Global Consultant Services and Reporting in Investment Solutions - Global RFP
Mgmt group responsible for?
- The Consultant Services Specialist is a highly interactive role with responsibility for completing
quantitative due diligence questionnaires (also referred as Data Templates) and maintaining
third-party and consultant on-line databases with inputs which accurately and favorably
represent the organization and its investment products and services, to clients and their
advisers. This role is instrumental in retaining and enhancing existing client and consultant
relationships by regularly meeting critical timelines and providing accurate and timely
information about products to internal and external clients. The Specialist
will interact with external clients via online database systems, and also be required to
communicate via email.
What are the ongoing responsibilities of a Specialist - Global Consultant Services and Reporting?
Support Client Retention by Completing Data Templates (also known as Due Diligence questionnaire):
- Complete monthly, quarterly or annual client retention requests, primarily quantitative in
nature (i.e. data templates) for all channels, globally.
- The Specialist will have to review, analyze and update each of the existing data template request
using the sources and defined approach followed previously. Each data template will be
reviewed by a more senior team member before it is distributed externally. The expectation is
that over time, with guidance from a senior team member, the Consultant Service Specialist will
learn to interpret the questions that are asked, learn the sources of information, and be able to
apply these learnings to other similar types of requests. The Specialist sources the information
from several internal sources like the RFP Knowledgebase, PARR - Risk Team, PIE - Product Data
Services, Product Management, Fund Accounting, Legal and Compliance, Prospectus, Annual
Reports, etc.
- For new data templates, specialist is required to review and analyze the client requirement, set
up meeting with Sr Specialist/Supervisor to clarify any question or
- approach, plan to source the data from approved sources, set timeline for completion of the
template.
- Takes end to end accountability of the data template, including meeting tight deadlines and
delivering accurate information to internal and external clients, with oversight from leadership.
- Ensures Professional and effective interaction and communication with internal and external
business partners.
- Must follow core values, as the Specialist will interact with various teams
throughout the organization (i.e., sales, client services, consultant relations, product
management, legal/compliance, PARR - Risk team, etc.) and will also have exposure to external
clients via email.
- Ensure that all internal processes (i.e., tracking files, SharePoint maintenance etc.) are observed.
- Be proactive in escalating issues to the Manager.
Update and maintain key content in third-party consultant databases:
- Maintain Franklin Templeton's product line-up on third-party or consultant databases. This
includes quantitative updates supported via eVestments OMNI application and manual updates
of products that are not supported via Omni. Data requested here includes Performance,
Characteristics, Allocation, Investment Professional Count, Holdings, Fees, Assets, etc.
- Participate in projects intended to maintain qualitative components of each database, like
narratives, key personnel changes, fund updates, ESG, Diversity and Inclusion etc.
- The Specialist will be trained on how to access and navigate through the database and what's
required to be updated. However, based on general training provided, the expectation is that
over time, with guidance from a senior team member, the Consultant Service Specialist will
learn to interpret the questions that are asked, learn the sources of information, and be able to
apply these learnings to other similar types of requests.
- Complete opportunities for new business via third party or consultant databases with support
from a senior team member. This includes reviewing client email and working with relationship
manager to propose the appropriate product, building and meeting project timelines, ensuring
the proposed product profiles are current and reflect , that
profiles have been reviewed by the subject matter expert and then shared with sales or
consultant relations. Database profile updates leverage several internal sources like the RFP
Knowledgebase, PARR - Risk Team, PIE, Prospectus, Annual Reports etc.
- Complete initial set-up for all new product addition requests with support from a senior team
member. This includes building and meeting project timelines, ensuring the profiles are current
and refle messaging, that profiles have been reviewed by the subject
matter expert and then shared with sales or consultant relations. Database profile updates
leverage several internal sources like the RFP Knowledgebase, PARR, PIE, etc. Once the profile is
complete, it is expected that the Specialist would share learnings with the team that could be
applied to future product additions.
- The specialist has end to end accountability over their own database, including meeting tight
deadlines and delivering accurate information to internal and external clients.
- Must follow core values, as the Specialist will interact with various teams
throughout the organization (i.e. sales, client services, consultant relations, product
management, legal/compliance, PARR - Risk Team, etc.) and will also have exposure to external
clients via email.
- Ensure that all internal processes (i.e. tracking files, SharePoint maintenance etc.) are observed.
- Be proactive in escalating issues to the Manager with regard to the database."
What ideal qualifications, skills & experience would help someone to be Successful?
- Bachelor’s degree in commerce/Business Administration or related field
- 1-3 years of related experience
- Familiarity with the asset management industry and/or retail and institutional financial markets
- High quality level of client/customer service orientation, sense of urgency in deliverables and
understanding of the business.
- Microsoft office skills: Intermediate Excel and Outlook and the willingness/ability to learn
new/proprietary systems or applications.
- Ability to communicate effectively both orally and in writing in English.
- Meticulous attention to detail, across all aspects of data, language and grammar and general
layout and presentation
- Strong project management and organizational skills, able to manage multiple projects. Work is
reviewed for accuracy in meeting objectives.
- Flexible and adaptable, ability to adjust to changes in workflow and succeed in a fast-paced,
deadline driven environment.
- Independent thinker, with strong work ethic, and genuine interest in learning.
Job Level - Individual Contributor
Work Shift Timings - 2:00 PM - 11:00 PM IST
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:
- Professional development growth opportunities through in-house classes and over 150 Webased 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)
“Location specific benefits” as mentioned below
- Onsite fitness center, recreation center, and cafeteria
- Cricket grounds and gymnasium
- Library
- Health Center with doctor availability
- HDFC ATM on the campus
