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Intern - International Intermediary Oversight

Franklin Templeton.
Posen, Poland
Closing date
Aug 9, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Part 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 is Intermediary Due Diligence (IDD) Team responsible for?

The Intermediary Due Diligence (IDD) team is a crucial component of the International Intermediary Oversight (IIO) Department. The IDD team's work is integral to ensuring compliance and maintaining the integrity of the intermediary oversight process within the organization.
IDD is now looking for an Intern who is who is eager to learn and contribute to our team. The intern will be supporting the team in enhancing distribution & marketing oversight framework covering over 1000 intermediaries worldwide. The ideal candidate should be a current student with a keen interest in developing a career in financial services. They should possess strong analytical skills, attention to detail. If you are fluent in English, have a passion for client service, and possess strong organizational and time management skills, we encourage you to apply for this exciting opportunity to grow professionally within our dynamic department.

What are the ongoing responsibilities of Intern - International Intermediary Oversight?

• Assisting with the day-to-day management of the due diligence process for all types of intermediaries.
• Helping coordinate and execute initial, ad-hoc, and periodic due diligence reviews.
• Communicating with clients via phone, email, and video to gather documents, collect information about their activity, attend virtual on-site meetings, prepare agendas and minutes, and follow up on outstanding actions.
• Contributing to the enhancement and evolution of the distribution, marketing, and AML oversight framework.
• Participating in ad-hoc projects and initiatives, collaborating with various internal functions across regions.
• Assisting in the maintenance of policies and procedures to ensure robustness under scrutiny.
• Assisting in audits and regulatory requests.

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

• Current student status,
• Educational Background: Enrollment in a relevant field of study, such as finance, economics, law, or business administration, is preferred. No professional experience is required, but any relevant experience or internships would be beneficial.
• Communication Skills: Strong communication skills are crucial, as the intern will need to interact with clients and internal teams. Fluency in English; additional languages such as German or French can be an advantage.
• Analytical Abilities: The ability to analyze data and documentation to support due diligence processes and prepare due diligence reports.
• Attention to detail: Meticulous and organized with a focus on delivering the highest quality outcomes.
• Cultural Awareness: The ability to work effectively in a multicultural environment and collaborate with international teams.
• Ability to work 25-30h per week within 9.00 am - 4.00 pm time frame

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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