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 is the Senior Analyst - Investment & Trade Client Services- Derivatives Support responsible for?

• Trade Services (TS) is part of the wider Investment Operations global department which encompasses Corporate Actions, Pricing and Security Maintenance. This role within TS performs a multitude of deadline & analytical oriented tasks across various different functions to support the trading desks by performing completion, confirmation and settlement of trades. Some of the tasks associated with the role may involve (but are not limited to) the following: inputting, matching, and confirming trades, resolving discrepancies between parties, resolution of pre and post settlement date and managing and processing life cycle events attached to OTC Derivative transactions as well as Digital Assets such as Cryptocurrencies.

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

Trade Execution/Completion:

• Insert, match, and confirm OTC and ETD Derivative trades manually or utilizing appropriate systems.
• Process payments attached to life cycle events and the settlement of OTC Derivatives and FIAT currencies attached to the Cryptocurrency workflow.
• Resolve discrepancies between both broker and investment manager.
• Completion of trades and life cycle events within the deadline.
• Sending daily reports to different groups internally and externally (third party administrators).
• Liaise with different departments inside and outside FT to resolve process related issues.
• Engage in Vendor Management relationship.
• Respond to inquiries and resolve trade related issues for Portfolio Administration and Treasury departments.

Static Data:

• Research and resolve transmission dashboard breaks and coordinate current and future resolution of issues with appropriate parties.
• Coordinate required broker and custodian settlement instruction updates with SDM.

Controls/Metrics:

• Produce monthly & ad-hoc metrics for functions being performed.
• Ensure procedures/checklists/contacts are up to date and signed off.

Process Improvement:

• Enhance Straight Through Processing for all functions performed, e.g. participate in projects, offer suggestion to enhance processes and to increase STP rates.
• Take an active part in the testing of new systems/functions.
• Drive solutions by constantly looking at reducing risk and streamlining processes such as trade completion and confirmation.
• Participate in projects/initiatives and convert ideas into execution.

Risk Management:

• Manage risk and prioritize the workload effectively.
• Escalation of potential issues at earliest possible opportunity.
• Highlight issues and report root cause and trends to management.
• Coordinate audit reviews, responding timely and thoroughly.

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

• Bachelor's degree in business or related major or equivalent experience is required for this position.
• 3-5 years of investment industry experience required.
• Graduate level courses in accounting, finance or management are viewed favorably.
• Relevant financial industry examination is desirable.
• Knowledge of the system is desirable but not mandatory.
• Excellent command of English, both spoken and written.
• Good organizational and time management skills as well as attention to detail and accuracy is required.
• Ability to work on multiple deadline-oriented tasks.
• Good market and financial services operational knowledge.
• Timeliness and ability to adapt with wider changes in the market.
• Good verbal and written communication skills.
• Effective interpersonal skills.
• Proficient in MS Office applications (Word, Excel, PowerPoint, Outlook and Access)
• Should be flexible to shift timings.

Work Shift Timing - 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 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 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.