Client Reporting Manager

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

What is the Client Reporting Manager responsible for?

Alcentra, recently acquired by Benefit Street Partners ("BSP"), is a wholly owned subsidiary of Franklin Resources, Inc. that, together with its various subsidiaries, operates as Franklin Templeton. The BSP/Alcentra combined organization is a leading credit-focused alternative asset management firm with approximately $77 billion in assets under management. Established in 2008, the BSP platform manages funds for institutions, high-net-worth and retail investors across various strategies including: private/opportunistic debt, liquid loans, high yield, special situations, long-short liquid credit and commercial real estate debt. Established in 2002, the Alcentra platform manages funds for institutions, high-net-worth and retail investors with a focus on the sub-investment grade debt capital markets in Europe and the U.S. Their objective is to deliver strong, risk-adjusted returns that are less correlated, through a complementary suite of traditional and alternative credit strategies. In pursuing this objective, their investment strategy and approach to credit selection are based on intensive fundamental research and credit analysis, combined with active portfolio management to minimize credit losses. 

The individual in this role will be responsible for Client Reporting, with an initial focus on the Alcentra Client Reports. The ideal candidate will have investment management client reporting experience, strong communication and problem-solving skills and experience of working with third party vendors. Ability to lead a team of Client Reporting IC’s and ability to manage the process independently / with minimal oversight, including escalations. This individual will partner closely with Portfolio Analytics, Technology, Investment Relations, and Business Development.

Helps to develop and execute strategic and operational plans for the department on the ground; Owns development and implementation of business solutions; and actualizes/drives change adoption and acceptance for area of accountability. Collaborates with cross-functional leaders to achieve objectives. Provides area-specific expertise.

What are the ongoing responsibilities of Client Reporting Manager?

Oversee end-to-end process: oversee the end-to-end production and distribution of standard client reports, covering the inputs required, production by the third party, fixing of issues, approval of final reports, and distribution via email or the client portal.

Manage new requests: manage new standard client report requests, compare to standard offering and facilitate the internal agreement on how best to service.

Manage template changes: manage any ad hoc changes to the standard templates, including the regular budget / capacity for these changes with the third party.

Quality control: conduct regular quality control reviews of standard client reports and manage any additional approvals when certain components change e.g. compliance approval for disclaimer changes.

Component and document management: manage the internal components (text, data) that go into client reports and the business logic to keep these updated and ensure the latest versions of reports are available to relevant stakeholders.

Vendor management: oversee the day-to-day relationship with the client reporting vendor, with the goal of optimizing vendor performance, maintaining a strong partnership and adherence to standards, and coordinating improvements.

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

Investment related – IMC/IOC or equivalent.

BA/BSc degree or equivalent

8+ years’ experience in the Investment management industry with 5+ years relevant experience

Experience in a combined client, operations and technology environment.

Experience of working with third party vendors and their integration with internal technology

Excellent communication, problem-solving and decision-making skills with the ability to effectively communicate with all levels in the organization.

Strong interpersonal and collaboration skills

Strong Vendor Management skills

Vision Fi knowledge desirable

Work Shift Timing - 2:00 PM - 11:00 PM 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.

 
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 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 . 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.