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 Investment & Trade Client Services Reference Data Group ensures accurate, compliant reference data that enables smooth trade settlement and frontoffice readiness. The team partners closely with business, technology, brokers, custodians, and governance functions to deliver system enhancements, meet regulatory requirements, and resolve complex production issues. Joining this team offers exposure to enterprisewide initiatives, opportunities to lead change, and the chance to influence data quality, risk reduction, and operational efficiency.
How You Will Add Value
Project Participation
- You will partner with business teams and Fund, Transfer, Technology teams.
- You will advise projects using Reference Data expertise and governance standards.
- You will lead process improvement initiatives across the business.
- You will define requirements, testing, training, and implementation plans.
- You will manage testing, defect resolution, and final approvals.
- You will lead meetings and remove delivery blockers.
- You will communicate progress, risks, and mitigation plans.
Risk Mitigation, Innovation & Change Management
- You will design automated controls to reduce operational risk.
- You will improve data quality using modern tools and technologies.
- You will build workflows using Alteryx, Power BI, Access, and Structured Query Language.
- You will lead change impact analysis and readiness activities.
- You will perform root cause analysis and implement corrective actions.
- You will maintain accurate system and process documentation.
- You will lead business continuity and disaster recovery responses.
Production Support
- You will support new fund launches and complex account events.
- You will resolve escalated reference data and settlement issues.
- You will partner with brokers and custody banks to fix data issues.
- You will support audits and regulatory reviews.
- You will monitor industry, market, and regulatory developments.
- You will oversee custodian performance metrics.
What Will Help You Be Successful In This Role
Experience
- Strong knowledge of security types, accounts, and settlement reference data.
- Four to seven years of financial services or securities processing experience.
Education & Certifications
- Bachelor's degree in accounting, finance, or economics preferred.
Technical Skills
- Advanced Microsoft Excel and strong Office productivity skills.
- Working knowledge of internal reference data systems.
Soft Skills
- Clear, confident written and verbal communication.
- High attention to detail and risk awareness.
- Ability to work independently and collaboratively.
Work Shift Timings - 6:30 PM - 3:30 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.
