Senior Analyst – Investment & Trade Client Services – K2 Support

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.

Senior Analyst – Investment & Trade Client Services – K2 Support

K2 Support team is currently looking for an open-minded and ambitious individual for the role of the Senior Analyst. The ideal candidate possesses an extensive knowledge of investment industries and financial instruments and is eager to join young and dynamic team to support derivatives and collateral management.

You will be responsible for performing a multitude of analytical oriented tasks to support external sub-advisors for K2 funds. This role requires participating in multiple deadline and analytical oriented assignments. Some of the tasks associated with the role may involve the following: validating collateral requirements, reconciling discrepancies, responding to internal and external inquiries, processing derivatives related payments, sub-advisor onboardings, participating in projects.

Working with us, you will be responsible for:

• Collateral management: ensuring the margin requirements are met within assigned custodian and account specific deadlines, working with external K2 sub-advisors and Middle Office teams on collateral selection and optimization.
• Monitoring exposure resulting from open derivatives collateralized under various agreement types.
• Participating in the onboardings and providing daily operational support to various sub-advisors hired to manage FT K2 funds.
• Communicating with the largest custodian banks and brokers, responding to collateral ad-hoc inquiries and solving production issues.
• Working with different global departments: Reconciliation, Settlements, Derivative Agreements, 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.
• Providing direction and training to analysts, overseeing the collateral processes and supporting staff development.
• Leading and participating in collateral and derivatives related initiatives.

We are looking for candidates who:

• Is fluent in written and spoken English.
• Possesses knowledge of investment industry and financial instruments.
• Has good command of Microsoft Office (especially Excel).
• Possesses the analytical skills and problem-solving abilities.
• Is flexible to manage differing challenges and ever-increasing complex nature of transactions.
• Is able to participate and lead projects as well as to provide operational support for new initiatives.
• Has strong attention to detail and the ability to keep track of a large and varied workload.
• Is able to communicate efficiently and is a team player.
• Passion for operational excellence and can-do attitude.

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.