Analyst - Institutional Client Reporting
Posted 14 days ago
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The Analyst will produce and deliver scheduled institutional client reports with accuracy and timeliness, using automated reporting platforms and preparing manual reports in Excel and PowerPoint. The role involves validating data, resolving discrepancies, supporting regulatory reporting, and preparing client meeting materials while maintaining strong communication with business partners. You will also support process-improvement initiatives, assist in testing new tools, update policies and procedures, and maintain reporting metrics and SharePoint workflows. The position requires a Bachelor's degree, 0–2 years in financial services, strong analytical skills, and advanced Microsoft Office abilities; shift timings are 2:00 PM - 11:00 PM IST.
- Compensation
- Not specified
- City
- Hyderabad
- Country
- India
Currency: Not specified
Full Job Description
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 Institutional Client Reporting (ICR) team within Marketing Operations delivers high‑quality reporting for institutional clients across separate accounts and funds. The team partners closely with Performance & Attribution, Portfolio Accounting, Investment teams, Sales, and other groups to ensure accurate, timely client reporting. Team members work collaboratively, apply strong analytical skills, and gain exposure to multiple investment functions while contributing directly to client service excellence.
How will you add value?
Core Responsibilities:
You will deliver scheduled client reports on time and with accuracy.
You will use reporting platforms to produce automated client reports.
You will prepare manual reports using PowerPoint and Excel.
You will follow procedures and escalate issues when required.
You will maintain strong communication with business partners.
You will respond promptly to internal queries.
You will support regulatory reporting requirements.
You will prepare client meeting materials.
You will review and validate data to resolve discrepancies.
Strategic Responsibilities:
You will maintain knowledge of client needs and reporting systems.
You will support process‑improvement initiatives.
You will assist in testing new tools and recommending enhancements.
You will update policies and procedures.
You will maintain logs and reporting metrics.
You will align SharePoint tasks with reporting workflows.
You will participate in cross‑training to support continuity.
What will help you be successful in this role?
Experience, Education & Certifications:
Bachelor’s degree required; Master’s preferred.
0–2 years in financial services.
Strong English communication skills.
Ability to manage tight deadlines with accuracy.
Understanding of data confidentiality.
Strong analytical and problem‑solving ability.
Ability to collaborate with multiple stakeholders.
Technical Skills:
Proficiency in Microsoft Office tools.
Advanced Excel and PowerPoint skills preferred.
Knowledge of SharePoint development is a plus.
Familiarity with tools such as Alteryx, Tableau, Xceptor, RPA, or Power BI is an advantage.
Soft Skills:
Attention to detail.
Results‑focused mindset.
Clear and proactive communication.
Ability to manage multiple tasks.
Work Shift Timings - 2:00 PM - 11:00 PM IST
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.
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 them covered.
Highlights of our benefits include:
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)
12 weeks Paternity leave
Onsite fitness center, recreation center, and cafeteria
Transport facility
Child day care facility for women employees
Cricket grounds and gymnasium
Library
Health Center with doctor availability
HDFC ATM on the campus
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.
