16 Aug
|
Franklin Templeton
|
Hyderabad
16 Aug
Franklin Templeton
Hyderabad
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
About the Department:
The FTS New Business Services team supports account onboarding, governance, and lifecycle events for institutional and separately managed accounts. The team partners closely with sales, portfolio management, trading, performance, client services, and global operations to ensure accurate account setup, strong controls, and consistent client service. This is a process-driven,
cooperative environment offering exposure to global investment operations and institutional clients.
How Will You Add Value?
Core Responsibilities:
- You will support account openings, closings, mergers, and custodian conversions.
- You will process in‑kind transfers and account lifecycle events.
- You will review Investment Management Agreements and Service Level Agreements.
- You will prepare and validate internal account setup documentation.
- You will coordinate asset funding, withdrawals, and reconciliations.
- You will hand off accounts to operations and investment accounting teams.
- You will maintain account data, workflows, and department databases.
Projects & Continuous Improvement:
- You will participate in global initiatives and system testing.
- You will support onboarding and client or custodian meetings.
- You will contribute to cross-training and procedure documentation.
What Will He
📌 FTS PANBS Specialist (Hyderabad)
🏢 Franklin Templeton
📍 Hyderabad