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Intern - Intermediary Lifecycle Management

Franklin Templeton

Poznan, PolandInternshipIntern
Sign in to applyVerified 2h ago
Location
Poznan, Poland
Employment
Internship
Work model
On-Site
Level
Intern
Posted
10h ago

Skills

Power BI

About this role

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 Intermediary Lifecycle Management (ILM) [expand acronym: Intermediary Lifecycle Management already expanded], part of International Intermediary Oversight, coordinates intermediary activities across Distribution, Legal, Finance, Product, and Operations. The team manages onboarding and lifecycle support for distributors, platforms, and institutional partners across global markets. Working in ILM means joining a collaborative, international, detail-oriented team that connects client service, regulatory processes, and product distribution. Interns gain hands-on exposure to end-to-end intermediary onboarding and lifecycle management, cross-functional coordination, and global stakeholders. They also have the opportunity to work with emerging technologies, including Artificial Intelligence (AI) tools, to support tracking, reporting, and process improvement initiatives. How you will add value Core Responsibilities You will support onboarding, changes, and termination activities for intermediary relationships. You will assist in coordinating agreements, including Non-Disclosure Agreements (NDAs) and distribution contracts. You will monitor and manage incoming requests. You will ensure timely and accurate follow-up. [sentences shortened] You will help maintain accurate records, trackers, and audit-ready documentation. You will support reporting on activity, progress, and service levels. You will assist with data clean-up, standardization, and process improvement tasks. You will leverage Artificial Intelligence (AI) and digital tools for efficiency. You will act as a support contact for internal stakeholders on routine queries. What will help you be successful in this role Experience, Education & Certifications Currently enrolled in finance, business administration, economics, law, or a related field. Previous internship or relevant experience is a plus. Available to work 25–30 hours per week. Technical skills Proficient in Windows and Microsoft (MS) Office, especially Excel. Experience with data entry and record-keeping tasks. Familiarity with analytics or automation tools (Power BI, Power Automate) is a plus. Soft skills Fluent English and strong communication abilities. Strong attention to detail and high-quality standards in day-to-day work. Well organised, with the ability to manage multiple priorities. Comfortable working in multicultural, international teams. 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

Intern - Intermediary Lifecycle Management at Franklin Templeton — Poznan, Poland | Yoinka