Portfolio Compliance Analyst

Franklin Templeton

Poznan, Poland
Experience in investment management
Familiarity with order management systems
Strong analytical skills
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 and escalate issues to resolution.
  • Franklin Templeton fosters a diverse and inclusive environment, providing opportunities for professional and personal growth.

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

  • Experience in investment management
  • Familiarity with order management systems
  • Strong analytical skills

Nice-to-have

  • High attention to detail
  • Clear communication skills
  • Ability to work independently

Key Requirements

  • Experience in portfolio compliance
  • Exposure to middle office or NAV analysis

Work Rights

Not specified

Tailored Resume

Cover Letter