Lead Portfolio Admin Ops Analyst

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 Lead Portfolio Admin Ops Analyst - Portfolio Administration – FTS Institutional Services group responsible for?

• 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

What are the ongoing responsibilities of the Lead Portfolio Admin Ops Analyst? 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

What ideal qualifications, skills & experience would help someone to be successful?

• 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 [email protected] . 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.