Senior OTC Operations & Trade Client Services Analyst

Franklin Templeton; Województwo wielkopolskie; On-site; PLN 60,000 - 90,000; Full time

Job summary

Franklin Templeton Investments in Poland seeks an experienced OTC Operations professional to support the full lifecycle of derivative products including Swaps and CFDs. You will handle trade capture validation, trade confirmations, and lifecycle event processing, ensuring accuracy and timeliness while collaborating with brokers, Front Office, and Technology.

The role focuses on risk mitigation, data integrity, and process optimization, with opportunities to contribute to automation initiatives

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field.
• Experience in financial services, preferably Operations, Middle Office, or Investment Operations.
• Knowledge of derivative products is a strong advantage.

Responsibilities

• Perform OTC Operations activities.
• Ensure accuracy, timeliness, and procedural compliance.
• Perform reviewer and control functions.
• Investigate reconciliations, breaks, discrepancies and exceptions.
• Ensure stakeholders receive accurate information.

Skills

Strong communication

Analytical skills

Organizational skills

Problem solving

Multitasking

Education

Bachelor’s or Master’s degree in Finance/Economics/Business

Tools

Excel

VBA

SQL

Automation tools

Job description

Franklin Templeton Investments in Poland seeks an experienced OTC Operations professional to support the full lifecycle of derivative products including Swaps and CFDs. You will handle trade capture validation, trade confirmations, and lifecycle event processing, ensuring accuracy and timeliness while collaborating with brokers, Front Office, and Technology.

The role focuses on risk mitigation, data integrity, and process optimization, with opportunities to contribute to automation initiatives