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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.
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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.
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
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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.
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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