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 Trade Services – Collateral team responsible for?

Collateral team is currently looking for an open-minded and ambitious individual for the role of the Senior Analyst. The ideal candidate possesses an extensive knowledge of investment industries and financial instruments and is eager to join the team supporting derivatives operations and collateral management.

Some of the tasks associated with the role may involve the following: engaging with internal & external parties to resolve collateral related complex queries, handling collateral related projects and initiatives, reconciling & resolving aged discrepancies, doing process improvement & documentation.

What are the ongoing responsibilities of the Senior Analyst – Investment & Trade Client Services?

• Ensuring the margin requirements are met within assigned custodian and account specific deadlines, working with Front and Middle Office teams on collateral selection and optimization
• Assess the risk associated with various collateral types and manage exposure to counterparty risk.
• Liaising with internal groups (Trading, Middle Office, Legal, Front Office, Settlements, Recon) to resolve issues.
• Maintaining relationships with external counterparties such as brokers, custodians, FCMs, etc to resolve queries.
• Independently handling collateral related projects and initiatives and give ideas & solutions.

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

• Ability to generate creative solutions to problems and challenge processes; be willing & take initiative to dig into the detail to resolve issues.
• Ability to participate and lead projects as well as to provide operational support for new initiatives.
• Flexible to manage different challenges and ever-increasing complex nature of transactions.
• Strong attention to detail and the ability to keep track of a large and varied workload.
• Proficient in MS Office applications (Word, Excel, PowerPoint, Outlook and Access). Familiarity with/ability to create Excel macros (VBA) would be an advantage.

**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, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.