Specialist-Investment & Trade Client Services

Franklin Templeton; Poznań; On-site; PLN 180,000 - 300,000; Full time

Job summary

Franklin Templeton is seeking an experienced Corporate Actions professional to manage end-to-end events, assess impacts on portfolios, and communicate options to stakeholders. You will collaborate with Portfolio Management, Trading, and Compliance to ensure timely settlements and accurate records.

The role requires 5+ years in corporate actions, strong analytical and communication skills, and a solid understanding of financial markets and regulations.

Qualifications

• 5+ years of corporate actions experience.
• Experience performing quality control activities.
• Strong knowledge of financial markets, investment products, and regulations.

Responsibilities

• Manage the full lifecycle of voluntary corporate actions from event announcement through final settlement.
• Analyze corporate action events and communicate options, deadlines, risks, and participation requirements to stakeholders.
• Coordinate with Portfolio Management, Trading, Custodians, Legal, Compliance, Tax, and Operations teams.
• Review and validate analyses, elections, and processing by others.
• Maintain accurate event records and ensure systems are updated with latest information.
• Prepare reports and track key metrics on event status and impacts.

Skills

Corporate actions

Quality control

Financial markets

Stakeholder mgmt

Analytical thinking

Communication

Attention to detail

Deadline-driven

Tools

Aladdin

IMACTIONS

SimCorp Dimension

Bloomberg

Excel

Power BI

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.

Core Responsibilities

How you will add value

• You will manage the full lifecycle of voluntary corporate actions, from event announcement through final settlement.
• You will analyze corporate action events, assess their impact on portfolios, and communicate available options, deadlines, risks, and participation requirements to stakeholders.
• You will take ownership of complex and high-impact events, coordinating with Portfolio Management, Trading, Custodians, Legal, Compliance, Tax, and Operations teams.
• You will review and validate analyses, elections, instructions, and processing completed by other team members.
• You will build strong relationships with internal and external stakeholders to support event execution and resolve issues.
• You will maintain accurate event records and ensure internal systems are updated with the latest information.
• You will prepare reports, track key metrics, and provide updates on event status and impacts.
• You will ensure activities are completed in accordance with market requirements, regulations, and internal policies.
• You will identify opportunities to improve processes, controls, reporting, and operational efficiency.
• You will support testing, automation, and system enhancement initiatives.

Experience

What will help you be successful in this role

• 5+ years of corporate actions experience.
• Experience reviewing work and performing quality control activities.
• Strong knowledge of financial markets, investment products, and regulations.

Technical Skills

• Experience with Aladdin, IMActions, SimCorp Dimension, and Bloomberg.
• Advanced Microsoft Excel skills.
• Experience with Power BI, automation, reporting, or process improvements is preferred.

Soft Skills

• Strong analytical and problem-solving abilities.
• Excellent attention to detail and sound professional judgment.
• Effective communication and stakeholder management skills.
• Ability to prioritize work in a deadline-driven environment.
• Collaborative approach and commitment to knowledge sharing.

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