Sr Business Analyst - GPaCS

Job Description

At Franklin Templeton, everything we do is focused on one thing delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.What is the Senior Business Analyst - GPaCS in Global Portf and Corp Svcs group responsible for

• This position is a Senior Business Analyst position that will be the main contact for the various Investment Management groups and Business Partners Primary function will be to support Global Research Management processes, analysis, communication, and reporting requirements, be available to answer any related questions and perform business unit requirements which may surface in the day-to-day execution of responsibilities. This individual may also support related compliance efforts, periodic reporting and ad hoc projects. Work is performed in partnership with other GPaCS team members and various business partners.

What are the ongoing responsibilities of Senior Business Analyst - GPaCS Duties / Responsibilities:

• Perform financial/data analysis, reporting, and related activities for assigned areas
• Develop, produce and interpret routine and non-routine reports of intermediate to advanced scope, providing analytical commentary and recommendations for change
• Provide subject matter expertise on assigned systems or areas, including demonstrating an understanding of associated regulatory requirements
• Partner with Trading and brokers to maintain accurate trade and payment records, identify issues, and follow up as necessary to resolve
• Work with management to develop policy, workflow and technology best practices, identify issues and develop creative solutions
• Monitor various email boxes for assigned areas, developing responses by researching issues and identifying solutions within established procedures
• Partner with vendors to maintain systems by providing ongoing maintenance, communicating issues, and overseeing implementation of approved enhancements
• Provide post-implementation support for all approved deliverables
• Work closely with the team and business partners to resolve any issues and help ensure timely delivery of reports.
• Ability to work in collaboration across business units

Additional Responsibilities:

• Design and recommend changes to forms and reports
• Prepare and maintain manuals for assigned areas, and provide training as needed to new system users and portfolio department administrators
• Partner with client facing departments to provide approved language for response to client requests for assigned area compliance and process information
• Maintain departmental records in compliance with filing, protection, and retrieval standards, including maintenance and creation of folder hierarchy and access management for SharePoint and shared drives, as well as locally stored documents.

Periodic Responsibilities:

• Provide back-up support for various other departmental processes
• Provide administrative support for various business unit and related committee initiatives, including testing, reporting, gathering documentation, and coordinating meetings
• Perform other duties as requested by management
• Tracking for own performance through Online IPP process
• Work with Sequel (SQL) to help support the team s automation initiatives

, What ideal qualifications, skills & experience would help someone to be successful

• A college degree in accounting/business or equivalent. Bachelor s Degree or Equivalent Experience with some exposure to financial markets
• 4-6 years of relevant experience.
• Finance Services / Financial Industry experience.
• Experience in Reporting, MS SQL Server, MS Excel Macros is preferred

Education and Experience:

• Bachelor s or Master s degree in business administration, accounting, finance or related field, or equivalent combination of education and work experience (Prefer Computer Science background)
• 3+ years experience in the investment industry and other supporting areas
• 2+ years experience in reconciliation (Cash, Asset etc)
• Solid knowledge in MS Office applications (Excel, Word, PowerPoint, Visio)

Additional Desirable Qualifications:

• Financial Analysis
• Experience coordinating or leading projects
• Working knowledge of mutual fund industry regulations
• Global awareness of different cultures and languages
• Experience and comfort working across multiple time zones

Knowledge, Skills and Abilities:

• Excellent written and verbal communication skills
• Strong attention to detail
• Solid knowledge of Microsoft Office applications (Word, Excel, PowerPoint, Visio)
• Solid analytical skills
• Service oriented
• Ability to take initiative
• Ability to work in a team environment
• Ability to shift priorities and meet deadlines
• Ability to interact with other departments on a regular basis
• Ability to work independently
• Ability to multi-task maintaining several events at a time
• Ability to exercise independent judgment consistent with departmental guidelines.

Problem Solving and Decision Making:

• Ability to develop solutions to a variety of problems and ensure solutions are consistent with organization objectives

What makes Franklin Templeton Investments unique In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts and results.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 covers 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)
• Onsite fitness center, recreation center, and cafeteria
• Cricket grounds and gymnasium
• Library
• Health Center with doctor availability
• Tuition Assistance Program
• HDFC ATM on the campus

Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.

Keyskills :
documentationcustomer relationsms sqlfitness centerbusiness requirementsglobal researchfunctionalsql serverrequirementsms sql servercomputer sciencems officesubject matter expertisemutual funds