Business Intelligence Partner/Analyst
Business Intelligence Partner/Analyst
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Job Description
At Franklin Templeton were 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 thats 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!
The Business Intelligence Partner/Analyst will join the Distribution Intelligence team at Franklin Templeton focusing on the Global Alternatives and ETF businesses. The Analyst ensures that Franklin Templeton has a complete and accurate 360-degree view of our clients across data domains. The role involves collaboration with Global Distribution on data quality reports dashboards and insights related to our Alternatives and ETF businesses. The partner will work with sales marketing and technology teams to provide best-in-class solutions that drive client engagement improve sales retain assets and diversify FTs client base.
What are the ongoing responsibilities of the Business Intelligence Analyst/Partner
Local Partnership
Present sales & marketing partners with data-based trends opportunities and highlight potential risk.
Ensures distribution data needs are met which includes maintaining an accurate and complete 360-degree view of our clients creating reports/dashboards and automating processes.
Manage client segmentation lead qualification and contact strategy.
Enhance client experience and internal resource alignment based on data across engagement channels.
Define strategy-related measurements and KPIs and analyze their effectiveness.
Utilize client 360 data (both internal and external) across various platforms.
Global Scale
Collaborate with Distribution Intelligence partners to consistently support global distribution
Communicate strategy and tactics across Marketing Digital Experience FTT etc.
Coordinate execution of Distribution strategy across teams as needed
Data Quality
Ensure regional client 360 data is accurate complete and timely
Understand and ensure data quality across client financials digital engagement salesperson interactions market intelligence etc.
Collaborate with the Data Management teams to evaluate data quality across different countries and formulate a strategy for improvement.
Understand data flow across systems dashboards and reports and collaborate with Distribution to enhance data literacy.
Dashboards Reports and Analysis
Develop reports and dashboards to measure:
The organizations execution of strategic priorities.
Salesperson progress to sales targets and metrics.
Client Engagement across mediums (web email calls visits etc.).
The organizations position in the industry across asset classes vs. key competitors and overall
Build reports and dashboards which answer specific questions for a salesperson or business unit
What ideal qualifications skills and experience would help someone to be successful
Bachelors degree or equivalent experience
3 years related experience
Experience with asset management data across sales & marketing
Exposure to Alternatives or ETF products is highly desirable.
Proven ability to act as a partner to sales and marketing teams translating data into actionable business insights
Has expertise in one or multiple analytic techniques (Excel Data Visualization (Tableau PowerBI) SQL Data Science etc.).
Strong interpersonal skills with a collaborative approach to cross-functional work across distribution marketing and technology
Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to support their well-being and recognize their time talents and results. Along with base compensation employees are eligible for an annual discretionary bonus (delete as appropriate) a 401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare options insurance and disability benefits employee stock investment program learning resources career development programs reimbursement for certain education expenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $85000 - $105000 depending on level of relevant experience plus discretionary bonus.
#ASSOCIATE
#LI-Hybrid
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 theres 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.
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 lifes adventures taking care of your family members or making a positive impact in your community we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights of our benefits include:
Three weeks paid time off the first year
Medical dental and vision insurance
401(k) Retirement Plan with a generous company match on your pre-tax and/or Roth contributions up to the IRS limits
Employee Stock Investment Program
Reimbursement for certain education expenses
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
Onsite cafeteria*
*Only applicable at certain locations
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 . 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.
Required Experience:
IC
Employment Type
Full-Time
