Specialist-Investment & Trade Client Services - Portfolio Account Services - Poznan

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 ...

Opis pracy

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

About the department

Portfolio Account Services (PAS) department is part of Investment and Trade Client Services group. We support our Portfolio Managers by ensuring that all banking and regulatory infrastructure which is necessary for trading in capital markets remain open at all times. In cooperation with subject matter experts in law, taxation, product development, portfolio administration, and compliance we set up banking accounts, secure foreign licenses and registrations, open
depositary and exchange access and lead discussions with foreign government authorities. We are currently looking for a talented individual to join
PAS - Country Registration Team in Specialist position.

We are looking for an individual for an 18‑month fixed-term contract, with a requirement to work from the Poznań office at least two days per week.

How you will add value

Core Responsibilities

• You will prepare application, banking, and regulatory documents accurately and on time.

• You will independently research information using internal systems and external sources.

• You will build and foster relationships with key business partners, both internal and external, to develop and maintain mutual understanding of requirements.

• You will analyze regulatory requirements for investment vehicles, provided by our custody banks.

• You will coordinate document execution and payments to ensure timely outcomes.

• You will contribute to and lead projects across investment product lifecycles.

• You will define objectives, manage risks, and deliver projects on schedule.

• You will map new processes, improve existing ones, and update procedures.

• You will act as the Subject Matter Expert for foreign fund registrations.

• You will participate in data automation initiatives to increase efficiency.

What will help you be successful in this role

Experience & Education

• Experience in investment management, financial institutions, or law firms is preferred.

• Exposure to custody banking is a strong advantage.

• Bachelor's degree or higher in finance, economics, business, law, or related fields.

Technical Skills

• Fluent English at CEFR C1 or C2 level, written and spoken.

• Proficiency in Microsoft Outlook, Excel, Word, and SharePoint.

• Understanding of or strong interest in financial markets and investment management.

Soft Skills

• Strong planning, prioritization, and project ownership skills.

• Confident communicator with strong stakeholder management abilities.

• Comfortable working autonomously in a changing environment.

• High attention to detail and accountability.

• Collaborative mindset with strong facilitation skills.

• Curiosity and enthusiasm for innovation.

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 or adjustment to search for or apply for one of our positions, please send an email to 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.

Franklin Templeton is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. We encourage the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. We ensure that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.

Please see the procedure below – both in Polish and English