Investment management or financial services background
Familiarity with charles river or aladdin systems
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Franklin Templeton is seeking a Portfolio Compliance Analyst for a 12-month fixed-term contract based in Poznan, Poland. The role involves monitoring compliance with investment restrictions, collaborating with various teams, and improving compliance processes.
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Job Summary
The Portfolio Compliance team protects the firm by ensuring investment restrictions are consistently met across mutual funds and segregated client accounts.
This role involves reviewing daily compliance exceptions, escalating issues, and tracking incidents to resolution while ensuring trade data accuracy.
Franklin Templeton offers a welcoming, inclusive culture with tools and resources to help employees excel in their careers and personal lives.
Matching Summary
Match Score: 75
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Franklin Templeton is seeking a Portfolio Compliance Analyst for a 12-month fixed-term contract based in Poznan, Poland. The role involves monitoring compliance with investment restrictions, collaborating with various teams, and improving compliance processes.
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Skills & Requirements
Must-have
Portfolio compliance monitoring experience
Investment management or financial services background
Familiarity with Charles River or Aladdin systems
Nice-to-have
Strong analytical and troubleshooting skills
Ability to work independently and manage priorities
Clear written and verbal communication skills
Key Requirements
12-month fixed-term contract availability
Willingness to work from Poznañ office 3 days per week
Experience in portfolio compliance or middle office roles