Strategic Corporate Actions Specialist

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

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.