Senior Business Analyst - GIMS

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 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 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 Senior Business Analyst – GIMS role for FTT – Global Invmt Mgmt Svcs group responsible for?

• The Senior Business Analyst (SBA) provides a wide range of services in support to Investment Management groups, Trading Desks, Risk Management and Performance and Investment Compliance. The SBA ensures the crucial trade and compliance data are available and accurate that is required to enter the order in the system and ship to trading. The SBA will log and resolve any data, functionality, and/or system issues reported, track issues for further trend analysis and identify root cause and provide proposed resolutions, provide recommendations. The SBA acts as liaison and serves as a point of contact with Investment Operations, Fund Accounting, Franklin Templeton Technologies, and other support groups to ensure all trade transactions are entered and processed timely and correctly.
• The SBA will also support the ETF Portfolio management teams by ensuring timely creation, delivery and loading of AP Order files, PLF and PCF files. In addition, the SBA analyzes and documents the existing business workflow, prepares future business workflow recommendation, prepares new system functionality including sourcing new data, engage technical resources to review the existing and new business workflow, conduct system testing to validate the new change will fix the issue and provide system sign-off for implementation in production. The SBA provides training to the business as needed.

What are the ongoing responsibilities of a Senior Business Analyst – GIMS?

Users and User Groups setup and maintenance:

• Coordinate with FTT for completion of new user setup for Charles River Oracle ID and OneTIS system ID.Coordinate with FTT completion of new user setup for Liberty application for ETF Portfolio Management teams.Create new Charles River user access including setup of system privileges, system views, and group access.
• Create and maintain Liberty user access including setup of system privileges.Provide new user training on Charles River and Liberty applications.Maintain Charles River user and group templates adding new user and group template.Setup and maintenance of the Charles River Manager Workbench Profile and Layout Design.
• Setup and maintenance of the Charles River Blotter and Layout Design.Setup new and maintenance existing Charles River stored queries.Setup and maintenance of Charles River user workflow monitor.Write new Charles River stored queries and workflow monitor.

Investment Management Support and Services:

• Answer incoming inquiries from Portfolio Managers, Traders, Investment Compliance, and Franklin Templeton Technologies.Ensure the timely load of AP Order file as well as the PLF and PCF creation in Liberty.Monitor timely and successful load of orders from Liberty to Charles River during order burst.
• Assist in the setting up, testing and validation of the indices required for the Strategic Beta ETFs.Ensure that errors are properly communicated to the appropriate operational groups from the workflow monitor. Track and identify trends for review with operation groups to identify root cause, propose resolution, provide recommendations, conduct system test to validate the fixes prior to implementing changes.
• Partner with technical groups to monitor, troubleshoot and resolve errors from any system interfaces to the investment management systems.Providing system training as required.

Data Analysis:

• Provide Content Management in Charles River and Liberty from Account Systems, OneTIS, MSCI, FactSet, RIMES, Bloomberg, and other as required.Research, analyze and solve problems related to Charles River and Liberty data and any data services or System setup and assess the impact to other business groups.
• Maintain control procedures and perform data integrity audits as necessary in order to ensure the accuracy and integrity of data.Track, identify trends, and engage the appropriate supports and vendors to resolve issues.Partner with operations groups, technologies, and vendors to research and resolve content discrepancies.

Workflow Analysis and Review:

• Keep a current understanding of the appropriate group workflows (PM, Trading, Operations, Compliance) and ensure that changes are appropriately reflected in Charles River.Keep a current understanding of the ETF workflow and interfacing between Liberty and Charles River.
• Document and maintain business workflows and processes (Ensure understand and upkeep system documentation.)Management the development, testing, and implementation of modification and enhancements to systems and ensure procedures are updated appropriately.
• Maintain investment professional contacts and ensure Portfolio Managers, Traders, Fund Accounting and Operational personnel are informed of issues and impact to their workflows. Gather and document user requirements, prepare project charter and seek project funding, manage project to completion following the project life cycle.

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

• 4-year College degree
• 5-7 years experience in Investment Management and Operations
• Solid understanding of financial markets, standard asset classes, and various security types
• Experience with relational databases and administration of system.
• Understanding of derivatives is a plus

Additional Desirable Qualifications:

• Charles River Experience a plus
• ETF Workflow Knowledge a plus
• FactSet, KLD
• Bloomberg, IDC, Thomson Reuters, and other data providers

Skills And Abilities:

• Ability to work in high pressure, fast pace, short notice, and adjust the priority of the assignments.
• Highly motivated, independent, and dedicated
• Strong attention to detail and accuracy
• Strong written and oral communication

Problem Solving And Decision Making:

• Strong analytical skills, ability to resolve simple and complex issues quickly and accurately.
• Ability to make judgment to implement the recommended solution with consideration of risk exposure and escalate to management.

Physical Requirements:

• Must be able to work at a computer for extended periods of time.

What makes Franklin Templeton Investments unique?

• 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 covers 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)
• Onsite fitness center, recreation center, and cafeteria
• Cricket grounds and gymnasium
• Library
• Health Center with doctor availability
• Tuition Assistance Program
• HDFC ATM on the campus