Senior Analyst - TACC Oversight

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!

Who are TACC Oversight?

The TACC Oversight team provide back-office support and oversight for the Irish, UK and Luxembourg UK fund ranges. In line with the Franklin Templeton Code of Conduct, ensuring the highest standards of honest conduct and business ethics in all aspects of business activities, the team support the organization in the following ways :

Oversight is conducted via a monitoring framework using risk and control assessments to identify the annual plan. Oversight of TACC service providers in Asia / EMEA includes owning all events identified as being monitoring activities. This will include virtual meetings, as well as weekly and monthly service reviews.

Provide technical advice, business impact assessment and project management services in respect of regulatory change, product change and operational / strategic change. TACC oversight help ensure change management at Transfer Agent partners is carried out in accordance with their change program and delivers in a manner that ensures our funds remain compliant with all regulatory obligations and with adequate risk mitigation.

What will this role entail?

The TACC Senior Analyst will support the oversight and monitoring of Transfer Agency ( ˜TA ™) services for Asia / EMEA and cross border UCITS and non-UCITS fund ranges, including managing and maintaining the relationships with key fund administration service providers. You will be monitoring and reviewing TACC service levels and KPI's using monthly operational meetings, and daily escalations. You will support the periodic reviews (including due diligence) of onshore and cross-border Transfer Agents to ensure compliance with internal procedures and guidelines as well as industry standards. In this role you will continually seek to improve internal procedures and processes and implement changes through to resolution.

What are ongoing responsibilities of the TACC Senior Analyst?

Participate in the management of the relationship with the Transfer Agents to include meetings, conference calls and due diligence visits

Oversee Transfer Agency changes to procedures or service level agreements

Monitor service providers for any breach and errors, subsequent liaison with compliance department

Support all project management services in respect of regulatory change, product change and operational / strategic change

Support oversight function in risk and control self-assessment documentation, maintenance of departmental procedures and policies

Share ownership of meetings with all key service providers, ensuring accurate tracking of open issues and change items

Act as key point of contact for all stakeholders in support of client service matters.

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

Prior experience of working in or with Treasury or Transfer Agency roles

Good knowledge of the Asia / EMEA regulatory regime for funds including the specific expectation of best practice in outsourced fund administration oversight

Strong team player who works effectively in an open, non-hierarchical environment with a willingness to learn and embrace change

Self-starter displaying professionalism, energy and the ability to prioritize time, work under pressure and meet tight deadlines with good attention to detail

Must be able to work in a small team, at times under pressure

Must be able to react and resolve operational issues in a short time frame

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.

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.

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 . 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.