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 FTS New Business Services team supports account onboarding, governance, and lifecycle events for institutional and separately managed accounts. The team partners closely with sales, portfolio management, trading, performance, client services, and global operations to ensure accurate account setup, strong controls, and consistent client service. This is a process-driven, collaborative environment offering exposure to global investment operations and institutional clients.
How Will You Add Value
Core Responsibilities
- You will support account openings, closings, mergers, and custodian conversions.
- You will process in‑kind transfers and account lifecycle events.
- You will review Investment Management Agreements and Service Level Agreements.
- You will prepare and validate internal account setup documentation.
- You will coordinate asset funding, withdrawals, and reconciliations.
- You will hand off accounts to operations and investment accounting teams.
- You will maintain account data, workflows, and department databases.
Projects & Continuous Improvement
- You will participate in global initiatives and system testing.
- You will support onboarding and client or custodian meetings.
- You will contribute to cross-training and procedure documentation.
What Will Help You Be Successful In This Role
Experience, Education & Certification
- Bachelor's degree or equivalent experience in business, finance, or accounting.
- Five to eight years of investment management or institutional experience.
Technical Skills
- Advanced Microsoft Excel and Microsoft Office proficiency.
- Experience with GMAX, Onetis, SCD, and Gplus systems.
Soft Skills
- Strong client service, communication, and problem-solving skills.
- Ability to manage multiple priorities and deadlines.
- Comfort working with global teams and stakeholders.
- Flexibility for work shifts required.
Work Shift Timings - 4:30 PM – 1:30 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 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 [Confidential Information]. 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.
