Job Description

At Franklin Templeton, everything we do is focused on one thing - delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team. What is the Business Intelligence Analyst -Investment Services - Portfolio Solutions group responsible for Provides standard reports and ad hoc reporting for internal and external audiences. With guidance, identifies trends and prepares analytical summaries. Applies a basic understanding of the company\'s business, products and customers. Assists in conducting research and analysis projects. Reports on fund performance and sales data (utilizing technology tools, such as Morningstar and Advantage Hypotheticals) to use in fund marketing materials or sales presentations. What are the ongoing responsibilities of a Business Intelligence Analyst Reporting & Subject Matter Expertise (SME) on the team reports (65%): With guidance, prepares standard reports for internal and external client use. Provide answers on basic questions on assigned reports. Monitors the daily production tracker and responds to issues before SLA. Interprets and prioritizes client requests. Develops an understanding of fund performance and benchmarks for retail and institutional funds (e.g., relative performance against peer group, investment platform review, statistical fund risk metrics, fund characteristics and attribution Proprietary investment product ad report management (20%): Monitor and manage portfolio models and other custom investment vehicles as defined under the investment process. Imports, manages and oversees proprietary product universes in Morningstar (non-traded REITs) Assist with development and testing of Portal templates or other reports. Ad-hoc reporting, Industry, Competitive, and Product Research (10%): Assists in creation and management reports for Franklin Templeton (FT) decision makers in sales and marketing (recommended lists, top funds lists, etc.) On occasion may assist in developing presentations for use by broker/dealer, client, and investor relations. Recognize and address ad hoc request by using Advantage Hypothetical, Morningstar Direct Tool and Portfolio Analytics Tool Stay current on industry updates, market initiatives and regulations. Client Communication (5%): Works with team members to ensure analysis is appropriate for internal clients. Develops working relationships with team members and business partners throughout Portfolio Solution Services. Provide direction and assist sales team during unpredicted events. Assists in the preparation of the initial response to requestor and communicates the requested research and analytics reports.. What ideal qualifications, skills & experience would help someone to be Successful Should have 6 months -2 years related experience. Bachelor\'s Degree or equivalent experience Business Software - Microsoft Office Ideally, previous experience with Morningstar Direct Strong attention to detail and Quality Ability to work independently and as part of a team. Job Level - Entry Level Work Shift Timings - 6:30 PM - 3:30 AM IST What makes Franklin Templeton Investments unique In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards-the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results. 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) \'Location specific benefits\' as mentioned below Onsite fitness center, recreation center, and cafeteria Cricket grounds and gymnasium Library Health Center with doctor availability HDFC ATM on the campus Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at Franklin Templeton Careers to learn more about our company and our career opportunities. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need a workplace arrangement to search for, or apply for, one of our positions please send an email to [HIDDEN TEXT] . In your email, please include the arrangement you are requesting and the job title and job number you are applying for. We will review the request and make a best effort to enact the arrangement. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.

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