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.
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What is Investment Risk Regulatory Operations Team responsible for?The Investment Risk Regulatory Operations Team in Poznan plays a critical role in ensuring compliance with investment risk regulations. The team supports the organization’s risk management strategy by delivering accurate, timely regulatory reports. It focuses on data validation, automation, and cross-functional collaboration to meet evolving regulatory requirements.
What are the ongoing responsibilities of Analyst-Investment Risk Regulatory Operations?Lead efforts to automate regulatory reporting processes—leveraging tools such as Excel (advanced VBA), Power Query, SQL, and Python—to reduce manual work, improve accuracy, and enhance efficiency
Perform thorough data validation and review of regulatory reports to ensure accuracy, completeness, and compliance; provide oversight and quality assurance throughout the reporting process
Assist in interpreting and implementing new investment risk-related regulations by supporting the design and execution of compliance projects
Collaborate across departments to gather data, coordinate input, and develop actionable plans to meet evolving regulatory requirements
Contribute to the development and ongoing improvement of a robust data governance framework for regulatory reporting, ensuring data consistency, quality, and alignment across the organization
What ideal qualifications, skills & experience would help someone to be successful?Bachelor's degree in finance, math, computer science or other quantitative discipline
Knowledge of financial instruments and basic statistics
Knowledge of VBA, PowerQuery and SQL
Strong Microsoft Excel skills
Experience in any of the following a plus:
PowerBI
PowerAutomate
BusinessObjects
PowerShell
Strong attention to detail
Ability to work independently or with limited guidance
Willingness to continually expand knowledge
Working hours: 7-11am – 3.30-7.30pm, typically 9-5.30pm
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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.
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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 or adjustment 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 or adjustment 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.
FTIS is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. FTIS encourages the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. FTIS ensures that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.
Click here to access the FTIS Whistleblower Protection Policy.