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At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 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 are the ongoing responsibilities of Private Fund Investor Relations Analyst?
The Private Fund Investor Relations Analyst is focused on providing support for global distribution teams to onboard and service the needs of Institutional and Private Wealth investors in, Private Equity, Hedge, Collective Investment Trusts, and Mutual Funds. The role entails tracking/delivering fund compliant documents, onboarding new accounts, client reporting (custom and automated), account maintenance, CRM system updates, and processing transactions. It requires to serve as the point of contact for Sales, Client Services, clients, consultants, internal teams, and external service providers.
Subject matter expert knowledge and complex problem resolution support for investors, sales, client services, internal/external contacts;
Maintenance of client information and coordinate with internal/external business partners to update records;
Update account information across systems.
Gather report requirements to coordinate/create and distribute custom and automated reports;
Coordinate information from various sources to complete investor reporting;
Respond to audits, due diligence questions, compliance certifications, and various ad-hoc requests from clients, internal and external contacts.
Account Onboarding and Product Launch:
Support new accounts onboarding, additional subscriptions and redemptions;
Support product launch, changes and closures.
Qualifications What ideal qualifications, skills & experience would help someone to be successful?
Relevant experience of working in a global business environment with diverse cultures and time zones;
Ability to communicate effectively both orally and in writing (in English);
Computer literate (working knowledge in all Microsoft applications with strong proficiency in Excel and PowerPoint).
Working hours: semi-flexible working hours: 9:00/11:00 - 17:30/19:30 Contract type: 12-month contract
What makes Franklin Templeton Investments unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards -the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include :
Possibility to develop your career in a Global environment
Benefit package: medical insurance, Life Insurance, Assistance Package, Employee Assistant Program, Multisport Card, Staff investment program
Stable employment conditions
Free gym in your office
Friendly and supportive working environment
Participation in international projects
Possibility to lead or support Charity Events
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities . An emphasis on corporate citizenship is embedded in our culture and values , and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people , and see what it means to say, "I AM Franklin Templeton."
Franklin Templeton Investments values diversity in its workforce and welcomes employees from different backgrounds, generations, capabilities, cultural identification, sexual orientations, and gender expression, in addition to other attributes that contribute to a truly diverse and inclusive community.
Internal Number: 6282559
About Franklin Templeton Investments
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