- This role will have responsibility for the delivery of periodic reporting with ensuring timely and accurate completion of day-to-day expectations relating to account servicing and reporting. Individual will work closely with other Supervisor/ Regional Client Service teams/ ICR production teams to determine priorities. Perform reporting related functions via automated platforms or by creating presentation materials manually for non-standard requests. Research and analyze methods to streamline and increase workflow efficiencies and communications with other business partners. Frequently interact with global Business Units for providing team with data, commentary, legal and compliance advice etc. to ensure Client Reporting team can support front office requirements and requests in a timely manner.
- Ensure timely and accurate completion of Client Reporting tasks.
- Analyze and resolve report production issues. Escalate issues to supervisor in a timely manner
- Maintain communication with report recipients on production issues and on-going support/enhancement
- Build and maintain professional working relationship with Regionals PA -CS/ICR production teams and business partners globally.
- Produce materials leveraging the available reporting tools: Business Objects, GRIP, ACR, PPT, PDF, etc.
- Scheduled & On-demand Client Reporting and Data Delivery queries as per requests from internal business partners and external clients services team.
- Production and delivery of scheduled weekly, monthly, quarterly, semi-annual, and annual Client Reporting
- Production of quarterly real estate reports
- Delivery of regulatory reporting e.g., EMIR, MIFID II, Italian accounts etc.
- Production of On-Demand Client Meeting Books for Institutional separate account and fund clients
- Critically analyze data pieces received from providers/reporting tools and investigate any potential errors that might impact Client Reporting.
- Responding to audit requests as directed by senior team members.
- Apply a consistent, repeatable, and scalable process.
- Maintain excellent business knowledge and be mindful of customer needs, as well as systems capabilities and constraints.
- Keep up to date internal policies & procedures.
- Keep up to date all logs and metrics.
- Keep the SharePoint task list in sync with GRIP entries and periodic requests received from various Business Units
- Cross train on other team members’ tasks for business continuity purposes
- Accurate and timely reporting is paramount for ensuring highest client service levels are maintained, any misleading information may expose to Reputational and Financial Risk to firm or client.
- Understand the complex and customize reporting needs which could be essential for internal or external assessment and broader distributions.
- Actively participate in initiatives, projects or process improvements as assigned.
- Develop new and modify existing Visual Basic code, using VBA with .NET extensions, Microsoft Access, Microsoft Excel, and SharePoint.
- Assist in testing of new systems/functions, propose enhancements and modifications.
- Drive efficiencies through the utilization of innovation and automation.
- Results-oriented; ability to successfully manage multiple tasks, take initiative to improve own/other performance, and ability to work during crisis situations.
- Ability to develop relationships with multiple stakeholders.
- Good analytical and problem-solving skills along with understands escalation management.
- Working knowledge of Microsoft products such as Outlook, Word, PowerPoint, Excel, Access, Visio etc.
- In-depth technical knowledge of Microsoft Access, Excel, Visual Basic will be preferred.
- Good knowledge of application development using SharePoint will be added advantage.
- Exposure of Self Service/Business intelligence tools will be an added advantage - like Altreyx, Tableau, Xceptor, RPA, MS Powe BI etc.
- Bachelor's Degree or equivalent experience (Required).
- Master’s degree or MBA (Preferable)
- CFA/FRM will be added advantage
- 0-2 years’ experience in the financial services industry
- Consistent and Strong performers
- Certification in tools like Alteryx, Xceptor and RPA will be useful in this role
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.
- 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
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