At Franklin Templeton, 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.
Come join us in delivering better outcomes for our clients around the world!
The position of a Lead Portfolio Admin Ops Analyst will be responsible for performing multiple client specific orientated tasks and delivery of service to a variety of external/internal clients and business partners including Sales/Marketing, Portfolio Management, Trading, Performance and Client Services. The position will be primarily responsible for providing client service to these groups for all inquiries as well as account governance/ownership, complex/custom reporting and events support Institutional Accounts. In addition, actively manage relationships with these teams, change/improve processes as service requires and proactively manage solutions to client needs due to trends and increasing customization. This role involves coordinating back office operational endeavors to provide premiere and seamless client service to internal and external clients and actively managing communication throughout all spectrums of the job #MID_SENIOR_LEVEL
Account Governance / Ownership:
Good overall understanding of internal/external clients and relationships
Take ownership of assigned portfolios on behalf of FTS and monitor daily e-mails to ensure all inquiries are responded to with accurate and timely resolution/service to end clients.
Drive for solutions by proactively trouble shooting along with collaboration with other various key individuals/groups globally.
Seek to understand and maintain knowledge of client account activities and teams/functions responsible for those activities with aim to identify potential risks of operational issues impacting client experience
System/account validation and maintenance oversight
Daily Period Closure transactions monitoring for materiality and to assess month-end reruns requirements
Involved in production of complex reports (e.g. Regulatory reporting)
Involved in compilation and creation of new and complex client reports prior to transition to report production team
Gain knowledge and understanding of new accounts operational requirements
Participate and provide inputs for Custodian Service review calls
Partnering with the Events Representative for account handover to support onboarding/offboarding of Client accounts
Gain knowledge and understanding of new accounts operational requirements
Manages communication with appropriate stakeholders
Client Service Support:
Engage internal/external clients and business partners to access product delivery and potential process changes.
Act as a conduit for all inquiries to build strong relationships with internal/external clients and business partners.
Act as point of contact for client service-related questions/issues and assist in tracking issues through to resolution.
Prepare and participate in client requested ad hoc meetings including Due Diligence meetings
Projects Initiatives & Events:
Actively participate in Global Improvement and corporate commitment initiatives, Business Continuity testing, system user enhancement testing and Complex Securities Review meetings.
Other projects assigned by management.
Aid in staff cross-training and procedure manuals.
Provide support for on-boarding activities including participating client/custodian meetings.
System/account maintenance for changes resulting from events
Reporting:
Deliver requested complex/custom reports.
Provide Performance Reports
Track and compile queries/issues for statistical reporting to management.
High School Diploma and at least three years of investment industry experience required
Bachelor’s Degree in Business, Accounting or Finance preferred
Sound knowledge of investment industry accounting principles, terminology, financial markets, security types and corporate action types
Good presentation skills and ability to interact with all business partners and management
Able to work with end users to identify potential issues and high risk items
Build and maintain good relationships with clients and business partners
Good organizational skills and the ability to prioritize own workloads
Good verbal and written communication skills
Detailed oriented and good analytical skills
Proficiency with Microsoft Office application, SimCorp Dimension
NOTE: The above statements are intended to describe the general nature and level of work being performed by incumbents. They are not intended to be an exhaustive list of all responsibilities, duties and skills required by all incumbents. Incumbents may perform other duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management retains the right to add to or change the duties of the position at any time.
Job Level - Individual Contributor
Work Shift Timings - 2:00 PM - 11:00 PM IST
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
Hear more from our employees
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. 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.
Highlights of our benefits 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. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)
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, and cafeteria
Transport facility
Child day care facility for women employees
Cricket grounds and gymnasium
Library
Health Center with doctor availability
HDFC ATM on the campus
Learn more about the wide range of benefits we offer at Franklin Templeton
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 fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.