor’s degree (ideally finance, accounting and/or business-related, math or other quantitative discipline)
• Have 1-2 years of relevant investment industry experience (requires)
• Have prior project management, investment management operations experience desired
• Have prior investment performance, investment operations or fund accounting experience is viewed favorably
• Have good understanding of accounting rules and systems
• Have good understanding of databases and data flows
• Have ability to work with large data sets
• Have knowledge of statistical calculations
• Have knowledge of financial instruments and markets
• Have knowledge of source systems for data and ability to verify for accuracy
• Have knowledge of proper English usage, grammar, spelling and vocabulary
• Have strong quantitative abilities
• Have strong verbal and written communication skills
• Have strong attention to details
• Have excellent analytical skills
• Knows Microsoft Office: Access and Excel: Advanced

We guarantee:

• Local work with global perspective
• Panoramic view on Poznań
• 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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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.