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 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.
Client Service Support:
Act as point of contact to Front Office for all FTS related questions/issues
Aid global FTS departments on portfolio transactions, valuations, and issues
Act as point of contact for all Operational questions and issues impacting the Traders and Portfolio Managers
Liaise with internal and external clients to resolve issues and discrepancies
Identify issues and track through to resolution
Provide system support to Front Office
Controls / Metrics:
Compile & help present Broker metrics
Compile Front Office statistics
Track queries and issues for the Front Office
Design more efficient methods of control
Compile feedback from GTS to custodians
Process Improvement:
Take an active part in the testing of new systems/functions
Participate in the continuing development of the Middle Office Client Services operating model, and help validate proposed ideas/plans prior to implementation
Identify 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 settlement
Monitor error trends with counterparties & custodians to ensure these are addressed
Participate in the risk assessment process by documenting failed/inadequate processes lending to an incident or potential incident
On-Boarding:
Assist with the on-boarding activities for locally managed accounts
Assist 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 events
Market / Product Knowledge:
Gain insight to market initiatives, trends and new products and take a proactive approach on the impacts to the organization
Increase market knowledge by attending Network Management calls
Relationship Management:
Maintain relationships with portfolio managers and traders and act as conduit for all their operational questions
Attend Front Office service review meetings
Ensure that regularly scheduled reports to clients are implemented and delivered.
Maintain ongoing communication with broker
Participate in broker review meetings
Participate in broker performance scoring and reviews with appropriate internal team members and management
Maintain ongoing communication with Custodian
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 skills
Good customer service, accurate and logical problem-solving skills
Good presentation skills and ability to interact with all levels of users and management
Resilient; able to work under pressure and ability to track and deliver assignments on schedule
Ability to work on multiple deadline orientated tasks in a high energy environment
Good organizational and time management skills
Self-motivated
Market knowledge
System 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 requirements
Document and implement controls with current processes
Good understanding of industry & financial markets and ability to make decisions based upon risk
Exposure to international operations management and a high degree of cultural awareness is helpful
Team player: able to work well with other team members and provide the necessary support when and as required
Resilient; able to work under pressure and ability to track and deliver assignments on schedule
Good Interpersonal skills; able to work with all levels of staff and Management (both internal & external customers)
Shift Work Timings - Should be flexible with shift timings
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.