Intern - Middle Office Client Services – Cash Services

Franklin Templeton; Poznań; On-site; PLN 22,000 - 36,000; Part time

Job summary

Franklin Templeton is seeking a part-time intern to support daily cash management activities and cash projection reporting. You will help portfolio managers with timely reporting, monitor account balances, and assist with FX processing under supervision.

Ideal candidates are enrolled students with strong Excel and Outlook skills and fluent English. The role offers exposure to a global asset management environment and hands-on experience in liquidity management.

Qualifications

• You are currently enrolled as a student.
• You can commit to working 25-30 hours per week.
• Experience with Microsoft Excel and Outlook is an advantage.
• English proficiency (spoken and written).

Responsibilities

• Support daily cash management activities.
• Prepare cash projection and management reports.
• Provide timely reporting to portfolio managers.
• Monitor account overdrafts and excess balances.
• Assist with foreign exchange spot transaction processing.
• Ensure tasks are completed accurately and on schedule.

Skills

Analytical thinking

Problem solving

Prioritization

Communication

Teamwork

Education

Currently enrolled as a student

Tools

Microsoft Excel

Microsoft Outlook

Job description

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. 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.

From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.

About The Department

The department supports effective cash and liquidity management across Luxembourg, United States, and Canadian mutual and institutional accounts. The team delivers accurate cash projections, monitors account balances, and supports portfolio managers with timely reporting and foreign exchange transaction activities. Through these responsibilities, the department helps maintain operational efficiency and supports informed investment decisions.

How You Will Add Value

Core Responsibilities

• You will support daily cash management activities.
• You will prepare cash projection and management reports.
• You will provide timely reporting to portfolio managers.
• You will monitor account overdrafts and excess balances.
• You will assist with foreign exchange spot transaction processing.
• You will ensure tasks are completed accurately and on schedule.

What Will Help You Be Successful In This Role

Experience, Education & Certifications

• You are currently enrolled as a student.
• You can commit to working 25-30 hours per week.
• Experience with Microsoft Excel and Outlook is an advantage.
• English proficiency (spoken and written).

Technical Skills

• Strong analytical and problem-solving skills.
• Ability to prioritize tasks and meet deadlines.
• Comfortable resolving issues with limited guidance.

Soft Skills

• Strong organization and attention to detail.
• Effective written and verbal communication skills.
• Ability to thrive in a fast-paced team environment.
• Flexible, adaptable, and quick to learn.
• Able to perform effectively under pressure and changing priorities.

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

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.