Analyst-middle Office Client Services

Western Asset Management Company

Poznan, Poland
Hybrid (2 days from the office, 3 days from home)
Daily and weekly cash management tasks
Prepare cash projection reports
Monitor overdrafts and long balances
Franklin Templeton is seeking an Analyst for their middle office client services team in Poznan, Poland. The role involves cash management tasks, financial reporting, and collaboration with portfolio managers, emphasizing detail-oriented work in a dynamic environment

Job Summary

  • Perform daily and weekly cash management tasks accurately and on time.
  • Prepare cash projection reports for portfolio managers.
  • Monitor overdrafts and long balances daily.

Matching Summary

Match Score: 85

Franklin Templeton is seeking an Analyst for their middle office client services team in Poznan, Poland. The role involves cash management tasks, financial reporting, and collaboration with portfolio managers, emphasizing detail-oriented work in a dynamic environment.

Skills & Requirements

Must-have

  • Daily and weekly cash management tasks
  • Prepare cash projection reports
  • Monitor overdrafts and long balances
  • Instruct foreign exchange spot deals
  • Microsoft Excel and Outlook proficiency

Nice-to-have

  • Fast-paced, team-oriented environment
  • Adaptability during critical periods
  • Quick learning ability
  • Problem-solving and decision-making skills

Key Requirements

  • College diploma in accounting or business, or equivalent experience
  • Graduate-level courses in finance or business are a plus
  • Familiarity with automated financial systems and general ledger tools
  • Strong analytical and organizational skills
  • Ability to meet deadlines under pressure
  • Excellent communication and attention to detail

Work Rights

Not specified

Tailored Resume

Cover Letter