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Senior Client Data Specialist

  • Poznań, wielkopolskie pokaż mapę
  • Specjalista
  • 04.10.2017

    Pracodawca ma prawo zakończyć rekrutację we wcześniejszym terminie.

    Franklin Templeton Investments remains a leading global investment management organization for more than 65 years thanks to our greatest assets - our employees. With over 9,000 employees working in 35 countries around the world to service over 240 financial products, we offer an exceptional range of diverse career options. Our corporate values reflect the best of our employees. We believe in putting clients first, building relationships, achieving quality results, and working with integrity. We strive to bring a balance of work and life to our employees.

    We’re currently looking for a Senior Client Data Specialist to join our team.

    Senior Client Data Specialist
    Location: Poznań

    Job description:

    Senior Client Data Specialist will be working within the Client Data Exchange (CDEX) Team that is part of the Product Data Services (PDS). CDEX specifically is a Team being in charge of a product data services solution (people, process, and technology) for accessing and distributing fund product data with the capability of generating reports/extracts for internal and external customers. CDEX is also addressing regulatory reporting requirements.

    The Senior Client Data Specialist position is responsible for project related activity and daily operations ensuring that all assigned tasks and incoming requests are fulfilled timely, accurately and according to internal procedures. The Senior Client Data Specialist is a position involved in client relationships and communication, report and data extract creation and delivery with a degree of technical expertise and reporting tool knowledge. Having a Senior role within the Team would constitute a range of additional responsibilities including: complex data/technology related issue solving, acting as a key data SME on essential projects, continuously expanding knowledge and expertise.


    The ideal candidate has:

    • Bachelor's/Master’s Degree - Business Administration (Finance, Economics, Marketing) ) or Computer Science preferred
    • 3-5+ years job specific experience working with technologies relating to automation of data, content, documents, reporting, publishing, web services, API etc. preferred
    • Finance / IT background
    • Interest in financial data management and reporting
    • Knowledge of mutual fund industry, specifically investment vehicles
    • Experience with project management or knowledge of a project lifecycle (Agile, Waterfall)
    • Experience with system automation, system development, workflow design analysis, and data analysis
    • Proficiency of MS Excel, MS Access
    • Proficiency in business intelligence tools (SAP Business Objects) desired
    • Working knowledge of MS Outlook, MS Visio, MS Word, MS Project, MS PowerPoint
    • Experience in global investment management or technology oriented firm
    • Strong written, verbal and interpersonal communication skills
    • Strong analytical skills and attention to detail
    • Fluent knowledge of English (spoken and written)
    • Strong quantitative and analytical skills, with detail oriented approach to research
    • Solves routine problems of limited scope and complexity following established policies and procedures
    • Very good organizational skills
    • Ability to prioritize workload and meet deadlines
    • Self-reliance and self-discipline at work


    • Possibility to develop your career in a Global environment
    • Attractive location
    • Benefit package: medical insurance, Life Insurance, Assistance Package, Employee Assistant Program, MultisportCard, Staff investment program
    • Stable employment conditions
    • Free gym in your office
    • Friendly and supportive working environment
    • Participation in international projects
    • Possibility to lead or support Charity Events