Data and Reporting Analyst - Investment Risk

Franklin Templeton; Poznań; On-site; PLN 90,000 - 130,000; Full time

Job summary

Franklin Templeton's Benefit Street Partners (BSP) unit in Poznan, Poland, is seeking a Data and Reporting Analyst to support Investment Risk reporting, analytics, data quality and process improvement across BSP investment strategies. The role is primarily data- and reporting-focused, collaborating with the London team and other internal functions.

You will develop Tableau dashboards, automate data workflows, and ensure data accuracy by reconciling and validating risk data, while delivering

Qualifications

• 3+ years of experience in data and reporting
• Experience reconciling and validating data from multiple systems
• Some experience in finance, including accountancy, private credit, loans, bonds
• Familiarity with portfolio management, risk or fund accounting systems

Responsibilities

• Produce monthly, quarterly and ad hoc Investment Risk reports
• Maintain reporting processes and controls
• Extract, transform, reconcile and validate risk-related data
• Investigate data discrepancies and communicate resolutions
• Support ad hoc analyses and portfolio-level reporting
• Develop and automate data workflows using reporting tools
• Create and enhance Tableau dashboards and analytics outputs
• Identify reporting and data quality improvements using AI including Codex
• Collaborate with stakeholders to resolve reporting issues
• Document procedures, controls and process maps

Skills

Analytical skills

Numerical skills

Communication

Team player

Attention to detail

Proactive

Deadline management

Curiosity

Tools

SQL

Excel

Python

Tableau

Alteryx

KNIME

Job description

Benefit Street Partners (BSP) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

Benefit Street Partners operates independently as an investment group. It is an alternative credit pioneer that seeks to deliver attractive returns through its relationships, specialist expertise, and global reach. We focus exclusively on credit, building deep expertise across direct lending, structured credit, liquid credit, special situations, infrastructure debt, and real estate.

About The Department

Visit www.bspcredit.com to learn more about our company.

BSP is seeking a Data and Reporting Analyst based in Poznan, Poland, to support Investment Risk reporting, analytics, data quality and process improvement across BSP investment strategies. The role is primarily data and reporting focused, with an Investment Risk orientation. The successful candidate will support recurring and ad hoc reporting, data validation, workflow automation, dashboard development and stakeholder analysis using data sourced from multiple internal and external systems. The role will partner closely with the Investment Risk team in London, as well as Fund Finance, Compliance, Technology, Portfolio Analytics, Fund Managers and external service providers. This position reports to the Executive Director of Investment Risk in London.

How you will add value

Core Responsibilities

• You will produce monthly, quarterly and ad hoc Investment Risk reports.
• You will maintain reporting processes and associated controls.
• You will extract, transform, reconcile and validate risk-related data.
• You will investigate data discrepancies and communicate resolutions.
• You will support ad hoc analyses and portfolio-level reporting.

Strategic Responsibilities

• You will develop and automate data workflows using reporting tools.
• You will create and enhance Tableau dashboards and analytics outputs.
• You will identify reporting and data quality improvements using AI including Codex.

Team & Collaboration

• You will collaborate with stakeholders to resolve reporting issues.
• You will document procedures, controls and process maps.

Experience, Education & Certifications

• 3+ years of experience in data and reporting, fund operations, portfolio analytics or related roles.
• Experience reconciling and validating data from multiple systems.
• Some experience in finance, including accountancy, private credit, loans, bonds and related instruments.
• Familiarity with portfolio management, risk or fund accounting systems.

Technical Skills

• Advanced Microsoft Excel skills and working knowledge of SQL.
• Experience with Python, Alteryx, KNIME and Tableau.
• Experience building data workflows and dashboards.

Soft Skills

• Strong analytical and numerical skills with attention to detail.
• Ability to communicate effectively across geographies and time zones.
• Organised, proactive and able to manage deadlines.
• Curiosity and initiative to improve processes and automate tasks.
• Strong written and verbal English communication skills.
• Team player with relationship-building skills.

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 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.