Senior Analyst - Middle Office Client Services

Franklin Templeton Investments (São Paulo SP, Brasil) Publicado 20 dias atrás

 

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 Middle Office Client Services group responsible for? 

The Middle Office Client Services team is responsible for supporting our Portfolio Managers and Trading Desks in all operational aspects relating to the products they manage and trades they execute.  This includes working with our Outsourced Administrators and Custodians teams, who are responsible for confirmation and settlement of trades, onboarding new products, registering of securities and managing the operational service relationships with our distributors and shareholders. 

What are the ongoing responsibilities of a Senior Middle Office Client Services Analyst? 

The Middle Office Senior Analyst within Global Trade Services will be responsible for performing multiple analytical, operational support and client service, and support-specific tasks. The position will involve project work and technical assistance for trade settlement teams, as well as a great deal of Front Office interaction to act as a conduit for all their operational questions. The role requires leadership skills, product knowledge, interpersonal skills and the ability to work well within a team environment. This role also requires strategic thinking and the ability to work issues through with Operations and/or Technology teams.

 

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

  • Undergraduate Degree holder with 2+ years of Global Trade support/customer facing experience, ideally in mutual fund and/or in investment banking-related industry   
  • Financial Services operational knowledge (Trade Settlements & Support, Corporate Actions, Pricing, Security Master, Proxy) plus product knowledge (Fixed Income, Equity, FX and Derivatives)
  • Knowledge of business desktop applications (Word, PowerPoint, Access, Excel) 
  • Team player; demonstrated ability to partner with other team members and provide the necessary support when and as required
  • Polished presentation skills and ability to interact with all levels of users and management
  • Fluent in Portuguese and English (both spoken and written)
  • Exposure to international operations management and am elevated degree of cultural awareness highly desirable

What makes Franklin Templeton unique?

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: 

  • Three weeks paid time off the first year  
  • Medical, dental and vision insurance  
  • 401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits 
  • Employee Stock Investment Program  
  • Tuition Assistance Program  
  • Purchase of company funds with no sales charge  
  • Onsite fitness center and recreation center*  
  • Onsite cafeteria*  

*Only applicable at certain locations  

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, “I AM Franklin Templeton”.

Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for 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. We invite you to visit us at http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.    

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 accommodations@FranklinTempleton.com. In your email, please include the accommodation you are requesting and the job title and 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 requests for accommodations will receive a response.

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Senior Analyst - Middle Office Client Services

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