Lead Portfolio Admin Ops Analyst
Lead Portfolio Admin Ops Analyst
Poznań
At Franklin Templeton, we’re advancing 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 provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
About the department
The Portfolio Administration department is responsible for providing operational support to Institutional, Sub-advised & High Net Worth separate accounts managed by Franklin Templeton Investments. This is done through issue resolution as well as by providing accounting, reporting and end-to-end account knowledge to our internal and external partners.
How you will add value
Core Responsibilities
- Ownership of assigned Institutional Separate Account portfolios on behalf of Franklin Templeton Services (FTS).
- Driving for solutions by proactively trouble shooting query resolution and tracking issues through to completion whilst collaborating with key groups and individuals globally.
- Developing solutions and delivering requested complex/custom reports and procedures.
- Providing support for on-boarding activities and participating in client/custodian meetings.
- Responsible for actively managing relationships of Institutional Separate Account world.
- Provide premiere and seamless client service to internal and external clients such as Sales/Marketing, Client Services, Portfolio Management, Trading and Performance.
- Following the move to BlackRock - Aladdin Investment Management Platform, provide day-to-day research and oversight over Aladdin Dashboard
What will help you be successful in this role
Experience, Education & Certifications
- Possesses problem solving skills, detail orientation and good analytical skills.
- Communicates well to build and maintain relationships with clients and business partners.
- Has good organizational skills and ability to prioritize own workloads.
- Has confidence in working with various computer systems and applications.
- Has Bachelor’s degree and Investment Management industry experience.
- Knowledge of the Institutional Separate Account world would be an advantage, however, is not a requirement.
- Knowledge of automation tools and Aladdin is preferred but not essential.
Work Shift Timing – 1:00 PM to 10:00 PM IST
Experience our welcoming culture and reach your professional and personal potential!
Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.
We want our employees to be at their best. By joining us, you will connect with 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 staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.
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
Learn more about the wide range of benefits we offer at Franklin Templeton in Poland
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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
FTIS is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. FTIS encourages the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. FTIS ensures that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.
