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What is the Specialist - Investment & Trade Operations group responsible for?
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Perform Fund of Fund orders execution, confirmation, completion & money movement by coordinating with Front Office, Transfer Agency, Custody.
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Also responsible for performing multiple Front office specific orientated tasks and delivery of service to a variety of external/internal clients and business partners.
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Collaborate with various internal and external teams to onboard accounts.
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Manage daily BAU without any issues. Ensure to deliver the service levels within TAT. Monitor mailboxes to ensure there are no unread/unattended emails. Handle critical enquiries.
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Resolves and escalates production issues. Should be able to analyze the root cause of the problems and place appropriate controls. Heatmaps should be tracked.
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Track errors, identify reason & guide the team members.
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Conducting training.
Projects Initiatives & Events:
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Actively participate and lead Global; Trade Service initiatives, Business Continuity testing, system user enhancement testing and Complex FOF workflow set up Review meetings.
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Other projects assigned by management.
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Aid in staff cross-training and procedure manuals.
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Provide support for on-boarding activities including participating Front office /custodian meetings.
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System/account maintenance for changes resulting from events.
What ideal qualifications, skills & experience would help someone to be successful?
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4 + years Investment Management industry experience and knowledge, knowledge of complete fund operations.
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Ability to take ownership/responsibility of work product and meet deadlines.
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Outstanding communication and interpersonal skills, with the ability to interface effectively with all levels of the organization especially front office.
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Experience in Mutual fund operations would be great and not limited only for order placement and good to have compliance knowledge.
Work Shift Timing - Should be flexible with shift timings
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:
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Professional development growth opportunities through in-house classes and over 150 Web-based training courses
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An educational assistance program to financially help employees seeking continuing education
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Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)
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Life insurance for protection of employees’ families
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Personal accident insurance for protection of employees and their families
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Personal loan assistance
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Employee Stock Investment Plan (ESIP)
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12 weeks Paternity leave
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Onsite fitness center, recreation center, and cafeteria
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Transport facility
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Child day care facility for women employees
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Cricket grounds and gymnasium
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Library
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Health Center with doctor availability
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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 to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation 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.
What We Do
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