Oferta pracy

Client Relations Analyst

Franklin Templeton Investments Poland Sp. z o.o.

  • Przemysłowa 3, Wilda, Poznań
    Poznań, Greater Poland
  • offer expired 15 days ago
  • contract of employment
  • full-time
  • specialist (Mid / Regular)
  • full office work, hybrid work
  • remote recruitment

Franklin Templeton Investments Poland Sp. z o.o.

Przemysłowa 3

Wilda

Poznań

Your responsibilities

  • Maintain the highest standards of Client Reporting for Franklin Templeton Institutional Clients

  • Collaborate with various internal teams (Portfolio Accounting, Investment Risk, Performance Risk, Commentary, PDS, AMP and Legal) to ensure information flow is accurate for Institutional Client Reports within prescribed deadlines

  • Support priority and ad hoc reporting requirements of external institutional clients and internal clients like Sales, Client Service and Portfolio Managers

  • Resolve Client Queries in a timely manner by investigating and coordinating with internal teams; investigating data changes and issues and notifying upstream/downstream impacted teams

  • Champion, lead and support Transition of reporting from Client Service regional teams

  • Monitor the maintenance of client accounts, including opening new accounts, processing changes and transfers, and terminating/liquidating accounts

  • Analyze process changes/automations resulting in increased measurable results along with key metrics which impact the operations

  • Working under minimal supervision, adhering to policies & procedures and escalating issues to management when necessary

  • Building and maintaining professional relationships with business partners through effective communication (Client Services, Sales, Investment Risk, Portfolio Accounting, Portfolio Management, Product Management, Legal, Compliance etc.)

Our requirements

  • Minimum Bachelor’s Degree

  • 1 - 3 years of relevant industry experience, asset management industry, institutional financial services or comparable high-quality analytical experience required

  • Familiarity with institutional clientele, products, servicing needs, and information standards

  • Experience working in a global business environment with diverse cultures and time zones

  • The ability to analyze trends, identify incorrect data and produce client reporting with 100% accuracy

  • Understanding Risk characteristics, performance and attribution is preferred

  • Understanding data confidentiality (dealing with highly confidential data)

  • Experience in report creation using PowerPoint, Excel and Adobe Acrobat

  • Excellent documentation skills to capture solutions / workflows as repeatable and defined processes

  • Eye to detail and accuracy

  • Flexibility and adaptability

  • Strong multi-tasking, organizational and follow-through skills

What we offer

  • 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

  • Benefits

  • sharing the costs of sports activities

  • private medical care

  • life insurance

  • corporate gym

  • saving & investment scheme

  • corporate library

  • no dress code

  • video games at work

  • coffee / tea

  • parking space for employees

  • leisure zone

  • kindergarten / nursery

  • employee referral program

  • opportunity to obtain permits and licenses

  • charity initiatives

  • onsite canteen, discounted prices

  • multisport program or multisport cafeteria

  • interest groups and events

  • rich learning resources and workshops

Client Relations Analyst with FTS Institutional Client Reporting Team will provide support on day-to-day account servicing and reporting needs for institutional clients globally. The employee will be responsible for key institutional clients, creating client reporting via various automated and non-automated platforms. They will identify reporting requirements and coordinate deliveries with other business units as needed, as well as provide subject matter expertise on production/problem resolution of client reporting and related services. They may work on projects as directed by the leadership team and will also communicate and coordinate with other GCSS hubs, globally, as required.