Portfolio Compliance Analyst

4 hours ago

Hyderabad, Telangana, India F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch Full time

At F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch, we're driving 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 offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements.

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.

About the Role

This role would require the analyst to assist on Pre-Trade/Batch Compliance, Client Certifications, and other tasks involving review, research, and analysis. The analyst would monitor compliance with investment restrictions stipulated by a variety of sources, including Franklin Templeton Internal Policies, fund documentation, client account guidelines, and regulatory requirements.

Routine audits will also be performed to ensure the integrity of electronic archives, analyst assignments, as well as various forms of information retention. Additionally, the position would involve different forms of data maintenance specific to account status tracking, correspondence filing, and involvement in the administration of the department's virtual information repository.

The position would also require the analyst to have good understanding of complex securities, fixed income, and equity products. The role would also require the analyst to possess good communication skills.

Ongoing Responsibilities

Conduct timely and accurate compliance analysis of portfolio holdings, composition, and historical transactions to verify compliance with applicable investment exposure and activity limitations stemming from regulatory requirements, client mandate, applicable policies, etc.

Pre/Post trade compliance analysis certifications project management manual tasks team building activities and helping supervisor/manager with MIS tools.

What We're Looking For

Bachelor's degree in Commerce with 2–5 year's experience Experience with Financial services Industry, Mutual fund, Stock broking (preferably in portfolio/investment compliance)

Good in Excel and handling different applications Macro/Access knowledge will be added advantage Knowledge of Charles River Application – preferable Knowledge of derivatives and trade flows – Mandatory Knowledge of Canadian regulations preferable Ability to work with teams from different locations and experience to multi-task Strong interpersonal skills and a talent for building trusted relationships with all levels of staff, including senior management, to accomplish common goals Exceptional analytical skills, ability to troubleshoot issues quickly, and provide timely responses and accuracy Strong attention to detail and accuracy Excellent written and oral communication and presentation skills Must be willing to work US/Canada shifts for real-time support if required Certifications in Derivatives & Mutual funds (desirable) CA (Inter), CS (Inter), CFA Level1-2 Certification course in CRD, SOX, 1940 Act, European regulations Charles River Experience a plus Ability to work independently and proactively look for solutions Strong time management skills and ability to handle multiple tasks under time pressure.

Salary Range: ₹10,00,000 - ₹18,00,000 per annum

We offer a competitive salary range of ₹10,00,000 - ₹18,00,000 per annum, commensurate with experience and qualifications.

Why Choose Us

Franklin Templeton is an Equal Opportunity Employer committed to providing equal employment opportunities to all applicants and existing employees. We evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or 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.

A Culture That Supports Your Growth

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.

Some of the benefits we offer include:

  • Professional development growth opportunities through in-house classes and over 150 web-based training courses.
  • An educational assistance program to financially help employees seeking continuing education.
  • Medical, Life, and Personal Accident Insurance benefit for employees, including medical insurance for employee dependents.
  • Life insurance for protection of employees' families.
  • Personal accident insurance for protection of employees and their families.
  • Personal loan assistance.
  • Employee Stock Investment Plan (ESIP).
  • 12 weeks Paternity leave.
  • Onsite fitness center, recreation center, cafeteria.
  • Transport facility.
  • Child day care facility for women employees.
  • Cricket grounds and gymnasium.
  • Library.
  • Health Center with doctor availability.
  • HDFC ATM on campus.

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