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 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 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 Specialist - Middle Office Client Services Group responsible for?

• The Middle Office Specialist within Middle Office Client Services Group will be responsible for performing multiple analytical, operational support & client service and support specific tasks. The position will involve project work and technical assistance for Core Operations 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 are the ongoing responsibilities of a MOCS Specialist?

Client Service Support:

• Act as point of contact to Front Office for all FTS related questions/issues

• Aid global FTS departments on portfolio transactions, valuations, and issues

• Act as point of contact for all Operational questions and issues impacting the Traders and Portfolio Managers

• Liaise with internal and external clients to resolve issues and discrepancies

• Identify issues and track through to resolution

• Provide system support to Front Office

Controls / Metrics:

• Compile & help present Broker metrics

• Compile Front Office statistics

• Track queries and issues for the Front Office

• Design more efficient methods of control

• Compile feedback from GTS to custodians

Process Improvement:

• Take an active part in the testing of new systems/functions

• Participate in the continuing development of the Middle Office Client Services operating model, and help validate proposed ideas/plans prior to implementation.

• Identify opportunities within FTS interactions to increase service offerings, improve efficiencies, evolve workflows, and minimize risks

Risk Management:

• Monitor daily failed and non-completed trades to ensure timely settlement.

• Monitor error trends with counterparties & custodians to ensure these are addressed

• Participate in the risk assessment process by documenting failed/inadequate processes lending to an incident or potential incident

On-Boarding:

• Assist with the on-boarding activities for locally managed accounts

• Assist with on boarding on new securities with Securities Maintenance Dept.

• Assist with on setting up new brokerage accounts.

• Support the conversion of any new clients or existing migrations and account level events

Market/Product Knowledge:

• Gain insight to market initiatives, trends and new products and take a proactive approach on the impacts to the organization

• Increase market knowledge by attending Network Management calls

Relationship Management:

• Maintain relationships with portfolio managers and traders and act as conduit for all their operational questions

• Attend Front Office service review meetings

• Ensure that regularly scheduled reports to clients are implemented and delivered.

• Maintain ongoing communication with broker

• Participate in broker review meetings

• Participate in broker performance scoring and reviews with appropriate internal team members and management

• Maintain ongoing communication with Custodian

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

• Post Graduate or Degree holder with minimum of 5 years’ experience in Global Trade Support /Customer fronting, preferably in Mutual Fund and/or with Investment banking related industry

• Good verbal and written communication skills

• Good customer service, accurate and logical problem-solving skills

• Good presentation skills and ability to interact with all levels of users and management

• Resilient; able to work under pressure and ability to track and deliver assignments on schedule

• Ability to work on multiple deadline orientated tasks in a high energy environment

• Good organizational and time management skills

• Self-motivated

• Market knowledge

• System knowledge (i.e. OMGEO products, MISYS, Charles River & Bloomberg)

• Product knowledge (Fixed Income, Equity, FX and Derivatives)

• Financial Services operational knowledge (Trade Settlements & Support, Corporate Actions, Pricing, Security Master, Proxy)

• Knowledge of business desktop applications (MS Office, Power BI & Alteryx)

• Research, problem solving and analytical skills, combined with good business judgment and possess the ability to follow set processes and procedures as part and parcel of daily work requirements

• Document and implement controls with current processes

• Good understanding of industry & financial markets and ability to make decisions based upon risk

• Exposure to international operations management and a high degree of cultural awareness is helpful

• Team player: able to work well with other team members and provide the necessary support when and as required

• Resilient; able to work under pressure and ability to track and deliver assignments on schedule

• Good Interpersonal skills; able to work with all levels of staff and Management (both internal & external customers)

Work Shift Timing - 6:30 PM - 3:30 AM IST

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need a workplace arrangement to search for, or apply for, one of our positions please send an email to accommodations@franklintempleton.com . In your email, please include the arrangement you are requesting and the job title and job number you are applying for. We will review the request and make a best effort to enact the arrangement. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.