пропозиції роботи
Michał Jankowski
Onboarding Specialist w firmie Franklin Templeton Investments
Dołącz do GoldenLine i obejrzyj pełny profil tego użytkownika
Zobacz pełny profil
Umiejętności
Microsoft Excel
Koordynacja projektu
Rekrutacja
SQL
Języki
angielski
biegły
hiszpański
dobry
niemiecki
dobry
Doświadczenie zawodowe
Onboarding Specialist
Coordination of new funds/institutional accounts onboarding process with custodian banks in collaboration with various internal departments.
Global Portfolio Account Services Analyst
- Supporting Portfolio Teams' ability to invest by opening custody accounts and foreign markets for FTI mutual funds.
- Workimg with Portfolio Managers, Legal, Counterparties and Brokers to gather and deliver documents necessary to put derivatives agreements in place.
- Supporting the implementation of new regulations, create efficiencies, and execute improvements.
- Converting complex issues into easy to follow presentations, track changes, and update data bases; documenting procedures to the processes.
- Workimg with Portfolio Managers, Legal, Counterparties and Brokers to gather and deliver documents necessary to put derivatives agreements in place.
- Supporting the implementation of new regulations, create efficiencies, and execute improvements.
- Converting complex issues into easy to follow presentations, track changes, and update data bases; documenting procedures to the processes.
Szkolenia i kursy
Certyfikaty:
- Certificate in Advanced English
- Certificate in Advanced English
Edukacja
Finanse i Bankowość, magisterskie
Uniwersytet Ekonomiczny w Poznaniu
Grupy
