What is the Private Fund Investor Relation Analyst - Alt Fund Admin & Rptng group responsible for?

The Private Fund Investor Relations Analyst is focused on providing support for global distribution teams to onboard and service the needs of Institutional and Private Wealth investors in, Private Equity, Hedge and Collective Investment Trusts. The role entails tracking/delivering fund compliant documents, onboarding new accounts, client reporting (custom and automated), account maintenance, CRM system updates, and processing transactions. It requires to serve as the point of contact for Sales, Client Services, clients, consultants, internal teams, and external service providers.

What are the ongoing responsibilities of the Private Fund Investor Relation Analyst?
Client Servicing: 

• Subject matter expert knowledge and complex problem resolution support for investors, sales, client services, internal/external contacts.
• Collaborate with various internal teams (Portfolio Accounting, Investment Risk, Performance Risk, Commentary, PDS, AMP and Legal) to ensure information flow is accurate and timely
• Maintenance of client information and coordinate with internal/external business partners to update records.
• Update account information across systems.

Client Reporting:

• Gather report requirements to coordinate/create and distribute custom and automated reports.
• Coordinate information flow from various sources to complete investor reporting.
• Preparing and maintaining process documentation.
• Respond to audits, due diligence questions, compliance certifications, and various ad-hoc requests from clients, internal and external contacts.

Account Onboarding and Product Launch: 

• Support new accounts onboarding, additional subscriptions and redemptions.
• Support product launch, changes, and closures.

• Very good communication skills - ability to communicate effectively both orally and in writing (in English).
• Experience working in a global business environment with diverse cultures and time zones.
• Working under minimal supervision, adhering to policies and procedures, and escalating issues to management when necessary.
• Excellent documentation skills to capture solutions / workflows as repeatable and defined processes.
• Computer literate (working knowledge in all Microsoft applications with strong proficiency in Excel and PowerPoint).
• Experience in administrating SharePoint and/or Intralinks Data Room will be an asset.

What makes Franklin Templeton Investments unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

Highlights of our benefits include:

• Possibility to develop your career in a global environment
• Attractive location in the center of Poznań (New Market)
• Private Healthcare and Life Insurance
• Office gym
• MultiSport Program or MultiSport Cafeteria
• Investment Programs
• Learning resources (LinkedIn Learning, online and in-person trainings)
• Recommendation program (Employee Referral Network)
• Friendly and supportive working environment
• Participation in international projects
• Possibility to lead or support charity events
• Onsite kindergarten and creche
• Onsite canteen, discounted prices