Fixed-Income Portfolio Compliance Analyst

Franklin Templeton; Pasadena (CA); On-site; USD 78,800 - 92,600; Full time

Benefits offered by this job

Three weeks paid time off

Medical, dental and vision insurance

401(k) Retirement Plan with 85% match

Employee Stock Investment Program

Tuition Assistance Program

Purchase of company funds with no sale

Onsite fitness center

Onsite cafeteria

Location-specific perks

Job summary

Franklin Templeton is seeking a Portfolio Compliance Analyst to monitor portfolios for rule adherence and regulatory alignment. You will review trading activity and work with portfolio managers to simulate strategy impacts.

The role supports cross‑team collaboration to resolve issues and ensure client guidelines are met. Responsibilities include monthly/quarterly reviews, system transitions to Aladdin, and maintaining rigorous documentation.

Qualifications

• Experience working with fixed income securities and market guidelines.
• Proven ability to review and interpret legal documents and policies.
• Strong written and verbal communication with attention to detail.

Responsibilities

• Oversee portfolios daily for compliance with guidelines and regulations.
• Review trading activity to identify compliance issues.
• Partner with portfolio management for pre-trade analysis and scenario testing.
• Perform monthly and quarterly compliance reviews across portfolios.
• Collaborate with portfolio managers and client service teams to resolve issues.
• Assist with transitioning to the Aladdin system from the current platform.

Skills

Fixed income knowledge

Securities industry experience

Attention to detail

Interpretation of guidelines

Research capabilities

Computer systems proficiency

Adaptability to new software

Education

Undergraduate degree

Tools

Aladdin

Job description

Franklin Templeton is seeking a Portfolio Compliance Analyst to monitor portfolios for rule adherence and regulatory alignment. You will review trading activity and work with portfolio managers to simulate strategy impacts.

The role supports cross‑team collaboration to resolve issues and ensure client guidelines are met. Responsibilities include monthly/quarterly reviews, system transitions to Aladdin, and maintaining rigorous documentation.