Portfolio Compliance Analyst

Franklin Templeton

Poznañ, Poland
Monitor portfolios investment restrictions
Review compliance exceptions
Escalate issues track incidents
The Portfolio Compliance team protects the firm by ensuring investment restrictions are consistently met across mutual funds and segregated client accounts

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, review and investigate daily compliance exceptions, and escalate issues and track incidents to resolution.
  • 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

The Portfolio Compliance team protects the firm by ensuring investment restrictions are consistently met across mutual funds and segregated client accounts.

Skills & Requirements

Must-have

  • monitor portfolios investment restrictions
  • review compliance exceptions
  • escalate issues track incidents
  • ensure trade compliance data accuracy
  • improve monitoring systems
  • assess controls efficiency effectiveness

Nice-to-have

  • welcoming inclusive flexible culture
  • support portfolio managers traders
  • collaborate operations technology teams
  • employee well-being support
  • fostering diverse inclusive environment

Key Requirements

  • 12-month fixed-term contract
  • Experience in investment management
  • Exposure to portfolio compliance
  • Familiarity with order management systems
  • Strong analytical skills

Work Rights

Not specified

Tailored Resume

Cover Letter