Analyst - Institutional Client Reporting

Franklin Templeton

Onsite
Deliver scheduled client reports
Produce automated client reports
Prepare manual reports
The Institutional Client Reporting (ICR) team delivers high-quality reporting for institutional clients across separate accounts and funds, partnering closely with various departments to ensure accuracy and timeliness

Job Summary

  • The Institutional Client Reporting (ICR) team delivers high-quality reporting for institutional clients across separate accounts and funds, partnering closely with various departments to ensure accuracy and timeliness.
  • Core responsibilities include delivering scheduled client reports on time and with accuracy, preparing manual reports using PowerPoint and Excel, and supporting regulatory reporting requirements.
  • Franklin Templeton offers a welcoming, inclusive, and flexible culture with opportunities for professional development, educational assistance, comprehensive insurance benefits, and various on-site amenities.

Matching Summary

The Institutional Client Reporting (ICR) team delivers high-quality reporting for institutional clients across separate accounts and funds, partnering closely with various departments to ensure accuracy and timeliness.

Skills & Requirements

Must-have

  • Deliver scheduled client reports
  • Produce automated client reports
  • Prepare manual reports
  • Review and validate data
  • Respond to internal queries
  • Support regulatory reporting

Nice-to-have

  • Collaborative team environment
  • Drive industry forward
  • Focus on employee well-being
  • Contribute to client achievements

Key Requirements

  • Bachelor’s degree required
  • 0–2 years in financial services
  • Strong English communication skills
  • Ability to manage tight deadlines
  • Understanding of data confidentiality
  • Strong analytical and problem-solving ability
  • Ability to collaborate with multiple stakeholders
  • Proficiency in Microsoft Office tools
  • Advanced Excel and PowerPoint skills preferred

Work Rights

Not specified

Tailored Resume

Cover Letter