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Senior Analyst-Investment Performance & Risk
  • Kórnik
Senior Analyst-Investment Performance & Risk
Kórnik, Kórnik, Greater Poland Voivodeship, Polska
Franklin Templeton Investments Poland Sp. z o.o.
27. 1. 2026
Informacje o stanowisku

Senior Analyst-Investment Performance & Risk

Miejsce pracy: Poznań

Your responsibilities

Core Responsibilities

• You will oversee performance and risk analysis processes.

• You will review portfolio performance and validate data accuracy.

• You will perform data checks and resolve exceptions to improve reporting quality.

• You will provide clear commentary on performance and risk metrics.

• You will identify and resolve complex data issues impacting reports.

Strategic Responsibilities

• You will ensure timely delivery of reports aligned with service agreements.

• You will manage requests and coordinate with investment teams.

• You will lead projects and represent the functional team.

Team & Collaboration

• You will consult on performance and risk for internal and external clients.

• You will stay current on industry trends and best practices

Our requirements

Experience, Education & Certifications:

• Bachelor’s degree in Finance or related quantitative field.

• 8-10 years of relevant experience; Business Analyst background preferred.

• Progress toward CIPM, FRM, or CFA designation is a plus.

Technical Skills:

• Strong knowledge of securities, mutual funds, and financial instruments.

• Proficiency in SQL, Visual Basic, and Python.

• Experience with FactSet B-One and data management tools.

Soft Skills:

• Excellent written and verbal communication skills.

• Ability to build strong, collaborative relationships.

Benefits

  • private medical care
  • life insurance
  • corporate gym
  • saving & investment scheme
  • corporate library
  • no dress code
  • video games at work
  • coffee / tea
  • parking space for employees
  • leisure zone
  • kindergarten / nursery
  • employee referral program
  • opportunity to obtain permits and licenses
  • charity initiatives
  • onsite canteen, discounted prices
  • multisport program or multisport cafeteria
  • interest groups and events
  • rich learning resources and workshops
  • Employee Assistance Program

About the department

Our Performance and Risk Analysis team ensures accurate portfolio performance reporting and risk attribution. We support investment teams by validating data, resolving issues, and delivering insights that guide strategic decisions. The department plays a critical role in maintaining compliance with global standards and driving transparency for internal and external stakeholders.

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 lifes 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 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.

Franklin Templeton Investments Poland Sp. z o.o.

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!

Visit www.alcentra.com to learn more who we are.

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