Portfolio Compliance Analyst

Legg Mason

Poznan, Poland
**
Monitor portfolios for compliance
Review daily compliance exceptions
Ensure trade and compliance data accuracy
** Franklin Templeton is seeking a Portfolio Compliance Analyst for a 12-month fixed-term contract in Poznan, Poland. The role involves monitoring compliance with investment restrictions and improving compliance processes, requiring relevant financial services experience and strong analytical skills. **

Job Summary

  • The Portfolio Compliance team protects the firm by ensuring investment restrictions are consistently met across mutual funds and segregated client accounts.
  • You will monitor portfolios to ensure compliance with investment restrictions and review and investigate daily compliance exceptions.
  • We are looking for an individual for a 12-month fixed-term contract, with a requirement to work from the Poznañ office at least three days per week.

Matching Summary

Match Score: 75

** Franklin Templeton is seeking a Portfolio Compliance Analyst for a 12-month fixed-term contract in Poznan, Poland. The role involves monitoring compliance with investment restrictions and improving compliance processes, requiring relevant financial services experience and strong analytical skills. **

Skills & Requirements

Must-have

  • monitor portfolios for compliance
  • review daily compliance exceptions
  • ensure trade and compliance data accuracy
  • Charles River or Aladdin familiarity

Nice-to-have

  • improve monitoring systems
  • assess controls for efficiency
  • implement regulatory updates
  • support portfolio managers and traders

Key Requirements

  • Experience in investment management
  • Exposure to portfolio compliance
  • Strong analytical skills
  • High attention to detail and accuracy

Work Rights

Not specified

Tailored Resume

Cover Letter