Analyst - Institutional Client Reporting

Franklin Templeton; Hyderabad; On-site; INR 900,000 - 1,300,000; Full time

Benefits offered by this job

ESIP

Paternity leave 12 weeks

Onsite fitness center

Transport facility

Education assistance program

Job summary

Franklin Templeton Investments in Hyderabad, India, seeks an Institutional Client Reporting professional to deliver accurate client reports and support global reporting initiatives. You will collaborate with cross-functional teams to validate data, automate processes, and ensure compliance with client requirements.

The role emphasizes attention to detail, strong English communication, and the ability to work across time zones while contributing to continuous improvement and security standards.

Qualifications

• Degree in Finance, Business, Economics, IT, Management or related field.
• Experience in client reporting, financial reporting, data analysis, automation, or process improvement.
• Experience in institutional or financial reporting environments.
• Experience working in international or multicultural teams.

Responsibilities

• Produce client reports within contractual deadlines.
• Coordinate manual and automated reporting activities.
• Maintain quality, accuracy, confidentiality, and compliance standards.
• Manage assigned institutional client accounts.
• Maintain reporting databases and documentation.
• Analyze and validate data from multiple sources.
• Investigate and resolve data discrepancies.
• Collaborate with global teams to solve reporting issues.
• Support reporting process improvements.
• Contribute to automation and optimization initiatives.

Skills

Advanced Excel

Data analysis

English communication

Education

Degree in Finance, Business, Economics, IT, Management

Tools

Power BI

Power Automate

Alteryx

SQL

VBA

Python

Job description

About the Department

The Institutional Client Reporting EMEA team delivers high-quality reporting to institutional clients across Europe, the Middle East, and Africa. Working closely with Client Services, Sales, Portfolio Management, Risk, Performance, and other business partners, the team gathers, validates, analyzes, and presents complex information in a clear and client‑focused format. As the final quality checkpoint before reports reach clients, the team plays a critical role in ensuring accuracy, compliance, and trust.

Responsibilities

• Produce client reports within contractual deadlines.
• Coordinate manual and automated reporting activities.
• Maintain quality, accuracy, confidentiality, and compliance standards.
• Manage assigned institutional client accounts.
• Maintain reporting databases and documentation.
• Analyze and validate data from multiple sources.
• Investigate and resolve data discrepancies.
• Collaborate with global teams to solve reporting issues.
• Support reporting process improvements.
• Contribute to automation and optimization initiatives.

Qualifications

Experience, Education & Certifications

• Degree in Finance, Business, Economics, Information Technology, Management, or related field.
• Experience in client reporting, financial reporting, data analysis, automation, or process improvement.
• Experience in institutional or financial reporting environments.
• Experience working in international or multicultural teams.

Technical Skills

• Advanced Microsoft Excel skills.
• Proficiency with Microsoft Office applications.
• Experience with reporting, automation, or business intelligence tools.
• Knowledge of Power BI, Power Automate, Alteryx, SQL, VBA, Python, or similar technologies.

Soft Skills

• Strong written and verbal English communication skills.
• Excellent analytical and problem‑solving abilities.
• High attention to detail and accuracy.
• Strong ownership and accountability mindset.
• Ability to manage competing priorities and deadlines.
• Curiosity and enthusiasm for continuous improvement.
• Awareness of responsible Artificial Intelligence and Large Language Model usage.

Work Shift Timings

1:00 PM - 10:00 PM IST

Benefits

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 covers employees’ 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.

Equal Opportunity Employer

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 or adjustment to search for or apply for one of our positions, please send an email to [e-mail]. In your email, please include the accommodation or adjustment 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.