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Specialist - Middle Office Client Services

Franklin Templeton Investments Poland Sp. z o.o.

  • Przemysłowa 3, Wilda, Poznań
    Poznań, 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



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


  • 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 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.

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