Pooja Chakraborty
About Pooja Chakraborty
Pooja Chakraborty is an Authorized Officer and Portfolio Compliance Analyst at Franklin Templeton Investments in Budapest, Hungary, where she has worked since 2012. She holds a Bachelor of Commerce from Calcutta University and a degree in Banking and Finance from Siva Sivani Institute of Management.
Work at Franklin Templeton Investments
Pooja Chakraborty has been employed at Franklin Templeton Investments as a Portfolio Compliance Analyst since 2012. She has worked in Budapest, Hungary, for over 12 years. In her role, she is part of the Franklin Templeton Captive GIAC Finance Team, where she is responsible for certifying mutual fund accounts and various sub-advised funds on a monthly and quarterly basis. Her responsibilities also include monitoring portfolio compliance of mutual fund accounts and assisting portfolio managers with trade research.
Education and Expertise
Pooja Chakraborty completed her Bachelor of Commerce degree at Calcutta University, Kolkata, from 2005 to 2007, focusing on Accounting and Finance. She furthered her education at the Siva Sivani Institute of Management, where she studied Banking and Finance from 2009 to 2011. This educational background has equipped her with the necessary skills to excel in her current role in portfolio compliance.
Background in Process Improvement
Before joining Franklin Templeton Investments, Pooja Chakraborty worked at Wipro Bpo as an Analyst from 2011 to 2012 in Bangalore, Karnataka, India. In her current position, she develops checkpoints and updates documentation to transition and develop new activities based on client requirements. She has also identified process issues and roadblocks, providing feasible solutions to improve efficiency within her team.
Team Training and Documentation
In her role at Franklin Templeton Investments, Pooja Chakraborty is actively involved in documentation and process training for new team members. She prepares management summaries and dashboards for leadership review, ensuring that the team operates effectively and maintains compliance with industry standards.