Posted 6 days ago
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As a Portfolio Compliance Analyst at Franklin Templeton, you'll support Portfolio Management and Trading with critical compliance services, ensuring portfolios adhere to investment guidelines, client mandates, and regulatory requirements. Key responsibilities include maintaining data accuracy, resolving system issues, enhancing monitoring processes, and delivering timely reports. With 2-4+ years in mutual fund compliance and experience with Charles River compliance system preferred, you'll bring strong analytical, problem-solving, and Excel skills (formulas, functions, macros) to succeed in this role. This hybrid, mid-level position offers opportunities for continuous improvement in a collaborative, flexible work environment.
- Compensation
- Not specified
- City
- Not specified
- Country
- Poland
Currency: Not specified
Full Job Description
At Franklin Templeton, were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise thats both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
About the department
The Compliance function ensures portfolios follow investment guidelines, client mandates, and regulatory requirements. This work protects the firms reputation and client trust. The team partners closely with Portfolio Management and Trading, using data and controls to prevent and detect issues early. You will join a collaborative, process-focused environment where accuracy, accountability, and continuous improvement are valued.
How you will add value
Core Responsibilities
You will support Portfolio Management and Trading with compliance services
You will ensure trade and compliance data accuracy and availability
You will resolve data, system, and functionality issues
You will maintain and improve monitoring systems and processes
You will deliver accurate and timely internal and external reporting
You will assess controls and improve efficiency and effectiveness
What will help you be successful in this role
Experience, Education & Certifications
Bachelors degree or equivalent experience
24+ years in mutual fund compliance
Technical Skills
Experience with Charles River compliance system preferred
Strong analytical and problem-solving skills
Advanced Microsoft Excel skills (formulas, functions, charts, macros)
Soft Skills
Strong written and verbal English communication
Clear thinking and ability to present positions and solutions
Strong interpersonal and negotiation skills
Ability to multitask in a fast-paced environment
Sound independent judgment
Work schedule & location
Mode of work: Hybrid (3 days in the office, 2 days from home)
Working hours: 2:00 PM 10:30 PM (with a 15% work shift allowance)
Experience our welcoming culture and reach your professional and personal potential!
Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, theres a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.
Hear more from our employees
We want our employees to be at their best. By joining us, you will connect with a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.
Learn more about the wide range of benefits we offer at Franklin Templeton in Poland
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
FTIS is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. FTIS encourages the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. FTIS ensures that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.
Click here to access the FTIS Whistleblower Protection Policy.
