Operational Due Diligence Analyst
Franklin Templeton · Poznań
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.
About the department
Franklin Templeton Investment Solutions (FTIS) delivers multi-asset, quantitative, and alternative investment solutions to investors worldwide. The Operational Due Diligence team supports the firm's investment decision-making by assessing operational risks across alternative investment managers. With more than 30 years of experience and over $14 billion invested in alternatives, the team conducts reviews of business processes, governance structures, controls, service providers, and technology environments to support informed investment oversight.
How you will add value
Core Responsibilities
- You will support the Operational Due Diligence Director in conducting reviews.
- You will request and review fund offering documents and financial statements.
- You will review compliance filings, organizational structures, and service provider verifications.
- You will manage the quarterly manager questionnaire process.
- You will assist in assessing infrastructure, controls, policies, and procedures.
- You will evaluate operational risk factors, including compliance and valuation.
- You will draft sections of due diligence reports and risk assessments.
Strategic Responsibilities
- You will prepare briefing materials for manager reviews.
- You will participate in onsite and virtual manager meetings.
- You will identify operational red flags and flag items for review.
- You will track developments and structural changes at existing managers.
- You will support monitoring of industry trends and regulatory developments.
Team & Collaboration
- You will work closely with the Operational Due Diligence Director.
- You will engage with Chief Operating Officers, Chief Financial Officers, and key personnel.
What will help you be successful in this role
Experience, Education & Certifications
- Bachelor’s degree in accounting, Business, Economics, or Finance.
- 3+ years of operational due diligence experience.
- Exposure to alternative strategies, including hedge funds.
- Ability to evaluate controls, governance, valuation, compliance, and business continuity.
- Familiarity with hedge funds, private funds, and operational structures.
Technical Skills
- Knowledge of administrators, custodians, auditors, and fund operations.
- Comfort with Excel, data analysis tools, trading platforms, order management, and risk systems (Vidrio experience a plus, but not essential)
Soft Skills
- Professional communication and interpersonal skills.
- High attention to detail and organizational skills.
- Ability to manage multiple reviews simultaneously.
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
Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.