Client Relations Analyst

Franklin Templeton Investments; Hyderabad; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Franklin Templeton Investments in Hyderabad is seeking a skilled reporting professional to deliver institutional client reports and support reporting operations across our global teams. You will manage recurring and ad hoc requests, investigate issues, and monitor account changes to ensure accuracy and timeliness.

Collaborating with investment, risk, legal, and operations colleagues, you will identify automation opportunities and contribute to process improvements while upholding service

Qualifications

• Bachelor’s degree required.
• CFA Institute Investment Foundations certification or equivalent preferred.
• 2-4 years of asset management or financial services experience.
• Experience supporting institutional clients.

Responsibilities

• Produce accurate institutional client reports.
• Manage recurring and ad hoc reporting requests.
• Investigate and resolve client reporting issues.
• Monitor account setup, changes, transfers, and closures.
• Maintain reporting quality and service standards.
• Support reporting migration and transition activities.
• Identify automation and process improvement opportunities.
• Contribute to projects assigned by leadership.

Skills

Institutional client reporting

Reporting accuracy

Automation opportunities

Cross-functional collaboration

Stakeholder communication

Education

Bachelor’s degree

CFA Institute Investment Foundations

Job description

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward-thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting-edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.

About the department: Global Client Service Support (GCSS) delivers reporting and account servicing for institutional clients worldwide. The team partners with client service, investment, risk, operations, and support functions to provide accurate, timely, and high-quality client reporting. Team members work closely across regions and global service hubs, gaining exposure to institutional clients, reporting operations, process improvements, and cross‑functional collaboration in a fast‑paced environment.

How you will add value?

Core Responsibilities:

• You will produce accurate institutional client reports.
• You will manage recurring and ad hoc reporting requests.
• You will investigate and resolve client reporting issues.
• You will monitor account setup, changes, transfers, and closures.
• You will maintain reporting quality and service standards.

Strategic Responsibilities:

• You will support reporting migration and transition activities.
• You will identify automation and process improvement opportunities.
• You will contribute to projects assigned by leadership.

Team & Collaboration:

• You will partner with investment, risk, legal, and operations teams.
• You will coordinate reporting deliveries across business functions.
• You will build strong relationships with internal stakeholders.
• You will communicate issues and elevate risks when required.
• You will collaborate with global support teams.

What will help you be successful in this role?

Experience, Education & Certifications:

• Bachelor’s degree required.
• CFA Institute Investment Foundations certification or equivalent preferred.
• 2-4 years of asset management or financial services experience.
• Experience supporting institutional clients.