Client Relations Analyst

Core Responsibilities:

You will produce accurate institutional client reports.

You will manage recurring and ad hoc reporting requests.

You will investigate and resolve client reporting issues.

You will monitor account setup, changes, transfers, and closures.

You will maintain reporting quality and service standards.

Strategic Responsibilities:

You will support reporting migration and transition activities.

You will identify automation and process improvement opportunities.

You will contribute to projects assigned by leadership.

Team & Collaboration:

You will partner with investment, risk, legal, and operations teams.

You will coordinate reporting deliveries across business functions.

You will build strong relationships with internal stakeholders.

You will communicate issues and escalate risks when required.

You will collaborate with global support teams.

Experience, Education & Certifications:

Bachelor’s degree required.

CFA Institute Investment Foundations certification or equivalent preferred.

2–4 years of asset management or financial services experience.

Experience supporting institutional clients.

Experience working in global environments.

Technical Skills:

Strong data analysis and reporting capabilities.

Understanding of investment risk, performance, and attribution.

Knowledge of data confidentiality requirements.

Experience with quality control and reconciliation processes.

Familiarity with SimCorp Coric, Clearwater, or Business Objects.

Advanced proficiency in Excel, PowerPoint, and Adobe Acrobat.

Soft Skills:

Strong attention to detail and accuracy.

Excellent documentation and process management skills.

Effective communication and stakeholder management.

Strong organizational and multitasking abilities.

Adaptability and problem-solving skills.

At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

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

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.