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Senior Analyst - CRD Investment Rule Management (Replacement employment contract)
  • Poznań
Senior Analyst - CRD Investment Rule Management (Replacement employment contract)
Poznań, Poznań, Greater Poland Voivodeship, Polska
Franklin Templeton Investments
25. 2. 2025
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Senior Analyst - CRD Investment Rule Management (Replacement employment contract)

Apply locations Poznan, Poland time type Full time posted on Posted 4 Days Ago job requisition id 860617

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.

What are the ongoing responsibilities of Senior Analyst - CRD Investment Rule Management?

We are seeking a dedicated System Support Analyst to join our team. In this role, you will be pivotal in supporting the FT Investment Compliance teams by providing technical expertise on compliance rules and leveraging the trading system (Charles River) as your primary tool. You will also play a key role in developing and enhancing solutions to improve current processes.

Responsibilities:

  • Support Compliance teams: Collaborate with them to understand requests and provide business system support.
  • Set up business restrictions and update existing ones to ensure compliance.
  • Configure necessary resources (lists, calculations, etc.) required to implement requested compliance rules.
  • Identify and suggest improvements to meet business needs.
  • Engaged in projects, including optimizing the existing rule universe in the system and assisting in the transition to a new system Aladdin.

What ideal qualifications, skills & experience would help someone to be successful?

  • Practical experience with Charles River as a plus.
  • Strong analytical skills with the ability to resolve both simple and complex issues.
  • Ability to apply logical thinking to meet business needs effectively.
  • Knowledge of the investment management industry, including a solid understanding of financial markets and instruments.
  • Prefer familiarity with various business or database tools (SQL, Alteryx).
  • Solid verbal and written English.
  • Bachelor’s degree or equivalent experience in a related field.

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.

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.

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 maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization.

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