Senior Analyst-MOCS-GTS-821086At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners.
Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries.
For over 65 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
What is the Senior Analyst - Middle Office Client Services Group responsible for? The Middle Office Senior Analyst within Global Trade Services will be responsible for performing multiple analytical, operational support & client service and support specific tasks.
The position will involve project work and technical assistance for Core Operations teams as well as a great deal of Front Office interaction to act as a conduit for all their operational questions.
The role requires leadership skills, product knowledge, interpersonal skills and the ability to work well within a team environment.
This role also requires strategic thinking and the ability to work issues through with Operations and / or Technology teams.
What are the ongoing responsibilities of a Senior Analyst - Middle Office Client Services Client Service Support
Act as point of contact to Front Office for all FTS related questions / issues
Provide assistance to global FTS departments on portfolio transactions, valuations and issues
Act as point of contact for all Operational questions and issues impacting the Traders and Portfolio Managers
Liaise with internal and external clients to resolve issues and discrepancies
Identify issues and track through to resolutionProvide system support to Front Office
Controls / Metrics
Compile & help present Broker metrics
Compile Front Office statistics
Track queries and issues for the Front Office
Design more efficient methods of control Compile feedback from GTS to custodians
Take an active part in the testing of new systems / functions
Participate in the continuing development of the Middle Office Client Services operating model, and help validate proposed ideas / plans prior to implementation
Identify opportunities within FTS interactions to increase service offerings, improve efficiencies, evolve workflows, and minimize risks
Monitor daily failed and non completed trades to ensure timely settlement
Monitor error trends with counterparties & custodians to ensure these are addressed
Participate in the risk assessment process by documenting failed / inadequate processes lending to an incident or potential incident
Assist with the on-boarding activities for locally managed accounts
Assist with on boarding on new securities with Securities Maintenance Dept.
Assist with on setting up new brokerage accounts.
Support the conversion of any new clients or existing migrations and account level events
Market / Product Knowledge
Gain insight to market initiatives, trends and new products and take a proactive approach on the impacts to the organization
Increase market knowledge by attending Network Management calls
Maintain relationships with portfolio managers and traders and act as conduit for all their operational questions
Attend Front Office service review meetings
Ensure that regularly-scheduled reports to clients are implemented and delivered.
Maintain ongoing communication with broker
Participate in broker review meetings
Participate in broker performance scoring and reviews with appropriate internal team members and management
Maintain ongoing communication with Custodian
What ideal qualifications, skills & experience would help someone to be successful?
3 year degree
6 years Financial Services experience
Undergraduate Degree holder with 2 years experience in Global Trade Support / Customer fronting, preferably in Mutual Fund and / or with Investment banking related industry
Good verbal and written communication skills
Good presentation skills and ability to interact with all levels of users and management
Resilient; able to work under pressure and ability to track and deliver assignments on schedule
Ability to work on multiple deadline orientated tasks in a high energy environment
Good organizational and time management skills
System knowledge (i.e. OMGEO products, MISYS, Charles River & Bloomberg)
Product knowledge (Fixed Income, Equity, FX and Derivatives)
Financial Services operational knowledge (Trade Settlements & Support, Corporate Actions, Pricing, Security Master, Proxy)
Knowledge of business desktop applications (Word, PowerPoint, Access, Excel)