Poznań, Poznań, Greater Poland Voivodeship, Polska
Franklin Templeton Investments Poland Sp. z o.o.
3. 11. 2024
Informacje o stanowisku
technologies-expected :
Microsoft Excel
technologies-optional :
Alteryx
Tableau
Microsoft Power BI
SQL
about-project :
What is Portfolio Analytics Team responsible for?
We are seeking to hire an intelligent and highly motivated individual to join the Portfolio Analytics Team. The Portfolio Analytics Team provides mission critical support to Business Development, Investor Relations, and the Investment Team. This role will focus primarily on data analytics and performance reporting for all investments under management, supporting both BSP and Alcentra businesses. The ideal candidate will have a mixture of numerate and technology experience, with strong analytical and communication skills. This individual will collaborate with colleagues across the front, middle and back office.
responsibilities :
Assist in the creation of essential internal/external monthly and quarterly automated performance reporting
Partner with Business Development, Investor Relations, Valuation, Operations and Finance teams to ensure the breadth, depth and accuracy of data and reporting
Support Business Development and Investor Relations through the preparation of analytical statistics required for presentations and investor requests
Maintain the integrity of internal processes and databases used to track key performance and investment metrics
Ongoing maintenance and use of Power BI and Tableau dashboards that provide golden source information or data validation
Help capture, maintain, and clean financial data and statistics of Alcentra funds’ underlying credits and BSP’s borrowers
Constantly evaluate systems, processes and procedures for inefficiencies and make recommendations for improvement
requirements-expected :
3+ years of experience within financial services
Highly numerate and strong analytical skills
Strong Microsoft Excel skills required
Detail oriented, diligent, thorough, and curious
Bachelor’s degree in finance, Accounting, Economics, or comparable
Motivated, self-starter with strong analytical skills, and an ability to grasp new concepts quickly
Strong appreciation for technology/business systems and their application in the workplace
Familiarity and experience with financial statements and financial metrics is a plus
Ability to thrive in a fast paced, ever changing, and results driven environment
Team player with the ability to build strong relationships at all levels within the Firm