Alcentra is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

Alcentra operates independently as a Specialist Investment Manager and is headquartered in London, with offices in New York, Boston, Tokyo and Hong Kong. We are a leading, global asset management firm specializing in the sub-investment grade debt markets, experts in credit management, private credit, and structured credit strategies.  Our investors include pension funds, insurance companies, government agencies, banks, wealth managers and high net worth individuals.

Visit www.alcentra.com to learn more who we are. 

What is Alcentra Limited’s Portfolio Analytics Team responsible for?

Alcentra Limited’s Portfolio Analytics team is seeking a Data and Reporting Associate based in Poznan to support its regular investor and client reporting processes. 

The Portfolio Analytics function is responsible for the oversight and provision of firmwide data, analytics and reporting, both internally and externally.  Responsibilities include data structuring and integrity, defining calculation methodology, provisioning key portfolio metrics, custom analyses, fund modeling, and the integration of modern solutions for robust data visualization and insight. Portfolio Analytics Team provides critical support to Business Development, Investor Relations, and the Investment Teams.

Alcentra has been building a team in Poznan to help support the London team.  The successful candidate should have a mixture of numerical and technology experience and will report to the Portfolio Analytics Poznan team.

What are the ongoing responsibilities of Data and Reporting Associate?

Core Responsibilities:

You will manage recurring monthly and quarterly reporting processes.

You will respond to investor and prospect queries.

You will streamline and automate data workflows.

You will enhance dashboards for better data visualization.

You will support the creation of new analytics and reporting processes.

What ideal qualifications, skills & experience would help someone to be successful?

Strong analytical and numerical skills.

Proficiency in Microsoft Excel.

Minimum 2 years in financial services or data roles.

Any experience of the following is a plus:

SQL

Python

Alteryx

Data visualisation especially, Tableau

Curiosity and initiative to explore data issues and improve processes.

Willingness to work in a hybrid model with 3 days per week in the office (Tuesdays, Wednesdays, and Thursdays).

Shift: 8:30-9:30am – 5:00-6:00pm

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

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. 

By joining us, you will become part of 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 maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

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

*Most benefits vary by location. Ask your recruiter about benefits in your country.

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 accommodations@franklintempleton.com. 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.