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What is the Specialist – Investment & Trade Client Services - Corporate Actions Services group is responsible for?Global Corporate Actions department is one of the core branches within Franklin Templeton Services, which is responsible for researching, monitoring, and processing corporate action information for over 74,000 assets.
As part of our expanding team, we are looking for a skilled and detail-oriented Specialist to join us in managing voluntary corporate actions, ensuring high-quality service and execution.
This role requires a deep understanding of corporate actions processes, excellent communication and organizational skills, and the ability to work with various internal and external stakeholders to ensure timely and accurate processing of these events.
Responsibilities:
Corporate Actions Management: Oversee the full lifecycle of corporate actions, from event announcement to final settlement, ensuring compliance with legal and regulatory requirements. This process includes researching, analyzing, soliciting, instructing, monitoring and processing of voluntary corporate actions.
Event Analysis & Execution: Assess the impact of corporate actions on securities and portfolios. Determine election options and ensure that Front Office is fully informed about voluntary corporate action events, participation requirements, respective options and deadlines.
Client Communication: Communicate with Portfolio Managers, traders, custodians, compliance and legal department, as well as internal stakeholders to gather information, clarify requirements, and ensure all corporate actions are executed smoothly.
Reporting & Documentation: Maintain accurate records of corporate actions and update internal systems with the latest data. Produce reports for internal stakeholders, management, and clients detailing the status of corporate actions and their impact.
Compliance & Risk Management: Ensure all corporate actions comply with relevant regulations and internal policies, minimizing operational risk.
System and Process Improvement: Working on projects linked to workflow and internal systems improvements. Participate in testing new technologies or software solutions related to corporate actions handling.
Experience: At least 5 years of experience within the corporate actions department, with reviewer experience as a must-have
Knowledge: Strong understanding of corporate actions processes, financial products, and regulatory environments.
Analytical skills: High attention to detail with the ability to analyze and interpret complex corporate actions, offering documents and participation restrictions.
Communication Skills: Excellent written and verbal communication skills, with the ability to interact with clients and stakeholders at all levels.
Problem-Solving: Strong analytical and problem-solving skills, with the ability to work under pressure and resolve issues promptly.
Technical Proficiency: Working knowledge of corporate actions applications/programs (IMActions, Simcorp Dimension, Bloomberg) and financial tools (i.e. MS Excel, Power Bi)
Team Player: Ability to collaborate with colleagues across departments to ensure accurate and timely execution of corporate actions.
Work Shift Timings - 6:00 AM - 3:00 PM IST (Should be flexible)
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.
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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 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
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 [email protected]. 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.
Franklin Templeton Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Franklin Templeton and has not been reviewed or approved by Franklin Templeton.
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Retirement Support — Retirement programs, including a notably strong 401(k) match and access to an employee stock purchase option, are positioned as key strengths. These features are described as meaningful contributors to total compensation.
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Leave & Time Off Breadth — Flexible work arrangements, paid volunteer time, and a defined paid parental leave minimum support strong work–life balance. Time-off breadth is frequently highlighted as a bright spot in the overall package.
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Strong & Reliable Incentives — A bonus structure that pays out regularly and a pay-for-performance philosophy add meaningful upside to cash compensation. Incentives can be particularly impactful in certain functions and levels.
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