Job Description

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!About the department:The Global Fund Expense & Budget (GFEB) team sits within Global Fund Administration & Oversight (GFAO), part of Franklin Templeton Services. The team oversees expenses, budgets, disclosures, and reporting for global mutual funds, ensuring accuracy, compliance, and strong fiduciary governance. GFEB professionals work closely with fund administrators, legal teams, and internal stakeholders, collaborating to maintain high?quality financial oversight. Joining this team offers exposure to global fund structures, advanced reporting tools, and opportunities to grow as a subject matter expert in fund expense management.
*How will you add value?

Core Responsibilities:

You will review and approve fund budgets prepared by administrators.
You will analyze changes in current and prior year accruals. You will develop expertise across expense categories and fund ranges. You will build reporting and analytics using digital tools. You will serve as a subject matter expert in Alteryx, Power Apps and Power BI. You will identify opportunities to improve oversight processes. You will review and validate fund invoices using digital tools. You will act as lead contact for administrators on invoice matters. You will analyze disclosures for annual prospectus and SAI updates. You will support loading expense data into Legal's systems. You will support impact analysis for vendor changes and board materials. You will contribute to board reporting, including analysis of waivers, expenses and renewals. You will draft or support commentary for Board presentations.
Strategic & Oversight Responsibilities:You will apply a risk?based approach to evaluate administrator controls. You will support development of the global fund expense oversight model. You will collaborate with administrators on changes to fund expenses. You will create reporting and analysis to support fund oversight. You will contribute to ongoing fund expense reporting initiatives.
*What will help you be successful in this role?

Experience & Education:

Bachelor's degree in Accounting, Finance, Marketing or related field.
5-8 years of relevant experience; asset management experience preferred. Experience working with Alteryx, Power Apps or Power BI.
Technical Skills:Strong Excel and Microsoft Office proficiency.
Soft Skills:Strong written and verbal communication skills. Ability to work independently and manage multiple priorities. Comfort working in a fast?changing environment.

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.
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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.