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 Business Intelligence Analyst – GPS Research & Analytics group responsible for?
Provides standard reports and ad hoc reporting for internal and external audiences. With guidance, identifies trends and prepares analytical summaries. Applies a basic understanding of the company’s business, products and customers. Assists in conducting research and analysis projects. Reports on fund performance and sales data (utilizing technology tools, such as Morningstar and Advantage Hypotheticals) to use in fund marketing materials or sales presentations.
What are the ongoing responsibilities of a Business Intelligence Analyst?
Reporting & Subject Matter Expertise (60%):
With guidance, prepares internal and external reports highlighting trends and opportunities for internal clients. Prepares standard reports for external client use.
Answers basic questions on assigned reports.
With guidance, prepares analytical summaries on generated reports.
Assists team members and clients in developing new reports
Performance & Investment Analysis (20%):
Industry, Competitive, and Product Research (10%):
Participates in analyzing performance and investments that are ultimately used for financial advisors
Interprets and prioritizes client requests. assists in the preparation of research and analysis on requested funds.
Develops an understanding of fund performance and benchmarks for retail and institutional funds (e.g., relative performance against
Peer group, investment platform review, statistical fund risk metrics, fund characteristics and attribution
Assists in the preparation of the initial response to requestor and communicates the requested research and analytics
Client Communication (5%):
Assists in conducting research for Franklin Templeton (FT) decision makers on retail and institutional products and markets globally.
Assists senior team members to report on global sales, assets, and market share data of FT and its competitors.
May assist in developing presentations for use by broker/dealer, client, and investor relations.
Conducts research projects for Global Product Strategy partners
What ideal qualifications, skills & experience would help someone to be Successful?
What makes Franklin Templeton Investments unique?
Should have 2 years related experience Bachelor's Degree or equivalent experience
Business Software - Microsoft Office
Investment Management Data Source – Lipper
Investment Management Data Source - Morningstar
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
- 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.