FTS PANBS Specialist

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
accommodations@franklintempleton.com. 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. When you become part of Franklin Templeton, you’ll join a
company dedicated to progress. A company that doesn’t settle. One where we
pursue our ambitions with energy and persistence. That’s why it’s so important
that we empower and encourage the progress of our employees. From our welcoming,
inclusive, and flexible culture – to our global and diverse business, we provide
opportunities to help you reach your potential while contributing to ours. At
Franklin Templeton, we embrace individual differences and value experience and
perspectives brought by talent from around the world. And, although we are all
different, we all have one thing in common – we are dedicated to what we do. So
whether you’re just starting your career journey, are well on your way, or are
seeking a new direction, you’'ll find the support you need to grow your career
with us. Come, join us, and help us shape the future of the global asset
management industry!