sharing the costs of sports activities
Pracodawca zakończył zbieranie zgłoszeń na tę ofertę
Specialist - Middle Office Client Services
Franklin Templeton Investments Poland Sp. z o.o.
- Przemysłowa 3, Wilda, PoznańPoznań, Greater Poland
- offer expired 3 months ago
- contract of employment
- full-time
- specialist (Mid / Regular)
- hybrid work
- remote recruitment
Franklin Templeton Investments Poland Sp. z o.o.
Przemysłowa 3
Wilda
Poznań
Your responsibilities
Act as point of contact to Front Office for all related questions, assisting with these, finding solutions and tracking these through to completion
Assist other internal departments on portfolio transactions, valuations and issues
Liaise with internal and external clients to resolve discrepancies
Help to design more efficient methods of control
Identify and champion opportunities within your interactions to increase service offerings, improve efficiencies, evolve workflows, and minimize risks
Develop solutions to critical business issues and present alternatives to management team
Participate in cross-functional and/or cross-departmental projects and initiatives
Take an active part in the testing of new systems/functions
Monitor daily failing and non-completed trades for local Front Office
Monitor error trends with counterparties & custodians to ensure these are addressed
Assist with the on-boarding activities for locally managed accounts and provide support on any significant account events (i.e. fund launches, account closures and in-specie transfers)
Build strong relations with portfolio managers and traders to act as a channel for all their operational questions
Chair the broker service review meetings
Our requirements
Bachelor’s degree or equivalent experience
Prior experience within an operational role within Asset Management (Trade Settlements & Support, Corporate Actions, Pricing, Security Master, Proxy)
Strong product knowledge (Fixed Income, Equity, FX and Derivatives)
Minimum 4 years related experience
Good presentation skills and ability to interact with all levels of users and management
Resilient; able to work under pressure and ability to track and deliver assignments on schedule
Ability to work on multiple deadline orientated tasks in a high energy environment
Good financial market knowledge
Good knowledge of some standard systems (i.e. OMGEO products, MISYS & Bloomberg)
Knowledge of business desktop applications (Word, PowerPoint, Access, Excel)
Excellent customer service, accurate and logical problem solving.
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
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 MOCS - PM responsible for?
We are looking for a Specialist to join our MOCS - PM and Trading Services team in Poznan.
Our MOCS team is responsible for supporting our portfolio managers and traders on a daily basis, providing oversight of the accounts and assisting with any trade queries. This means you’ll work closely with the portfolio management teams in Europe and our back office teams throughout the globe.
Franklin Templeton Investments Poland Sp. z o.o.
At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.