Job Description

At Franklin Templeton, everything we do is focused on one thing \xe2\x80\x93 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 Senior Analyst - Investment & Trade Client Services - Broker Request - Portfolio Account Services Group responsible for?

The Senior Analyst will serve as the subject matter expert on brokerage onboardings, KYC and account onboarding and drive the related documentation process. Addresses KYC requests, takes the lead on onboarding brokers & tax form management.

Analyzes changing and emerging external regulatory requirements and makes recommendations on how best to proceed.

Ensures control measures are in place to support existing and new products, and both lead and participate in enhancement projects.

Supports and participates in various teams\xe2\x80\x99 miscellaneous initiatives to meet organizational goals. Manages contract information data in systems.

What are the ongoing responsibilities of a Senior Analyst - Investment & Trade Client Services - Broker Request?

Investment brokerage agreement, onboarding, and documentation Support:

Research, negotiate, decide, and communicate business terms for our trading agreements and coordinate, present and make recommendations to our Portfolio, Risk, and Operations groups.

Work with internal teams to collect and review all the necessary documentation and distribute it to the brokers for account onboarding and periodic KYC requests.

Manage the Broker Requests process to ensure it is running smooth, issues are promptly identified and corrected, opportunities are identified to create efficiencies, and execute improvements to reduce risk or lower costs.

Represent Portfolio Account Services as an account onboarding subject matter expert in committees and client on boarding meetings.

Review and comment on the Investment Management Agreement to assess impacts on the account onboarding (broker restrictions, market restrictions, etc.)

Tax Withholding Forms and Regulatory Protocols:

Work with Fund Tax teams to collect information, prepare and review W-8/W-9 and CRS forms for In-House funds.

Work with Internal teams to Collect and review W-8/W-9 and CRS for Separate accounts.

Track expiration dates and prepare or request forms prior to the expiration.

Complete regulatory protocols (Dodd Frank, EMIR, SBS, etc.) for trading derivatives on vendor platform.

Monitor industry trends and regulatory changes to assess impact to operations, and work with Legal to address any required new documentation or modification to existing documentation.

General Support:

Lead and participate in ad-hoc efforts and department projects with business groups.

Work with individuals at all levels within Franklin Templeton Investments to gather, analyze, and consolidate information to present recommendations to leaders to make decisions on key organizational issues.

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

Master\xe2\x80\x99s degree in business or finance with 3 - 6+ years of work experience

Additional Desirable Qualifications:

Experience in the area of financial services, with two to three years of derivative exposure would be ideal.

Experience in client service, project management or product development is preferred.

Knowledge, Skills, And Abilities:

Strong interpersonal and client/customer skills \xe2\x80\x93 contact with internal and external clients and partners on a daily basis.

Strong analytical and organizational skills (can prioritize individual tasks among team goals);

Ability to work independently and search for solutions, in a fast-paced environment driven by strict long-term deadlines.

Ability to work on team projects and achieve team goals.

Strong attention to detail and quality

Excellent written and verbal communication skills.

Problem Solving and Decision Making:

Work on matters with moderate scope and high complexity; ensure solutions are consistent with organizational objectives.

Work is generally supervised; follow general guidelines. Escalate non-routine matters to supervisor.

Develop solutions to a variety of problems and make decisions on issues that do not have broad risk guidelines or major financial impact. Ensure solutions are consistent with organizational objectives.

Supervisory Responsibility:

Assist supervisor with oversight of a functional group. Perform many supervisory type responsibilities, exclusive of any disciplinary, promotion and/or termination decisions.

Coordinate duties of departmental staff

Desired Leadership Skills:

Effective interpersonal and people-management skills.

Ability to motivate assigned staff, hold them accountable, organize workflow, and manage change.

Travel Requirements:

Business travel may be required for training and function transitions, typically not exceeding 5% of the time annually.

Shift Work 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 \xe2\x80\x94the 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\xe2\x80\x99s dependents (spouses, children and dependent parents)
• Life insurance for protection of employees\xe2\x80\x99 families
• Personal accident insurance for protection of employees and their families
• Personal loan assistance
• Employee Stock Investment Plan (ESIP)

\xe2\x80\x9cLocation specific benefits\xe2\x80\x9d 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 to learn more about our company and our career opportunities.

Franklin Templeton is committed to fostering a 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 . 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.

Franklin Templeton Investments