Senior Financial Analyst – HNI

  • Competitive
  • Hyderabad, Andhra Pradesh, India
  • Permanent, Full time
  • Franklin Templeton Investments
  • 03 Oct 17 2017-10-03

Franklin Templeton International Services India Pvt. Ltd (FTISPL) is the Indian Services wing of Franklin Templeton, one of the Top Global Investment Management Company committed to offering High Quality Products and providing outstanding services to our customers who are individuals, institutions, pensioners, trusts, partnership firms and other clients. FTISPL at Hyderabad offers various IT /Business related service and support. It stands as a key business enabler of world-wide operations for Franklin Templeton Investment. Our vision is to be a premier global investment management organization by offering high quality investment solutions, providing outstanding service and attracting, motivating and retaining talented individuals.


The role is a Unique Asset Group Function whose responsibility is to support the various client facing groups of Fiduciary Trust Company International (“The Firm”). The Firm is a 100% owned subsidiary of Franklin Resources Inc. It provides Wealth Management, Custody and Trust services to High Net worth Clients. The job involves supporting the various Client facing functions of Fiduciary i.e. Investment Management, Wealth Advisory, Strategic Advisory Group, Relationship Management Group, Business Development, Custody, Taxation and Trust Group. Job would require an analytical mind, eye for details and solutions mindset.  Actively participate in and lead efforts to expand or strengthen the department’s capabilities and strictly adhere to the policies and procedures implemented for administering Unique Assets in an effort to mitigate risk for clients and The Firm. Ensure timely and accurate output and ongoing accounts compliance with respective investment guidelines, regulatory guidelines and Fiduciary’s internal controls. He/She will be responsible for compliance to the unique asset policies and procedures. Suggest process improvements and participate in their implementation. Additionally, the position will involve oversight of unique asset administration, the various forms of data maintenance specific to unique asset status tracking, correspondence, valuations, pricing, data repositories and other detailed analysis. As needs dictate, may be required to work long hours on special projects and assignments. He/She should be prepared to work night shifts.

  • Reporting, data maintenance and Subject Matter Expertise
  • Prepare Unique Asset reports for the different Client facing groups of Fiduciary
  • Develop and produce routine and non-routine reports of complex scope
  • Interpret reports, providing analytical commentary and recommendations for change
  • Act as business unit liaison with other business units
  • Administration of the department’s virtual communication and information repository
  • Track, establish ticklers, and send notifications to the Front Office regarding activities required for the accurate administration of Unique Assets, including but not limited to promissory notes, rental properties, closely held businesses, life insurance policies, tangible personal property, real estate holdings, etc.
  • Validate promissory note interest calculations
  • Validate the distribution and receipt of various Unique Asset payments
  • Create transactions to be routed to the Front Office for approval
  • Oversee and coordinate activities of the various Unique Asset Vendors
  • Create and send the annual Unique Asset valuation letters to Investment Advisers for Directed Trust Accounts
  • Prepare and maintain accurate Unique Asset Checklists
  • Preparation of reporting to Management and various committees

Research, recommend and implement workflow efficiencies:

  • Research and document complex business issues involving workflow procedures and processes as they relate to the many types of unique assets administered by Fiduciary
  • Gather comprehensive information to be used in problem identification and resolution
  • Analyze data and provide meaningful unique asset reports to internal stakeholders
  • Develop user test plans and testing to validate process enhancements and other business requirement documents and specifications
  • Develop new procedure documentation in support of new process, products or system enhancements
  • Coordinate recommended process changes and enhancements including test plans to ensure successful implementation
  • Discuss proposed system enhancements and modifications with information technology staff
  • Provide post-implementation support for all approved deliverable


  • A college diploma or equivalent experience is required for this position
  • Financial Services experience preferred especially in Wealth Management, broking or Mutual Fund industry
  • 5-6 years of related experience


  • Previous experience in operations and MIS in a Wealth Management Firm would be an added advantage
  • 5-6 years of related experience


  • Good knowledge of business desktop applications (i.e.: Microsoft Word, Excel, PowerPoint, Access & Project, Windows, Visio, etc.) required
  • Word: Mail Merge, Index and Tables
  • Excel: Formulas, Functions, Pivot Tables, Macros & Graphs
  • Ability to communicate effectively both orally and in writing and to establish and maintain cooperative working relationships with persons contacted in the course of performing assigned duties
  • Excellent verbal and written communication skills
  • Strong attention to details
  • Look to providing solutions
  • Ability to adhere/respond to established time frames and schedules
  • Ability to perform multiple tasks in a fast-paced, team environment
  • Ability to work under pressure
  • Ability to maintain updated knowledge of procedures, products and activities of assigned area
  • Ability to work independently
  • Ability to exercise independent judgment consistent with department guidelines


  • Work is performed under very general direction; participates in determining objectives of assignment; work is reviewed for adequacy in meeting objectives
  • Develops solutions to a variety of complex problems; ensures solutions are consistent with organization objectives


  • Ability to interact and maintain good relationship with various internal stakeholders     
  • Problem solving attitude and ability to look at the larger picture


  • Ability to hear and speak to employees and customers on the phone and in person
  • Ability to sit for long hours at a time
  • Ability to see the letters and numbers on a personal computer screen and on memos, reports and other documents (near vision)
  • Requires moderate right and left hand coordination for the use of a personal computer


NOTE: The above statements are intended to describe the general nature and level of work being performed by incumbents. They are not intended to be an exhaustive list of all responsibilities, duties and skills required by all incumbents. Incumbents may perform other duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management retains the right to add to or change the duties of the position at any time.


  • Work Timings: 4:30PM to 1:30AM


  •  We rely on attracting and retaining employees of exceptional quality. In addition, we work to instill a performance driven culture that reinforces accountability, innovation, and professional development. To reach these goals, Franklin Templeton Investments provides a comprehensive employment program that comprises a balanced work/life philosophy, competitive salaries and substantial employee benefits and services, including:
  • 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 cover 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)