.
Senior Portfolio Analytics Analyst
  • Poznań
Senior Portfolio Analytics Analyst
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

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

  • Praca Poznań
  • Poznań - Oferty pracy w okolicznych lokalizacjach


    98 217
    16 287