At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

What are the ongoing responsibilities of a Senior Analyst-Middle Office Client Services?

The Senior Analyst performs review of the daily/weekly and periodic tasks in accordance with current requirements and procedures to ensure that all the cash management and projection tasks are completed accurately and on time.

The scope of work covers mainly Luxembourg, US and Canadian mutual and institutional accounts. Daily tasks cover e.g. preparing various cash management/projection reports for portfolio managers, active monitoring of overdrafts and long balances, instructing FX spot deals whenever required. Senior Analyst supports completion of monthly and periodic task and is involved with specified projects or ad- hoc tasks.

What ideal qualifications, skills & experience would help someone to be successful?

Knowledge, education and experience:

• A college diploma in accounting/business or equivalent experience is required for this position.

• Graduate level accounting, finance or business courses would be viewed favourably.

• Experience in Microsoft Office applications (Excel, Outlook) is viewed favourably.

• Experience with automated financial systems, including a general ledger, will be viewed as advantage.

Skills and abilities:

• Strong analytical and organization skills with the ability to work in a fast-paced, team-oriented environment.

• The ability to work with deadlines and work under pressure in a dynamic environment.

• Good verbal and written communication skills.

• Strong attention to detail.

• Flexibility throughout all aspects of the individual’s daily work, specifically during disaster recovery periods.

• Ability to learn quickly and share the knowledge within the team.

Problem solving and decision making:

• Ability to analyse problems and determine and/or recommend resolutions.

• Ability to solve problems of moderate and severe complexity, even when there is no formal pre-approved procedure or instruction.

• Ability to prioritize workload and meet deadlines.

• Work under very general supervision and require to support less experienced team members.

Experience our welcoming culture and reach your professional and personal potential!

Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.

Hear more from our employees

We want our employees to be at their best. By joining us, you will connect with a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered. 

Learn more about the wide range of benefits we offer at Franklin Templeton in Poland

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, mi