Franklin Templeton Investments

Compare

based on 682 Reviews

38 Franklin Templeton Investments Jobs

Lead Portfolio Admin Ops Analyst

Franklin templeton asset management (india)pvt

based on 682 Reviews

2-5 years

Hyderabad / Secunderabad

1 vacancy

Lead Portfolio Admin Ops Analyst

Franklin Templeton Investments

posted 14hr ago

Flexible timing

Key skills for the job

+ 4 more

The position of a Lead Portfolio Admin Ops Analyst will be responsible for performing multiple client specific orientated tasks and delivery of service to a variety of external/internal clients and business partners including Sales/Marketing, Portfolio Management, Trading, Performance and Client Services.
The position will be primarily responsible for providing client service to these groups for all inquiries as well as account governance/ownership, complex/custom reporting and events support Institutional Accounts. In addition, actively manage relationships with these teams, change/improve processes as service requires and proactively manage solutions to client needs due to trends and increasing customization.
This role involves coordinating back office operational endeavors to provide premiere and seamless client service to internal and external clients and actively managing communication throughout all spectrums of the job #MID_SENIOR_LEVEL

What are the ongoing responsibilities of the Lead Portfolio Admin Ops Analyst?

Account Governance / Ownership:

Good overall understanding of internal/external clients and relationships
Take ownership of assigned portfolios on behalf of FTS and monitor daily e-mails to ensure all inquiries are responded to with accurate and timely resolution/service to end clients.
Drive for solutions by proactively trouble shooting along with collaboration with other various key individuals/groups globally.
Seek to understand and maintain knowledge of client account activities and teams/functions responsible for those activities with aim to identify potential risks of operational issues impacting client experience
System/account validation and maintenance oversight
Daily Period Closure transactions monitoring for materiality and to assess month-end reruns requirements
Involved in production of complex reports (e.g. Regulatory reporting)
Involved in compilation and creation of new and complex client reports prior to transition to report production team
Gain knowledge and understanding of new accounts operational requirements
Participate and provide inputs for Custodian Service review calls
Partnering with the Events Representative for account handover to support onboarding/offboarding of Client accounts
Gain knowledge and understanding of new accounts operational requirements
Manages communication with appropriate stakeholders

Client Service Support:

Engage internal/external clients and business partners to access product delivery and potential process changes.
Act as a conduit for all inquiries to build strong relationships with internal/external clients and business partners.
Act as point of contact for client service-related questions/issues and assist in tracking issues through to resolution.
Prepare and participate in client requested ad hoc meetings including Due Diligence meetings

Projects Initiatives & Events:

Actively participate in Global Improvement and corporate commitment initiatives, Business Continuity testing, system user enhancement testing and Complex Securities Review meetings.
Other projects assigned by management.
Aid in staff cross-training and procedure manuals.
Provide support for on-boarding activities including participating client/custodian meetings.
System/account maintenance for changes resulting from events

Reporting:

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

High School Diploma and at least three years of investment industry experience required
Bachelor s Degree in Business, Accounting or Finance preferred
Sound knowledge of investment industry accounting principles, terminology, financial markets, security types and corporate action types
Good presentation skills and ability to interact with all business partners and management
Able to work with end users to identify potential issues and high risk items
Build and maintain good relationships with clients and business partners
Good organizational skills and the ability to prioritize own workloads
Good verbal and written communication skills
Detailed oriented and good analytical skills
Proficiency with Microsoft Office application, SimCorp Dimension