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FTS PANBS Specialist

Franklin Templeton Investments -
Hyderabad, Telangana

Apply Now

Job details

Full-time
13 days ago

Benefits

Health insurance

Qualifications

Investment management
Microsoft Excel
Microsoft Office
Finance
Bachelor's degree
Accounting
Communication skills

Full job description

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!

About the Department:

The FTS New Business Services team supports account onboarding, governance, and lifecycle events for institutional and separately managed accounts. The team partners closely with sales, portfolio management, trading, performance, client services, and global operations to ensure accurate account setup, strong controls, and consistent client service. This is a process-driven, collaborative environment offering exposure to global investment operations and institutional clients.

How Will You Add Value?

Core Responsibilities:

You will support account openings, closings, mergers, and custodian conversions.
You will process in‑kind transfers and account lifecycle events.
You will review Investment Management Agreements and Service Level Agreements.
You will prepare and validate internal account setup documentation.
You will coordinate asset funding, withdrawals, and reconciliations.
You will hand off accounts to operations and investment accounting teams.
You will maintain account data, workflows, and department databases.

Projects & Continuous Improvement:

You will participate in global initiatives and system testing.
You will support onboarding and client or custodian meetings.
You will contribute to cross-training and procedure documentation.

What Will Help You Be Successful In This Role?

Experience, Education & Certification:

Bachelor’s degree or equivalent experience in business, finance, or accounting.
Five to eight years of investment management or institutional experience.

Technical Skills:

Advanced Microsoft Excel and Microsoft Office proficiency.
Experience with GMAX, Onetis, SCD, and Gplus systems.

Soft Skills:

Strong client service, communication, and problem-solving skills.
Ability to manage multiple priorities and deadlines.
Comfort working with global teams and stakeholders.
Flexibility for work shifts required.

Work Shift Timings - 4:30 PM – 1:30 AM 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.

Hear more from our employees

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.

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

Learn more about the wide range of benefits we offer at Franklin Templeton

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 [email protected]. 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.

Apply Now

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