Senior Specialist Middle Office Client Services

Year    TS, IN, India

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 Middle Office Client Services team manages loan administration, trade support, and settlement activities that enable accurate, timely investment operations. The team includes Specialists, Analysts, and cross?functional partners who collaborate to maintain high operational standards. Working here offers exposure to complex financial products, leadership opportunities, and the ability to influence process improvements in a dynamic environment.
*How You Will Add Value?

Core Responsibilities:

You will oversee loan administration, including trade processing, reconciliation, and settlement.
You will support and motivate your team while managing stakeholder expectations. You will manage settlements for loan syndications, secondary trades, restructures, and collateralized loan obligations. You will serve as the subject matter expert for syndicated loan processes and SLA adherence. You will review confirmations and legal documentation for leveraged?loan closings. You will participate in training new hires. You will support workflow management and recommend process and system enhancements. You will oversee daily cash reconciliations. You will monitor systems and resolve trade or position issues quickly. You will assist in implementing new policies and projects. You will work with Specialists and Analysts to manage portfolio credits.
Team & Collaboration:You will partner with Trustees, Loan Administrators, Legal, Tax, and Compliance on documentation, allocations, and settlements. You will build strong relationships with Traders and Portfolio Managers.
*What Will Help You Be Successful in This Role?

Experience, Education & Certifications:

7-10 years of accounting or analysis experience in financial services.
Bachelor's degree in Finance, Business, Economics, or similar field. Additional certifications in loan operations are beneficial. Knowledge of syndicated loan lifecycle activities and custody reconciliation. Experience with leveraged?loan and collateralized?loan?obligation operations. Proficiency using Wall Street Office Suite, ClearPar, and Aladdin.
Technical Skills:Advanced Excel skills. Power BI proficiency. Ability to develop and use macros.
Soft Skills:Strong communication skills. Ability to perform under pressure and meet deadlines.

Work Shift Timings - 6:30 PM - 3:30 AM 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 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.

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Job Detail

  • Job Id
    JD5171429
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    TS, IN, India
  • Education
    Not mentioned
  • Experience
    Year