Senior Analyst - Investment & Trade Client Services

Job description

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward‑thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting‑edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.

About the department The Investment & Trade Client Services team supports the company’s trading activities by ensuring accurate derivatives confirmations, lifecycle event management, and settlement processing. The team works closely with trading, operations, and external counterparties to maintain high-quality client service. Joining this group provides exposure to dynamic financial markets, collaborative problem-solving, and opportunities to deepen technical and market expertise.

How you will add value?

Core Responsibilities

Derivatives Trade Confirmation (OTC and ETD): Lead trade confirmations for Over the Counter (OTC) and Exchange-Traded Derivatives (ETD), ensuring compliance with trading agreements and regulatory standards. You will ensure margin requirements are met within deadlines. You will collaborate with Front and Middle Office teams on ETD trade confirmations and collateral selection and optimization.

Fails Management

Oversee the management of fails related to derivatives transactions, resolving issues promptly to minimize risk and operational impact. You will ensure all trades meet regulatory and contractual requirements. You will manage lifecycle events such as resets, expirations, and terminations. You will resolve discrepancies in OTC and digital asset transactions. You will oversee reconciliation of positions and collateral for OTC and ETD.

What will help you be successful in this role?

Experience, Education & Certifications

2–4 years in financial services, ideally within derivatives or trade operations.

Technical Skills

Proficiency with Power BI, Power Apps, and Power Automate. Familiarity with industry trading or settlement systems.

Soft Skills

Strong verbal and written communication skills. Ability to manage time effectively and meet deadlines. Flexibility to work in shift-based schedules. Strong understanding of market operations and willingness to adapt to change. Work Shift Timing - 6:30 PM - 3:30 AM IST / 8:30 PM - 5:30 AM IST At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

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 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.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.