At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
We’re currently looking for a qualified Portfolio Compliance Analyst to join our team.
What are the ongoing responsibilities of a Portfolio Compliance Analyst?
- Monitoring 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.
- Maintaining and improving systems and processes that will enable the department to safeguard the business from risk of non-compliance with the above mentioned guidelines.
- Assist on self-assessment testing in conjunction with the investment adviser testing schedule.
- Project work as assigned by their supervisor or another member of the management group, aimed at improving the service provided to the business.
What ideal qualifications, skills & experience would help someone to be successful?
- A Bachelor’s degree
- Experience in the Investment Management industry and in Compliance
- Analytical skills, ability to troubleshoot issues quickly and provide timely responses
- Familiarity with Microsoft Office
- Highly motivated, independent and dedicated
- Strong attention to detail and accuracy
- Effective written and oral communication skills
- Fluent English
- Strong relationship management skills
What makes Franklin Templeton unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Tuition Assistance Program
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center*
- Onsite cafeteria*
*Only applicable at certain locations
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, “I AM Franklin Templeton”.
Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for 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. We invite you to visit us at http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation 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 you are requesting and the job title and 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 requests for accommodations will receive a response.
