الوصف الوظيفي
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!What is the Specialist - Middle Office Client Services Group responsible for?The Middle Office Specialist within Middle Office Client Services Group will be responsible for performing multiple analytical, operational support & client service and support specific tasks. The position will involve project work and technical assistance for Core Operations teams as well as a great deal of Front Office interaction to act as a conduit for all their operational questions. The role requires leadership skills, product knowledge, interpersonal skills and the ability to work well within a team environment. This role also requires strategic thinking and the ability to work issues through with Operations and/or Technology teams.What are the ongoing responsibilities of a MOCS Specialist?Client Service Support:Act as point of contact to Front Office for all FTS related questions/issuesAid global FTS departments on portfolio transactions, valuations, and issuesAct as point of contact for all Operational questions and issues impacting the Traders and Portfolio ManagersLiaise with internal and external clients to resolve issues and discrepanciesIdentify issues and track through to resolutionProvide system support to Front OfficeControls / Metrics:Compile & help present Broker metricsCompile Front Office statisticsTrack queries and issues for the Front OfficeDesign more efficient methods of controlCompile feedback from GTS to custodiansProcess Improvement:Take an active part in the testing of new systems/functionsParticipate in the continuing development of the Middle Office Client Services operating model, and help validate proposed ideas/plans prior to implementationIdentify opportunities within FTS interactions to increase service offerings, improve efficiencies, evolve workflows, and minimize risks.Risk Management:Monitor daily failed and non-completed trades to ensure timely settlementMonitor error trends with counterparties & custodians to ensure these are addressedParticipate in the risk assessment process by documenting failed/inadequate processes lending to an incident or potential incidentOn-Boarding:Assist with the on-boarding activities for locally managed accountsAssist with on boarding on new securities with Securities Maintenance Dept.Assist with on setting up new brokerage accounts.Support the conversion of any new clients or existing migrations and account level eventsMarket / Product Knowledge:Gain insight to market initiatives, trends and new products and take a proactive approach on the impacts to the organizationIncrease market knowledge by attending Network Management callsRelationship Management:Maintain relationships with portfolio managers and traders and act as conduit for all their operational questionsAttend Front Office service review meetingsEnsure that regularly scheduled reports to clients are implemented and delivered.Maintain ongoing communication with brokerParticipate in broker review meetingsParticipate in broker performance scoring and reviews with appropriate internal team members and managementMaintain ongoing communication with CustodianWhat ideal qualifications, skills & experience would help someone to be successful?Post Graduate or Graduate in a Senior Analyst/Specialist role with minimum of 5 years’ experience in Global Trade Support /Customer fronting, preferably in Mutual Fund and/or with Investment banking related industry Good verbal and written communication skillsGood customer service, accurate and logical problem-solving skillsGood presentation skills and ability to interact with all levels of users and managementResilient; able to work under pressure and ability to track and deliver assignments on scheduleAbility to work on multiple deadline orientated tasks in a high energy environmentGood organizational and time management skillsSelf-motivatedMarket knowledgeSystem knowledge (i.e. OMGEO products, MISYS, Charles River & Bloomberg)Product knowledge (Fixed Income, Equity, FX and Derivatives)Financial Services operational knowledge (Trade Settlements & Support, Corporate Actions, Pricing, Security Master, Proxy)Knowledge of business desktop applications (MS Office, Power BI & Alteryx) Research, problem solving and analytical skills, combined with good business judgment and possess the ability to follow set processes and procedures as part and parcel of daily work requirementsDocument and implement controls with current processesGood understanding of industry & financial markets and ability to make decisions based upon riskExposure to international operations management and a high degree of cultural awareness is helpfulTeam player: able to work well with other team members and provide the necessary support when and as requiredResilient; able to work under pressure and ability to track and deliver assignments on scheduleGood Interpersonal skills; able to work with all levels of staff and Management (both internal & external customers)Shift Work Timings - Should be flexible with shift timingsExperience 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 coursesAn educational assistance program to financially help employees seeking continuing educationMedical, 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’ familiesPersonal accident insurance for protection of employees and their familiesPersonal loan assistanceEmployee Stock Investment Plan (ESIP)12 weeks Paternity leaveOnsite fitness center, recreation center, and cafeteriaTransport facilityChild day care facility for women employeesCricket grounds and gymnasiumLibraryHealth Center with doctor availabilityHDFC ATM on the campusLearn more about the wide range of benefits we offer at Franklin TempletonFranklin 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.
