Business Solutions Data & Reporting Specialist

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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

The Franklin Templeton Investment Solutions (FTIS) Business Solutions Team drives innovation and efficiency across the organization. We focus on technical product management, business analysis, and process optimization to support growth. Our team collaborates closely, values knowledge sharing, and offers opportunities to work on impactful projects that shape the future of investment solutions.

How you will add value

Core Responsibilities

• You will develop automated reporting and dashboards to support data-driven decisions.
• You will manage data quality through testing, validation, and post-implementation support.
• You will analyze data and create actionable insights across AUM, revenue, and market costs.
• You will document requirements and reporting specifications for clarity and consistency.
• You will help oversee market data requests for the FTIS investment organization.

Strategic Responsibilities

• You will coordinate monthly reporting cycles to meet service-level agreements.
• You will lead process improvements and recommend optimization opportunities.
• You will implement new tools and AI solutions to enhance automation and efficiency.
• You will maintain and improve platforms such as Jacobi and FTIS Reference Master.
• You will prioritize requests and collaborate with internal and external teams.

Team & Collaboration

• You will partner with business users to design creative solutions.
• You will foster collaboration and continuous improvement across FTIS.

What will help you be successful in this role

Experience & Education

• 5+ years of relevant experience.
• Bachelor’s degree in Finance, Accounting, Economics, or Computer Science.
• Experience in data automation and reporting.

Technical Skills

• Advanced Excel skills (Power Query, Power Pivot).
• Proficiency in Power BI and automation tools.
• Familiarity with SQL.

Soft Skills

• Strong analytical and problem-solving abilities.
• Excellent communication skills for technical and non-technical audiences.
• Ability to build strong partnerships across teams.

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.

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.

Learn more about the wide range of benefits we offer at Franklin Templeton in Poland.

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.

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.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Consulting, Information Technology, and Sales

Industries: Financial Services and Investment Management