Analyst - Investment & Trade Operations
Posted 9 hours ago
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The Analyst will support derivative margining and collateral processes, ensuring margin requirements are calculated and met on time while optimizing collateral usage. The role involves monitoring derivative trade exposures, resolving margin and collateral inquiries with custodians and brokers, and collaborating with Front Office, Risk, Settlements, and Middle Office teams. You will also prepare performance metrics and reports, and drive workflow improvements and automation using tools like Excel, Power Query, Power Automate, Power BI, VBA, and SQL.
- Compensation
- Not specified
- City
- Not specified
- 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 Collateral team in Investment & Trade Client Services manages derivative margining and collateral processes that help reduce counterparty risk. The team works closely with Front Office, Risk, Settlements, and external partners to ensure accurate and timely operations. Joining this team provides exposure to global markets, hands‑on risk management, and opportunities to strengthen technical, analytical, and collaboration skills.
How You Will Add Value?
Core Responsibilities:
You will ensure margin requirements are calculated and met on time.
You will optimize collateral usage with Front and Middle Office teams.
You will monitor derivative trade exposures across multiple agreements.
You will resolve margin and collateral inquiries with custodians and brokers.
You will collaborate with Settlements, Pricing, Risk, and Middle Office teams.
You will prepare and maintain performance metrics and reports.
You will improve workflows to enhance efficiency and reduce risk.
What Will Help You Be Successful In This Role?
Experience, Education & Certifications:
Strong written and spoken English communication skills.
Knowledge of investment products and financial instruments.
Proficiency in Microsoft Excel.
Technical Skills:
Experience with automation tools such as Power Query and Power Automate.
Familiarity with Power BI, VBA, and SQL.
Soft Skills:
Strong analytical and problem‑solving skills.
High attention to detail and strong time‑management ability.
Clear communication and collaborative mindset.
Positive, proactive approach to work.
Work Shift Timings - 2:00 PM–11:00 PM / 3:30 PM–12:30 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.
