Portfolio Compliance Analyst
Portfolio Compliance Analyst
Poznań
At Franklin Templeton, we’re 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 that’s 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 Portfolio Compliance team protects the firm by ensuring investment restrictions are consistently met across mutual funds and segregated client accounts. The team supports Franklin Templeton’s risk management framework by monitoring regulatory, client, and internal policy requirements. Through daily portfolio reviews and pre-trade controls, the department helps safeguard the organization from compliance breaches while enabling investment teams to operate efficiently.
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.
How you will add value
Core Responsibilities
- You will monitor portfolios to ensure compliance with investment restrictions.
- You will review and investigate daily compliance exceptions.
- You will escalate issues and track incidents to resolution.
- You will ensure trade and compliance data accuracy.
Strategic Responsibilities
- You will improve monitoring systems and compliance processes.
- You will assess controls to increase efficiency and effectiveness.
- You will implement regulatory updates, including ESG and UCITS requirements.
Team & Collaboration
- You will support portfolio managers, traders, and investment risk teams.
- You will act as a contact for the European Equity Trading Desk.
- You will collaborate with operations, fund accounting, and technology teams.
What will help you be successful in this role
Experience
- Experience in investment management or a related financial services role.
- Exposure to portfolio compliance, middle office, or NAV analysis.
Technical Skills
- Familiarity with order management systems such as Charles River or Aladdin.
- Strong analytical skills and ability to troubleshoot data issues.
Soft Skills
- High attention to detail and accuracy.
- Clear written and verbal communication skills.
- Ability to work independently and manage priorities.
Shift: 9am - 5.30pm
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of 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 maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.
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.
Franklin Templeton is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. We encourage the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. We ensure that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.
Please see the procedure below – both in Polish and English.
