Oferta pracy

Senior TA Analyst

Franklin Templeton Investments Poland Sp. z o.o.

  • Przemysłowa 3, Wilda, Poznań
    Poznań, Greater Poland
  • offer expired 17 days ago
  • contract of employment
  • full-time
  • senior specialist (Senior)
  • home office work, hybrid work
  • remote recruitment

Franklin Templeton Investments Poland Sp. z o.o.

Przemysłowa 3



Your responsibilities

  • To review, monitor and enhance our contractual, financial, operational and servicing arrangements with our Partners

  • Ensure consistency across TA Partners, the adoption of best practice and adherence to tax, regulatory, Industry and Franklin Templeton driven requirements

  • Act as point of escalation for operational teams in the event of issues with our TA Partners

  • Conduct reviews with vendors to enable us to drive service improvements and enhance the customer experience in conjunction with Intl TA Oversight EMEA

  • Support our business partners by identifying vendors in new and changing markets; conduct annual and on-site diligence, negotiate fees and service levels and establish the relationship

  • Lead on-site diligence and RFP reviews

  • To oversee all Partner client documentation and mailings ensuring content accuracy

  • Generate pricing models and assist with product profitability

  • Oversee invoice reconciliation and approval process and manage vendor budgets

Our requirements

  • Prior experience of working in or with Transfer Agency or Relationship roles

  • Good knowledge of the European regulatory regime for funds including the specific expectation of best practice in outsourced fund administration oversight

  • Strong team player who works effectively in an open, nonhierarchical environment with a willingness to learn and embrace change

  • Self-starter displaying professionalism, energy and the ability to prioritise time, work under pressure within a small team and meet tight deadlines with good attention to detail

  • Must be client focused and able to react and resolve operational issues in a short time frame

  • Analytical with good interpersonal and communication skills

  • Proficiency in the use of excel including use of formulas, Macros, modelling

  • Proficient use of the English language

  • The role will require an element of travel from time to time

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

What is The GSS Partnership Management (GPM) team responsible for?

The EMEA & Americas TA Oversight & Client Relationships department provides TA service delivery and business partners oversight, as well as key distribution relationship support, for the funds domiciled in the EMEA Region.

The GSS Partnership Management (GPM) team sits within this group and aims to support the business and its customers through the management of all TA Partners/vendors, ensuring exceptional service is maintained with Franklin Templeton playing a key role in driving market development and change, aligned with its own changing needs. The team will provide key Partner/Vendor relationship support alongside TA governance and oversight for the funds domiciled in the EMEA and Americas region. In line with the Franklin Templeton Code of Conduct, ensuring the highest ethical standards in all aspects of business activities.