Franklin Templeton
From Franklin Templeton's careers page
Status: listed on the employer's own careers page when we last checked (daily). Confirm on their site before applying.
Core Responsibilities: You will produce customised reports for institutional clients.
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward‑thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting‑edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.
The Institutional Client Reporting Europe, Middle East and Africa (EMEA) team delivers high-quality reporting for institutional clients across the region. Partnering with Client Services, Sales, Portfolio Management, Risk and Performance teams, the department ensures clients receive accurate, compliant and insightful reporting. As the final quality checkpoint before reports reach clients, the team plays a critical role in maintaining trust and service excellence. The team combines reporting expertise with automation and data innovation to improve efficiency and scalability. Team members work collaboratively, share knowledge and take ownership while building expertise in reporting, technology, automation and the investment management business.
How You Will Add Value?
You will produce customised reports for institutional clients.
You will deliver reporting within contractual deadlines.
You will analyse and validate complex datasets.
You will resolve reporting issues and stakeholder queries.
You will respond to urgent client requests.
You will adjust priorities to meet changing client needs.
You will maintain reporting controls and documentation.
You will work with SQL, Power BI and VBA tools.
You will improve and streamline manual reporting processes.
You will support testing, implementation and solution maintenance.
You will take ownership of assigned deliverables.
You will work independently with limited supervision.
You will collaborate with global teams to solve reporting challenges.
What Will Help You Be Successful in This Role?
Bachelor’s degree in a relevant discipline.
Experience in financial services or institutional reporting is beneficial.
Experience in automation, reporting, data analysis or process improvement is preferred.
Experience investigating complex data issues is advantageous.
Experience working in multicultural environments is preferred.
Strong technical capability and learning agility.
Advanced Microsoft Excel and PowerPoint skills.
Strong data analysis capabilities.
Knowledge of Structured Query Language (SQL).
Ability to automate and improve manual processes.
Experience with Power BI, Python, Alteryx or similar tools.
Interest in technology, automation and data solutions.
Strong analytical and problem-solving skills.
Excellent attention to detail and accuracy.
Ability to manage competing priorities.
Strong ownership and accountability.
Effective written and verbal communication skills.
Ability to adapt quickly to urgent requests.
Curiosity and commitment to continuous learning.
Work Shift Timings - 2:00 PM - 11:00 PM IST
At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.
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.
Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.
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