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Supervisor - Institutional Client Reporting
2 months ago
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
Client Reporting team within FTS Institutional Service group is responsible for providing periodic reporting's to Internal and External clients viz. Institutional, High Net Worth and all other separate accounts managed by Franklin Templeton Investments.
Being one of the critical elements of Client Facing reporting, team is highly responsible for ensuring accurate and timely production of client service reporting and a wide range of other front office support functions such as new account Client onboarding and Institutional Client Servicing including Scheduled & On-demand (Ad hoc) Client Reporting and Scheduled Batch Reporting. Fail to perform accurate and timely reporting may lead to adversely impact FT’s reputation with Investors (Clients), Custodian and Fund Administrators etc.
To cater Global client’s servicing needs, teams produces highly sensitive and time-based reports which includes Historical performance, Attribution reporting that includes distribution of Month-End Performance, Extreme Statement (includes Transactions and Holdings Details of Previous Month), Turnover Reports, Customized Reconciliation Statement (Franklin Vs. Client Data / Franklin Vs. Fund Admin / Franklin Vs. Custodian), Broker Statements to Clients, Cash Sweep Reports / Cash Balances, Customized Transactions and Holdings Report, AUM Data Reporting, MIFID II Reporting to Client, Advisory Board Reporting’s, Client meeting books.
Furthermore, Internal reporting includes periodic client specific reporting to various functions viz. Global Billing team, Investment compliance, GTS, GFAR, Portfolio Managers, Portfolio Administrators, Sales teams, and Regional Client services teams etc.
What is the Supervisor – Institutional Client Reporting – FTS Institutional services group responsible for?
Supervisor has the overall responsibility of ensuring compliance with department policies and procedures and internal control requirements. Individual oversees the daily, monthly, and periodic work completed by team ensuring that deadlines are met with highest quality standards and during busy cycle should be also to take up the due reporting deliverables as required. In addition to providing overall guidance to the team members when needed, also will drive efficiencies through innovation and automation
This role is the operational first line of defense for BAU Operations. Individual would address queries, provide Training/Cross Trainings, performing regular Internal Checks, Data Collation for External/Internal audit samples and assist in maintaining the Business Governance Model. The individual would also work with Manager/Director in ensuring appropriate workflow planning is completed for the team.
Client Exposure: Significant exposure to wider FTS departments, Regional Client Services team, New Business onboarding team and regular exposure to internal FTI clients on tactical matters and limited exposure to external FTI parties/vendors.
Training/Cross Training new/existing team individuals
Client reporting requisite as per New Business Onboarding
Quality checks/assurance are taken care across team deliverables.
Process Governance & Audit assistance
Addressing daily operational Queries to achieve BAU
Requires in-depth conceptual and practical knowledge in own discipline and basic knowledge of related disciplines.
Able to address client queries independently and solves a wide range of complex reporting challenges.
Oversee staff to ensure the timely and accuracy of client reporting.
Lead training of staff on Client Reporting policies and processes
Motivate and challenge staff to higher levels of performance
Ensure staff performance issues are resolved and appropriate career feedback is provided
Conduct periodic performance reviews and identify development paths.
Conduct annual performance evaluations.
Individual will be responsible to perform trend analysis and put additional control checks for sensitive/key client for highest standard of client experience
Ensures the adherence to established operational control processes of the operating group in accordance with the highest standards and best practices.
Provides guidance to the group fostering an environment that encourages participation, teamwork, and communications.
Develops controls and measures to identify operational risk and/or control problems at an early stage and ensures that immediate measures are taken to maintain quality and efficiency standards.
Works across regional Supervisor/Managers to create highly efficient operational processes that avoid control and quality deficiencies and reputational losses.
Support Manager/Sr Mgmt and key point of contact for all Internal Audit and Regulatory reviews for the operating business.
Works with various FTS Business Unit and QARC to ensure that review findings are effectively resolved. Participates with the operating group in selected scenario analysis for Operational Risk Management.
Develops, analyzes, and reports on metric processes/systems consistent with the management.
Responsible for providing training and development and input for less experience staff and corrective actions.
Carries out complex initiatives/projects and/or ambiguous issues
Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness, and productivity
Participates in developing division strategic plan and sets goals and priorities based on the direction set for the unit; follows through to ensure that objectives are met.
Production of On-Demand Client Meeting Books for separate account and Fund clients
Production of sample books for RFP purposes
Critically analyze data pieces received from providers and investigate any potential errors that might impact client reporting
Plan and execute staffing strategies
Plan and execute BCP and DR strategies
What ideal qualifications, skills & experience would help someone to be successful?
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 maintain updated knowledge of procedures, products, and activities of FT Institutional.
Ability to develop relationships with multiple stakeholders
Good communication, influencing/negotiation skills, and comfortable working in a global team.
Should be able to lead/participate department level projects and provide regular updates along with follow ups on open items.
Should possess good analytical and problem-solving skills along with understands escalation management.
Should challenge the status quo and provide innovate ideas.
Ability to operate/manage in a Matrix organization.
Self-motivated, and enthusiastic approach towards work.
Excellent verbal and written communication skills.
Very good interpersonal and people-management skills.
Effective leadership skills
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
Incorrect reporting leads to redemption of client and may adversely impact to potential inflows due to below level quality reporting.
Perform consolidation of multiple data reports from various business unit and produce wholistic reporting for sales pitch and client board meetings.
1. CORE - Achieve Quality Results - Level 4
2. CORE - Apply Business Context - Level 4
3. CORE - Build Relationships - Level 4
4. CORE - Put Clients First - Level 4
5. CORE - Work with Integrity - Level 4
Accuracy and Attention to Detail - Level 3
Interactive Communication - Level 3
Judgement and Decision Making - Level 3
Crisis Management - Level 3Core Application Systems - Level 3
Business Acumen - Level 3
Internal Controls - - Level 3
Strong Knowledge of Microsoft products such as Outlook, Word, PowerPoint, Excel, Access, and MS Project
Exposure of Self Service/Business intelligence tools will be an added advantage - like Alteryx, 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.
Greater than 8+ years of related experience
3 years as Lead/Specialist or
Two years of supervisory and/or leadership experience required.
Consistent and Strong performer.
Demonstrated ability to work well under pressure.
Demonstrated ability to interact effectively with co-worker.
Certification in tools like Alteryx, Xceptor and RPA will be useful in this role.
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.
