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! Group Introduction Client Reporting team within FTS Institutional Service group is responsible for providing periodic reporting's to Internal and External clients viz. Institutional, High Net Worth and all other separate accounts managed by Franklin Templeton Investments. Being one of the critical elements of Client Facing reporting, team is highly responsible for ensuring accurate and timely production of client service reporting and a wide range of other front office support functions such as new account Client onboarding and Institutional Client Servicing including Scheduled & On-demand (Ad hoc) Client Reporting and Scheduled Batch Reporting. Failure to perform accurate and timely reporting may lead to an adverse impact on FT's reputation with Investors (Clients), Custodian and Fund Administrators etc. To cater lobal client's servicing needs, teams produce highly sensitive and time-based reports which includes Historical performance, Attribution reporting that includes distribution of Month-End Performance, Extreme Statement (includes Transactions and Holdings Details of Previous Month), Turnover Reports, Customized Reconciliation Statement (Franklin Vs. Client Data / Franklin Vs. Fund Admin / Franklin Vs. Custodian), Broker Statements to Clients, Cash Sweep Reports / Cash Balances, Customized Transactions and Holdings Report, AUM Data Reporting, MIFID II Reporting to Client, Advisory Board Reporting's, Client meeting books etc. Furthermore, Internal reporting includes periodic client specific reporting to various functions viz. Global Billing team, Investment compliance, GTS, GFAR, Portfolio Managers, Portfolio Administrators (PA), Sales teams, and Regional Client services teams etc. What is the Senior Analyst responsible for This role will have responsibility for the delivery of periodic reporting while ensuring timely and accurate completion of day-to-day expectations relating to account servicing and reporting. Individual will collaborate closely with other Supervisor/ Regional Client Service teams/ GCSS hubs to determine priorities. Perform reporting and quality checks related functions via automated platforms or by creating presentation materials manually for non-standard requests. Research and analyze methods to streamline and increase workflow efficiencies and communications with other business partners. Frequently interact with global Business Units for providing team with data, commentary, legal and compliance advice etc. to ensure Client Reporting team can support front office requirements and requests in a timely manner. Job Level Description Ensure timely and accurate completion of Client Reporting tasks. Escalate issues to supervisor in a timely manner. Training/Cross Training new/existing team individuals Requires in-depth conceptual and practical knowledge in own discipline and basic knowledge of related disciplines. Able to address client queries independently and solves a wide range of complex reporting challenges. Maintain communication with report recipients on production issues and on-going support/enhancement. Build and maintain professional working relationship with Regionals PA -CS/GCSS hubs and business partners globally. Produce materials leveraging the available reporting tools: Business Objects, GRIP, ACR, PPT, PDF, etc. Scheduled & On-demand Client Reporting and Data Delivery queries as per requests from internal business partners and external client's services team. Production and delivery of scheduled weekly, monthly, quarterly, semi-annual, and annual Client Reporting Production of quarterly real estate reports Delivery of regulatory reporting e.g., EMIR, MIFID II, Italian accounts etc. Production of On-Demand Client Meeting Books for Institutional separate account and fund clients Critically analyze data pieces received from providers/reporting tools and investigate any potential errors that might impact client reporting. Responding to audit requests as directed by senior members and supervisors. Key Responsibilities Layer of performing the quality assurance for client reporting, ensuring data reports are in line with historical trend and as per Client Service agreements. Individual will be responsible to perform trend analysis and put additional control checks for sensitive/key client for highest standard of client experience. Works across regional Supervisor/managers to create highly efficient operational processes that avoid control and quality deficiencies and reputational losses. Develops, analyzes, and reports on metric processes/systems consistent with the management. Maintain excellent business knowledge and be mindful of customer needs, as well as systems capabilities and constraints. Production of On-Demand Client Meeting Books for separate account and Fund clients Keep up to date internal policies & procedures. Keep up to date all logs and metrics. Keep the SharePoint task list coordinated with GRIP entries and periodic requests received from various Business Units Cross train and knowledge sharing to other team members' tasks for business continuity purposes. Impact Of Service Accurate and timely reporting is paramount for ensuring the highest client service levels are maintained, any misleading information may expose to Reputational and Financial Risk to the firm or client. Understand the complex and customized reporting needs which could be essential for internal or external assessment and broader distributions. Incorrect reporting leads to redemption of client and may adversely impact potential inflows due to below level quality reporting. What ideal qualifications, skills & experience would help someone to be successful Projects/initiatives Actively participate in initiatives, projects or process improvements as assigned. Ability to develop relationships with multiple stakeholders not limited to Institution Service Department Develop new and modify existing macro code, using VBA with .NET extensions, Microsoft Access, Microsoft Excel, and SharePoint. Assist in testing of new systems/functions, propose enhancements and modifications. Drive efficiency through the utilization of innovation and automation. Results-oriented - ability to successfully manage multiple tasks, take initiative to improve own/other performance, and ability to work during crisis situations. Ability to develop relationships with multiple stakeholders. Good analytical and critical thinking skills along with understanding escalation management. Should challenge the status quo and provide innovative ideas. Skills Working knowledge of Microsoft products such as Outlook, Word, PowerPoint, Excel, Access, Visio etc. In-depth technical knowledge of Microsoft Access, Excel, and Visual Basic is preferred. Good knowledge of application development using SharePoint will be an added advantage. Exposure of Self Service/Business intelligence tools will be an added advantage - like Alteryx, Tableau, Xceptor, RPA, MS Powe BI etc. Education (or Equivalent Experience) Bachelor's Degree or equivalent experience (Required). Master's degree or MBA (Preferable) CFA/FRM will be an added advantage. Experience 2-5 years' experience in the financial services industry (Required) At least 2 years of Experience in Current Role Consistent and Strong performers Licenses And Certifications Certification in tools like Alteryx, Xceptor and RPA will be useful in this role. 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 to search for or apply for one of our positions, please send an email to [HIDDEN TEXT]. In your email, please include the accommodation 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.
