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Franklin Templeton.
Posen, Poland
Closing date
Jul 17, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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 Analyst MOCS - CASH SERVICES?

The Analyst performs the daily/weekly work 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. Analyst supports completion of monthly and periodic task and may also be 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 favorably.
  • Experience in Microsoft Office applications (Excel, Outlook) is viewed favorably.
  • 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.

Problem solving and decision making:

  • Ability to analyze problems and determine and/or recommend resolutions.
  • Ability to solve problems of moderate scope and complexity, even when there is no formal pre-approved procedure or instruction.
  • Ability to prioritize workload and meet deadlines.

Work under very general supervision; work is reviewed for accuracy.

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 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.

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