Portfolio Compliance Analyst

Western Asset Management Company

Poznan, Poland
**
Monitor portfolios for compliance
Investigate daily compliance exceptions
Ensure trade and compliance data accuracy
** Franklin Templeton is seeking a Portfolio Compliance Analyst for a 12-month fixed-term contract, requiring on-site work in Poznan, Poland. The role involves monitoring compliance with investment restrictions and improving compliance processes within the firm. **

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, requiring on-site work in Poznan, Poland. The role involves monitoring compliance with investment restrictions and improving compliance processes within the firm. **

Skills & Requirements

Must-have

  • Monitor portfolios for compliance
  • Investigate daily compliance exceptions
  • Ensure trade and compliance data accuracy
  • Familiarity with order management systems
  • Strong analytical and troubleshooting skills

Nice-to-have

  • Improve monitoring systems and processes
  • Assess controls for efficiency
  • Implement regulatory updates (ESG, UCITS)
  • Support portfolio managers and traders
  • Collaborate with operations and technology teams

Key Requirements

  • Experience in investment management or financial services
  • Exposure to portfolio compliance or middle office
  • High attention to detail and accuracy
  • Clear written and verbal communication skills
  • Ability to work independently and manage priorities

Work Rights

Not specified

Tailored Resume

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