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Analyst - Institutional Client Reporting Job in Hyderabad at Franklin Templeton Investments

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Analyst - Institutional Client Reporting

Franklin Templeton Investments

  Full Time Job

  Not Disclosed

  0-2 years

  Posted  30+ days ago

Location
  • Hyderabad
Skills Required
  • Business Intelligence tools (SSIS)
  • Financial Services
  • Application Development
  • Product Operation
About this Job

Franklin Templeton Investments is hiring for the role of Analyst - Institutional Client Reporting!

Responsibilities of the Candidate:

  • Ensure timely and accurate completion of Client Reporting tasks.
  • Analyze and resolve report production issues. Escalate issues to the supervisor promptly
  • Maintain communication with report recipients on production issues and ongoing support/enhancement
  • Build and maintain professional working relationships with Regionals PA -CS/ICR production teams and business partners globally.
  • Produce materials leveraging the available reporting tools: Business Objects, GRIP, ACR, PPT, PDF, etc.
  • Scheduled & On-demand Client Reporting and Data Delivery queries as per requests from internal business partners and external client services teams.
  • Production and delivery of scheduled weekly, monthly, quarterly, semi-annual, and annual Client Reporting
  • Production of quarterly real estate reports
  • Delivery of regulatory reporting e.g., EMIR, MIFID II, Italian accounts, etc.
  • Production of On-Demand Client Meeting Books for Institutional separate accounts and fund clients
  • Critically analyze data pieces received from providers/reporting tools and investigate any potential errors that might impact client reporting
  • Responding to audit requests as directed by senior team members
  • Apply a consistent, repeatable, and scalable process
  • Maintain excellent business knowledge and be mindful of customer needs, as well as systems capabilities and constraints
  • Keep up-to-date internal policies & procedures
  • Keep up to date with all logs and metrics
  • Keep the SharePoint task list in sync with GRIP entries and periodic requests received from various Business Units
  • Cross-train on other team members’ tasks for business continuity purposes

Requirements:

  • Working knowledge of Microsoft products such as Outlook, Word, PowerPoint, Excel, Access, Visio, etc.
  • In-depth technical knowledge of Microsoft Access, Excel, and Visual Basic will be preferred.
  • Good knowledge of application development using SharePoint will be an added advantage.
  • Exposure to self-service/Business intelligence tools will be an added advantage - like Altreyx, Tableau, Xceptor, RPA, MS Powe BI, etc.
  • Bachelor's Degree or equivalent experience (Required).
  • Working experience on Vermilion Reporting System (Required )
  • Master’s degree or MBA (Preferable)
  • CFA/FRM will be an added advantage
  • 0-2 years experience in the financial services industry
  • Consistent and Strong performers
Eligible Degrees
MBA / All Courses
Bachelor of Technology/Engineering / All Courses
Master of Technology / All Courses
Bachelor of Arts / All Courses
Bachelor of Science / All Courses

+92 More

Who can apply
Work Experience: 0-2 years
Eligible Graduation Years: 2024, 2023, 2022, 2021
Documents Required

1. Resume

2. ID Proof (e.g. Aadhar Card, PAN Card, etc.)

About Franklin Templeton Investments
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