Strefa Klienta
Senior Portfolio Compliance Analyst
The Senior Portfolio Compliance Analyst (‘Sr. Analyst’) monitors compliance with investment restrictions stipulated by a variety of sources including but not limited to Franklin Templeton Internal Policies, fund documentation, client account guidelines, and regulatory requirements. As part of this effort, the analyst implements, maintains and continuously improves controls to prevent and detect non-compliance with the aforementioned guidelines.
Working with us, you will be responsible for:
The Sr. Analyst provides guidance, instruction, and direction to compliance analysts globally for the purpose of implementing and maintaining effective and efficient controls to support the efforts of Portfolio / Trading to comply with regulatory requirements, client mandates and internal controls. Although the Sr. Analyst is not the supervisor of other team members, the Sr. Analyst represents the team to Investment Compliance (IC) Management, makes decisions in the absence of consensus, resolves conflicts between team members and coordinates team efforts. The Sr. Analyst will also provide quality control support to the Supervisor by reviewing the results of the testing completed by compliance analysts
We are looking for candidates who:
Education and Experience
- Bachelor's degree (finance, economics, business administration, law) or equivalent experience.
- 4+ years of mutual fund compliance experience.
- Experience with Charles River Compliance system is a plus.
Knowledge, skills and abilities
- Advanced analytical skills with the ability to resolve simple and complex issues quickly and accurately.
- Advanced Microsoft Excel skills (proficient in formulas, functions, charts, macros).
- Ability to exercise independent judgment consistent with department guidelines.
- Strong oral and written communication in English, including ability to clearly formulate positions on issues and articulate solutions.
- Strong interpersonal and negotiation skills.
- Ability to perform multiple tasks in a fast paced, continually changing environment.
Shift: 2:00 PM – 10:30 PM (30 min lunch break included + a 15% work shift allowance)
We guarantee:
- Possibility to develop your career in a global environment
- Attractive location in the center of Poznań (New Market)
- Private Healthcare and Life Insurance
- Office gym
- MultiSport Program or MultiSport Cafeteria
- Investment Programs
- Learning resources (LinkedIn Learning, online and in-person trainings)
- Recommendation program (Employee Referral Network)
- Friendly and supportive working environment
- Participation in international projects
- Possibility to lead or support charity events
- Onsite kindergarten and creche
- Onsite canteen, discounted prices
Powiadomienie - oferty pracy
Ⓒ 2008-2024 Grupa MBE sp. z o.o. Wszelkie prawa zastrzeżone.