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!
This position is HYBRID – in the San Mateo or Rancho Cordova office 3 days per week. Hours are 8:30 AM – 5:00 PM PST
We are unable to offer visa sponsorship/transfer for this position.
What is the Global Investment Management Services (GIMS) Team responsible for?
FTT’s Global Investment Management Services (GIMS) team provides first-tier Charles River support to Investment Management, Trading, and Investment Compliance.
What are the ongoing responsibilities of a GIMS Business Analyst?
The GIMS Business Analyst provides a wide range of services and serves as a single point of contact in support of Investment Management groups, Trading Desks, Risk Management and Performance, and Global Investment Compliance.
- Acts as liaison and serves as a point of contact for Investment Management groups to ensure all trade transactions are entered and processed correctly and in a timely manner, ensuring that errors are properly communicated to the appropriate operational groups from the workflow monitor.
- Maintains an understanding of appropriate group workflows (Portfolio Management, Trading, Operations, Compliance) and ensures that changes are appropriately reflected in Charles River.
- Ensures Portfolio Managers, Traders, Fund Accounting and Operational personnel are informed of issues and impacts to workflow.
- Documents and maintains business workflows and processes. Analyzes workflow and proposes improvements in support of client requirements.
- Gathers and documents user requirements, prepares project charters and seeks project funding while managing projects to completion.
- Provides content management in Charles River from internal and external systems such as KLD, FactSet, Bloomberg, and Thomson Reuters.
- Researches, analyzes, and solves problems related to Charles River data and any data services or system setup and assesses the impact to other business groups.
- Tracks and identifies trends for review with operation groups to identify root cause, proposing resolutions, providing recommendations, and conducting system tests to validate the fixes prior to implementing changes.
- Maintains control procedures and performs data integrity audits as necessary to ensure the accuracy and integrity of data.
- Partners with technology groups to monitor, troubleshoot and resolve errors from any system interfaces to the investment management systems.
- Manages the development, testing, and implementation of modifications and enhancements to systems.
What ideal qualifications, skills and experience would help someone to be successful?
- Four-year college degree in business-related field or equivalent experience
- 2 - 3 yrs experience in Investment Management and Operations essential
- Previous investment operations experience with a strong understanding of workflow such as trade settlement, security maintenance, cash flow, cash forecast, etc. essential
- Basic experience with SQL relational databases and administration of systems; Charles River experience and knowledge highly preferred
- Solid understanding of financial markets, standard asset classes and various security types, including OTC Derivatives (equity, interest rates, and credit), Listed Derivatives, Commodities and FX
- Solid understand of the business analysis process for information technology projects
- Strong analytical skills with the ability to resolve simple and complex issues quickly and accurately
- Solid understanding of trading workflows: fixed income, equity, currency trading, fund of fund, and derivatives
- Experience with FactSet, Bloomberg, Thomson Reuters, and other data providers preferred
- Excellent communication skills, both written and verbal
- Strong attention to detail and accuracy
- Highly motivated and able to work independently
Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $85,000 and $100,000.
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Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
Hear more from our employees
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights Of Our Benefits Include
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Learning and Education Assistance Program (LEAP)
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center*
- Onsite cafeteria*
- Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment 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 or adjustment you are requesting, the job title, and the 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 accommodation requests will receive a response.
