Documentation and Project Analyst

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.

Documentation and Project Analyst

Portfolio Account Services (PAS) department is responsible for ensuring that all investment vehicles of Franklin Templeton and its affiliates are able to trade in any type of security, with any counterparty and in any market required. We support our Portfolio Managers by ensuring that the necessary banking and legal infrastructure is in place. PAS works with internal subject matter experts and external institutions such as banks, other investment managers, depositaries, financial regulators, tax advisors all around the world.

Our continuous effort makes new product launches possible, keeps our funds compliant with constantly changing regulatory frameworks and puts them in the best position to execute trading activity all the time.

Working with us, you will be responsible for:

• Working on key projects resolving around the milestones in each investment vehicle’s lifecycle – launches, closures, repositioning’s and more
• Preparing documentation required to open custody accounts, discussing the details of desired setups internally and externally
• Searching for necessary information and reporting your progress to key stakeholders

We are looking for candidates who:
Education and experience:

• Bachelor’s degree or higher/Student status (4th or 5th year students) in the area of finance, economics, business, law, administration or similar.
• Previous work experience in investment industry or international financial institution would be a plus.
• Professional experience in international organization, handling legal or tax documentation, project management and data research are also advantages.

Knowledge, skills and abilities:

• Fluent command of English, both written and spoken, is a must. Other languages are an advantage.
• Strong knowledge of Microsoft Outlook, Excel, Word and Power Point. Ability to learn how to use new tools and applications.
• Quick learner. Proven ability to search for information, analyze and refine it, to share it with others.
• Strong interpersonal skills, comfortable with initiating communication with internal and external stakeholders, open to giving and receiving feedback, not afraid to question and discuss.
• Ability to plan ahead, prioritize tasks, manage your projects and meet deadlines.
• Attention to detail and quality of work, personal integrity, commitment, and accountability for own actions.

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.