Financial Analyst

About the Company

Franklin Templeton is a global investment business focused on helping clients work toward their financial objectives through innovative, forward-looking solutions. The organization brings together asset management, wealth management, and fintech capabilities, backed by diverse teams operating across regions. It promotes an inclusive, flexible, and welcoming workplace designed to help employees grow while contributing to client success.

About the Department

The AUM Reporting & Analytics team supports firm growth by producing accurate and scalable assets under management reporting across the organization. The group is responsible for calculating, validating, and analyzing firm-wide AUM and fund flows, and it partners with teams across investments, sales, compliance, and leadership. The environment is collaborative, data-focused, and centered on precision, ownership, and ongoing improvement.

Role Overview

In this Financial Analyst position, you will contribute to daily reporting, data validation, and analysis that supports business decisions and operational reporting. The role requires close coordination with internal stakeholders, careful handling of financial data, and a strong focus on improving reporting quality and process efficiency.

Core Responsibilities

• Track, review, and publish daily assets under management and firm-level flow data.
• Check and confirm asset information for all managed investment accounts.
• Maintain the portfolio management accounting database with accuracy and consistency.
• Study data to identify risk indicators, trends, and insights for management.

Client and Business Support

• Work with internal teams to address reporting requirements.
• Prepare precise reports that support sales, advisory, and compliance functions.
• Handle data requests and business questions in a timely manner.

Quality, Projects, and Continuous Improvement

• Oversee data integrity across connected systems.
• Spot opportunities to improve process quality and recommend better methods.
• Contribute to project planning and execution support.
• Strengthen workflows, controls, and reporting efficiency.

What Will Help You Succeed

The ideal candidate should have a background in finance, accounting, or business administration, along with experience in asset management, fund accounting, or financial operations. Exposure to financial or regulatory reporting will be an advantage. Strong analytical thinking, careful attention to detail, and the ability to manage multiple deadlines are important for success in this role.

Technical Skills

You should be comfortable working with financial systems and databases, and have good command of Microsoft Office tools. Familiarity with VBA, Power Automate, Power BI, and Alteryx is preferred.

Professional Skills

This role calls for clear communication, strong problem-solving ability, and a collaborative approach. You should be self-motivated, organized, and able to balance multiple priorities while maintaining accuracy.

Work Schedule

The shift timing for this role is 2:00 PM to 11:00 PM IST.

Benefits and Perks

• Access to professional growth opportunities through in-house learning sessions and more than 150 web-based training courses.
• Educational assistance to support employees pursuing further studies.
• Medical, life, and personal accident insurance for employees, with medical coverage also extended to spouses, children, and dependent parents.
• Life cover for employees’ families.
• Personal accident protection for employees and their families.
• Support for personal loans.
• Employee Stock Investment Plan (ESIP).
• 12 weeks of paternity leave.
• On-site fitness center, recreation center, and cafeteria.
• Transport support.
• Child day-care facility for women employees.
• Cricket grounds and gymnasium.
• Library access.
• Health center with doctor availability.
• HDFC ATM available on campus.

Equal Opportunity and Accommodation

Franklin Templeton is an equal opportunity employer and considers all qualified applicants without discrimination based on ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, or any other legally protected characteristic. The company also supports candidates who may need an accommodation or adjustment during the application process. Requests should include the accommodation needed, the job title, and the job number, and responses may take up to three business days. Only accommodation-related requests will receive a reply.