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!
What are the FTS PANBS Specialist - FTS New Business Services group responsible for
- Performs services related to Account Events such as Account Openings, Account Closings, Custodian Transfers/Mergers, In-kind Transfers - ensuring accuracy, completeness, and timeliness in accordance with policies and procedures (PA Events). Also 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.
What are the ongoing responsibilities of the FTS PANBS Specialist
Account Events
- Support account openings, account closings, account mergers, custodian conversions, in-specie transfers and other account events for the department.
- Actively participate in Account event meetings.
- Review external documentation (IMA, SLA) and provide relevant sign off / comments
- Prepare documentation e.g., internal account set up form, PA account events checklist
- Partner with other groups, e.g. FTS departments, Global Client Support Service, Performance and Corporate Accounts to ensure Portfolio Admin is ready to take on new business.
- Perform activities to generate accounts set-up on internal systems and validate accuracy of set ups.
- Establish and document new workflows for new account processes.
- Coordinate the load and withdrawal of assets to accounts, and perform reconciliation of all event processing prior to hand off
- Prepare and complete hand-off of new account to PA operations and IA Recon.
- Provide regular reporting to local management on status of account events.
- Maintenance of department databases.
- Make recommendations for improved workflows and best practice, with consideration for other business units.
- Compile MOR data for account events and other reporting as assigned.
Periodic Responsibilities
- Manage Audit Request: GIPS, SOX, client directed and internal audits
- Global events and global account database management Due Diligence representation
- Take ownership for RFP requests, coordinating completion with PA Operations as required.
- Co-ordinate projects for the department according to project plans
- Attends participate in and take meeting minutes /notes for project.
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 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.
- Maintenance of the Global Account Database.
- Advise portfolio managers and cash management team of any cash movements in client accounts on a timely basis.
- Daily/Monthly Review of performance.
- System/account validation and maintenance oversight.
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 on behalf of FTS for all SMA and institutional Separate Account client service-related questions/issues and assist in tracking issues through to resolution.
- Provide Management fee support to ensure all fees are collected and posted in the clients accounts in a timely manner to meet standards of performance reporting.
- Prepare and participate in client requested ad hoc meetings including Due Diligence meetings.
Projects Initiatives & Events
- Actively participate in PA 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
- Deliver requested complex/custom reports.
- Provide Performance Reports
- Track and compile queries/issues for statistical reporting to management.
Nbs
- Support NBS on boarding activity
What ideal qualifications, skills & experience would help someone to be successful
- Bachelor's Degree preferred or equivalent experience in Business, Accounting or Finance
- 5 to 8 years Investment Management industry experience and knowledge, knowledge of institutional business
- Proficiency with Microsoft Office application, GMAX, Onetis, SCD, Gplus Advanced knowledge of MS Excel (formula, pivot table, chart, graph, formatting, etc.)
NOTE: The above statements are intended to describe the general nature and level of work being performed by incumbents. They are not intended to be an exhaustive list of all responsibilities, duties and skills required by all incumbents. Incumbents may perform other duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management retains the right to add to or change the duties of the position at any time.
Shift Work Timings - 4:30 PM - 1:30 AM IST (Should be flexible with work timings)
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 to search for or apply for one of our positions, please send an email to [Confidential Information]. In your email, please include the accommodation 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.
