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 Specialist - Investment & Trade Client Services is responsible for?

• The Operations Consultant will be responsible for leading and participating in continuous improvement initiatives and projects. When necessary, this position provides production support by analyzing and troubleshooting production issues and assisting in the day-to-day operations.

What are the ongoing responsibilities of the Specialist - Investment & Trade Client Services?

Project Participation:

• Lead and/or support operational business process improvements and initiatives related to functional business unit
• Develop and define requirements, solution design, testing and training, throughout the project lifecycle
• Ensure all department staff are engaged throughout the process and prepared for deployment
• Leading and/or supporting testing activities, related to a new project or any initiatives
• Lead team meetings, address issues, and drive team to complete activities timely
• Address and/or escalate when needed, issues are preventing the team from moving forward 
• Provide training & overviews to support upcoming changes, to ensure staff are aware and prepared for the changes

Project Support:

• Providing weekly updates on project status’, upcoming milestones, issues or items requiring attention and related mitigation plans
• Coordinating with all end users impacted by the initiative – ensure full understanding and testing in a timely manner, well in advance of deployment
• Coordinate and/or provide training on new activities being deployed into production

Production Support:

• Research production issues independently and with minimal guidance
• Liaise with FTT to seek and/or validate solutions
• Conduct testing, when needed, including defining and executing test cases
• Escalate issues to supervisor, when appropriate
• Provide subject matter expertise on activities impacting production issues and support needs
• Process Improvement
• Drive for solutions by constantly looking at reducing risk and streamlining processes
• Suggest and/or support new ideas to promote efficiency and reduction of risk
• Follow-through on activities required to implement approved ideas
• Creating and generating regular & ad-hoc metrics for functions being performed
• Stay current on industry emerging issues, market initiatives and legislation
• Keep team members informed on issues, solutions and progress, to leverage staff in other sites and groups, to ensure global coverage and support
• Act as business continuity back-up and participate in exercises as necessary

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

• Solid understanding of all security types, account & settlement reference data
• Bachelor’s degree in accounting, finance or economics preferred or 3-5 years’ experience in financial services/securities processing
• Proficient with Microsoft Office applications
• Proficient in FTS applications
• Strong knowledge of FTI’s internal systems
• Excellent verbal and written communication skills

Work Shift Timing - 2:00 PM - 11:00 PM 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.