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Bradenton
syed salman

syed salman

Investment compliance

Accounting / Finance

Bradenton, Manatee

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About syed salman:

Experienced Investment Compliance Analyst with a strong background in investment guideline interpretation, policy coding, and regulatory compliance for US and Canadian funds. Skilled in using Charles River to code investment restrictions and ensure adherence to regulatory frameworks. A quick learner and effective team player with strong analytical skills, a focus on process improvement, and expertise in client onboarding and multi-stakeholder collaboration.

 

Experience

Investment Compliance Analyst

Franklin Templeton Investments

• Investment Policy Coding: Collaborated with the rule-writing team to encode and validate investment policies in Charles River for both US funds (under the Investment Company Act of 1940) and Canadian funds (regulated by NI 81-102).


 

Education

MBA Data Analytics  Indiana Wesleyan university

 

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