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Specialist - Middle Office Client Services

External
Franklin Templeton logoFranklin Templeton · Hyderabad, India
Full-timeOn-site3w ago
ExcelPower BIProcess ImprovementRisk Management
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Health insuranceFlexible scheduleEquity / stock options

Additional Information

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! 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, cross‑functional teamwork, and opportunities to strengthen analytical, product, and problem‑solving skills. How You Will Add Value? 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. On‑Boarding: You will support onboarding for new accounts, securities, and brokerage setups. You will assist with client conversions, migrations, and account‑level 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. What Will Help You Be Successful? Experience, Education & Certifications: Graduate or Post‑Graduate with 5+ years in Global Trade Support or client‑facing operations Experience in mutual funds or investment banking Ability to manage multiple deadlines in a fast‑paced 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 - 6:30 PM to 3:30 AM 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 tra


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Specialist - Middle Office Client Services at Franklin Templeton