At Franklin Templeton, we’re advancing 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 provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world! 

Required Skill Set for the Role

• Strong analytical abilities to review and interpret complex intermediary agreements and fee structures, including basis-point, percentage-based, and tiered schedules.
• High level of accuracy and attention to detail to identify anomalies, inconsistencies, and incorrect rates within TA system data and platform reports.
• Solid understanding of fund share classes and intermediary arrangements, including asset-class-level, fund-level, and share-class-level fee agreements.
• Ability to extract, evaluate, and standardize commercial terms from a wide variety of legacy and modern agreements, ensuring a clear understanding of the applicable single rate and its type (bps or percentage).
• Experience collaborating with cross-functional teams, including Sales, Finance, Compliance, and external clients, to resolve discrepancies and support repapering or renegotiation processes.
• Strong communication skills to clearly articulate findings, required corrections, and proposed actions to both internal stakeholders and external partners.
• Comfort working with large data sets, including the ability to interpret outputs from Transfer Agent systems and platform data feeds.
• Problem-solving mindset to navigate diverse fee arrangements and legacy structures and determine the correct fees due.
• Understanding of retrocession and trailer fee concepts, including historical variations of agreements types and evolving industry practices.
• Ability to manage workload independently, prioritizing agreements and issues effectively to support timely resolution.

Experience our welcoming culture and reach your professional and personal potential!

Building teams with diverse skills, backgrounds, and experiences has always been important to us. Fostering an inclusive culture where employees feel safe to share their opinions is not only beneficial for our people but also drives innovation and enables us to deliver better client outcomes. So, regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.

Hear more from our employees

We want our employees to thrive. By joining us, you will become a 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 you covered.
 

Learn more about the wide range of benefits we offer at Franklin Templeton

 *Please note: the above benefits and their design & application will vary country-to-country. Also, the benefits offered to temporary employees can vary depending on the country. More information can be obtained when speaking with Franklin Templeton HR.

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.

As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities.

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 [email protected]. 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 requests for arrangements will receive a response.