Portfolio Compliance Analyst

Reposted 18 Days Ago
Be an Early Applicant
Poznań, Wielkopolskie, POL
In-Office
Mid level
Financial Services
The Role
Support portfolio management and trading by ensuring trade and compliance data accuracy, resolving data/system issues, maintaining monitoring systems, delivering reporting, and improving controls and processes.
Summary Generated by Built In

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 Compliance function ensures portfolios follow investment guidelines, client mandates, and regulatory requirements. This work protects the firm’s 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

  • Bachelor’s degree or equivalent experience

  • 2–4+ 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, there’s 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 [email protected]. 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. 

Skills Required

  • Bachelor's degree or equivalent experience
  • 2-4+ years in mutual fund compliance
  • Experience with Charles River compliance system
  • Advanced Microsoft Excel skills (formulas, functions, charts, macros)
  • Strong analytical and problem-solving 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

Franklin Templeton Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Franklin Templeton and has not been reviewed or approved by Franklin Templeton.

  • Retirement Support Retirement programs, including a notably strong 401(k) match and access to an employee stock purchase option, are positioned as key strengths. These features are described as meaningful contributors to total compensation.
  • Leave & Time Off Breadth Flexible work arrangements, paid volunteer time, and a defined paid parental leave minimum support strong work–life balance. Time-off breadth is frequently highlighted as a bright spot in the overall package.
  • Strong & Reliable Incentives A bonus structure that pays out regularly and a pay-for-performance philosophy add meaningful upside to cash compensation. Incentives can be particularly impactful in certain functions and levels.

Franklin Templeton Insights

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The Company
HQ: San Mateo, CA
11,198 Employees
Year Founded: 1947

What We Do

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com). The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal. LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk. US readers: This material is being distributed in the U.S. by Franklin Distributors, LLC. Member FINRA/SIPC and only offers U.S. registered Franklin Templeton products. View our Terms and Conditions at: https://www.franklintempleton.com/help/social-media-guidelines/linkedin-guidelines Non-US readers: View our Terms and Conditions at https://www.franklinresources.com/resources/linkedin ©2022 Franklin Templeton. All rights reserved.

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