Client Relations Analyst

Franklin Templeton India; Hyderabad; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

ESIP

12 weeks Paternity leave

Onsite fitness center

Transport facility

Educational assistance program

Medical insurance

Job summary

Franklin Templeton India is seeking a capable reporting professional to produce accurate institutional client reports and manage recurring and ad hoc requests within GCSS. You will collaborate with global teams to ensure quality and on-time delivery.

The role requires 2–4 years in asset management or financial services, a Bachelor's degree, and strong Excel, PowerPoint, and data analysis skills; CFA Foundation certification is preferred.

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.
• Experience working in global environments.

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.
• You will support reporting migration and transition activities.
• You will identify automation and process improvement opportunities.
• You will contribute to projects assigned by leadership.
• You will partner with investment, risk, legal, and operations teams.

Skills

Data analysis

Reporting

Investment risk

Data confidentiality

Quality control

SimCorp Coric

Clearwater

Business Objects

Excel

PowerPoint

Adobe Acrobat

Attention to detail

Documentation

Stakeholder management

Communication

Multitasking

Problem solving

Education

Bachelor's degree

CFA Institute Investment Foundations

Tools

SimCorp Coric

Clearwater

Business Objects

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.

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.

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.
• Experience working in global environments.

Technical Skills

• Strong data analysis and reporting capabilities.
• Understanding of investment risk, performance, and attribution.
• Knowledge of data confidentiality requirements.
• Experience with quality control and reconciliation processes.
• Familiarity with SimCorp Coric, Clearwater, or Business Objects.
• Advanced proficiency in Excel, PowerPoint, and Adobe Acrobat.

Soft Skills

• Strong attention to detail and accuracy.
• Excellent documentation and process management skills.
• Effective communication and stakeholder management.
• Strong organizational and multitasking abilities.
• Adaptability and problem‑solving skills.

Work Shift Timings - 6:30 PM - 3:30 AM IST

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

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, 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.