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!

This position is HYBRID – in the San Mateo or Rancho Cordova office 3 days per week. Hours are 8:30 AM – 5:00 PM PST

We are unable to offer visa sponsorship/transfer for this position.

What is the Global Investment Management Services (GIMS) Team responsible for?

FTT’s Global Investment Management Services (GIMS) team provides first-tier Charles River support to Investment Management, Trading, and Investment Compliance. 

What are the ongoing responsibilities of a GIMS Business Analyst?

The GIMS Business Analyst provides a wide range of services and serves as a single point of contact in support of Investment Management groups, Trading Desks, Risk Management and Performance, and Global Investment Compliance. 

• Acts as liaison and serves as a point of contact for Investment Management groups to ensure all trade transactions are entered and processed correctly and in a timely manner, ensuring that errors are properly communicated to the appropriate operational groups from the workflow monitor.

• Maintains an understanding of appropriate group workflows (Portfolio Management, Trading, Operations, Compliance) and ensures that changes are appropriately reflected in Charles River. 

• Ensures Portfolio Managers, Traders, Fund Accounting and Operational personnel are informed of issues and impacts to workflow.

• Documents and maintains business workflows and processes.  Analyzes workflow and proposes improvements in support of client requirements.

• Gathers and documents user requirements, prepares project charters and seeks project funding while managing projects to completion.

• Provides content management in Charles River from internal and external systems such as KLD, FactSet, Bloomberg, and Thomson Reuters. 

• Researches, analyzes, and solves problems related to Charles River data and any data services or system setup and assesses the impact to other business groups.

• Tracks and identifies trends for review with operation groups to identify root cause, proposing resolutions, providing recommendations, and conducting system tests to validate the fixes prior to implementing changes.

• Maintains control procedures and performs data integrity audits as necessary to ensure the accuracy and integrity of data.

• Partners with technology groups to monitor, troubleshoot and resolve errors from any system interfaces to the investment management systems.

• Manages the development, testing, and implementation of modifications and enhancements to systems.

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

• Four-year college degree in business-related field or equivalent experience

• 2 - 3 yrs experience in Investment Management and Operations essential

• Previous investment operations experience with a strong understanding of workflow such as trade settlement, security maintenance, cash flow, cash forecast, etc. essential

• Basic experience with SQL relational databases and administration of systems; Charles River experience and knowledge highly preferred

• Solid understanding of financial markets, standard asset classes and various security types, including OTC Derivatives (equity, interest rates, and credit), Listed Derivatives, Commodities and FX

• Solid understand of the business analysis process for information technology projects

• Strong analytical skills with the ability to resolve simple and complex issues quickly and accurately 

• Solid understanding of trading workflows: fixed income, equity, currency trading, fund of fund, and derivatives 

• Experience with FactSet, Bloomberg, Thomson Reuters, and other data providers preferred

• Excellent communication skills, both written and verbal

• Strong attention to detail and accuracy