Specialist - investment & Trade Client Services

Join Franklin Templeton In Poznan, Poland

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

The Collateral team plays a key role in managing financial risk and ensuring timely, accurate collateral transfers to protect the firm's counterparty exposure. We work closely with internal departments such as Front & Middle Office, Fund Oversight, as well as external partners such as brokers, custodians, or vendors. The environment encourages ownership, innovation, and continuous learning, making it a great place for professionals who want to deepen their expertise in financial instruments and operational excellence.

How You Will Add Value

Core Responsibilities:

• You will ensure collateral requirements are met across custodians and accounts.
• You will work with Front and Middle Office teams to optimize collateral.
• You will ensure any uncovered exposure is investigated.
• You will identify and implement practical solutions to improve workflows.
• You will resolve operational issues with internal teams.
• You will maintain strong relationships with brokers, custodians, and vendors.
• You will contribute to documentation and process improvements.

Team & Collaboration:

• You will lead and support collateral-related projects.
• You will provide operational input for new initiatives.
• You will engage with internal and external stakeholders to resolve complex queries.
• You will share ideas that enhance team collaboration and efficiency.

What Will Help You Be Successful In This Role

Experience, Education & Certifications:

• Solid understanding of investment industries and financial instruments.
• Experience managing high-volume operational tasks.
• Proven ability to lead or support projects.

Technical Skills:

• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Familiarity with SharePoint Workflows and collaboration platforms.
• Basic SQL skills for data querying.
• Basic experience with Alteryx and Power BI for data analysis and visualization.

Soft Skills:

• Initiative and creative problem-solving mindset.
• Strong attention to detail and organizational skills.

Experience Our Welcoming Culture

Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.

We want our employees to be at their best. By joining us, you will connect with a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Franklin Templeton is committed to fostering a diverse and inclusive environment.