Senior Analyst - Investment Operations & Services – Collateral Management & Complex Securities Support Team

Posted:
1/18/2026, 3:03:34 PM

Location(s):
Poznań, Greater Poland Voivodeship, Poland ⋅ Greater Poland Voivodeship, Poland

Experience Level(s):
Senior

Field(s):
Operations & Logistics

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

About the Department


Our Collateral and Derivatives Management team ensures accurate margining, risk mitigation, and compliance with global standards. We work closely with trading desks, legal teams, and external partners to manage complex transactions efficiently. Joining us offers exposure to financial markets, process optimization, and opportunities to lead impactful projects in a collaborative environment.

Complex Securities Support Team is supporting the research and onboarding of new instruments. We also support senior management with evaluating use of these instruments across our portfolios.

How You Will Add Value

As part of the Collateral Management Team:

  • You will ensure margin requirements are met within custodian and account deadlines.

  • You will collaborate with Front and Middle Office teams on collateral selection and optimization.

  • You will reconcile positions and collateral for derivatives to ensure accurate reporting.

  • You will assess collateral risk and manage counterparty exposure.

  • You will liaise with internal teams to resolve operational issues.

  • You will maintain strong relationships with brokers, custodians, and clearing members.

  • You will lead derivatives and collateral-related projects and propose innovative solutions.

As part of the Complex Securities Support Team:

  • You will support research and onboarding of new complex instruments.

  • You will support assessment of operational readiness to support complex instruments.

  • You will interact with senior management and experts from across the company on matters related to complex instruments.

What Will Help You Be Successful in This Role


Technical Skills

  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, Access).

  • Knowledge of Excel macros (VBA), SQL or other data analytic/transformation tools is an advantage.

Soft Skills

  • Strong problem-solving and analytical skills.

  • Ability to lead projects and manage complex workflows.

  • Excellent communication and collaboration skills.

  • Attention to detail and adaptability in a fast-paced environment.

Experience & Education

  • Prior experience in derivatives or collateral management preferred.

  • Strong understanding of financial instruments and investment industry.

Experience our welcoming culture and reach your professional and personal potential!

Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.

Hear more from our employees

We want our employees to be at their best. By joining us, you will connect with a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered. 

Learn more about the wide range of benefits we offer at Franklin Templeton in Poland

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 fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

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