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Lead Portfolio Admin Ops Analyst
2-5 years
Hyderabad / Secunderabad
1 vacancy
Lead Portfolio Admin Ops Analyst
Franklin Templeton Investments
posted 19d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- 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
- 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
- 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
- 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
- Deliver requested complex/custom reports.
- Provide Performance Reports
- Track and compile queries/issues for statistical reporting to management.
- 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
Employment Type: Full Time, Permanent
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Franklin Templeton Investments Benefits
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