Specialist - Middle Office Client Services

Franklin Templeton; Telangana; Presencial; INR 900.000 - 1.400.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical Insurance

Life Insurance

Personal Accident Insurance

ESIP

Paternity leave

Onsite Fitness Center

Transport facility

Child care facility

Cricket grounds & gymnasium

Descripción de la vacante

Franklin Templeton in India is seeking an experienced Global Trade Support professional to enable smooth trade lifecycle management and serve as the primary contact for Front Office operational queries. You will collaborate with traders, portfolio managers, and global teams to resolve issues and improve processes.

You will contribute to risk management, onboarding, and market knowledge while maintaining strong relationships with brokers and custodians.

Formación

• 5+ years in Global Trade Support or client-facing operations.
• Experience in mutual funds or investment banking is preferred.
• Ability to manage multiple deadlines in a fast-paced environment.
• Strong market and financial services understanding.
• Exposure to global operations is an advantage.

Responsabilidades

• Serve as the primary contact for Front Office operational and system queries.
• Support global teams on transactions, valuations, and issue resolution.
• Analyze and track issues until resolved.
• Liaise with internal and external stakeholders to address discrepancies.
• Provide system support to traders and portfolio managers.
• Maintain strong relationships with traders and portfolio managers.

Conocimientos

Global Trade Support

Client Relations

Time Management

Analytical Thinking

Educación

Graduate or Postgraduate in Finance or related field

Herramientas

OMGEO

MISYS

Charles River

Bloomberg

MS Office

Power BI

Alteryx

Descripción del empleo

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

• The Middle Office Client Services Group enables smooth trade execution by supporting Core Operations and partnering closely with Front Office teams. The team collaborates with traders, portfolio managers, Operations, and Technology to resolve operational issues, improve processes, and ensure accurate, timely trade lifecycle management. Joining this group offers exposure to global markets, crossfunctional teamwork, and opportunities to strengthen analytical, product, and problemsolving skills.

Client Service Support

• You will serve as the primary contact for Front Office operational and system queries.
• You will support global teams on transactions, valuations, and issue resolution.
• You will analyze and track issues until resolved.
• You will liaise with internal and external stakeholders to address discrepancies.
• You will provide system support to traders and portfolio managers.

Controls & Metrics

• You will compile broker metrics and Front Office statistics.
• You will track queries and issues to strengthen transparency.
• You will design improved control processes.
• You will collect and share feedback from global teams with custodians.

Process Improvement

• You will test new systems and functions.
• You will help refine the Middle Office operating model.
• You will identify ways to enhance workflows, reduce risk, and increase efficiency.

Risk Management

• You will monitor failed or incomplete trades to ensure timely settlement.
• You will track error trends and escalate concerns.
• You will document process gaps for risk assessments.

OnBoarding

• You will support onboarding for new accounts, securities, and brokerage setups.
• You will assist with client conversions, migrations, and accountlevel events.

Market & Product Knowledge

• You will stay informed on market initiatives, trends, and new products.
• You will participate in Network Management calls to expand market understanding.

Relationship Management

• You will maintain strong relationships with traders and portfolio managers.
• You will participate in service reviews and broker performance discussions.
• You will ensure client reporting is delivered accurately and on time.
• You will maintain regular communication with brokers and custodians.

Experience, Education & Certifications

• Graduate or PostGraduate with 5+ years in Global Trade Support or clientfacing operations
• Experience in mutual funds or investment banking
• Ability to manage multiple deadlines in a fastpaced environment
• Strong market and financial services understanding
• Exposure to global operations is an advantage

Technical Skills

• Experience with OMGEO, MISYS, Charles River, and Bloomberg
• Knowledge of Fixed Income, Equity, FX, and Derivatives
• Understanding of settlements, corporate actions, pricing, and security master
• Proficiency in MS Office, Power BI, and Alteryx

Soft Skills

• Strong written and verbal communication
• Effective problem solving and analytical thinking
• Strong organizational skills and attention to detail
• Ability to work under pressure
• Flexible to change in work shifts
• Collaborative and relationship oriented mindset

Work Shift Timings: 4:30 PM - 1:30 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, 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.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.