Sr Associate, Private Markets Investor Services

Franklin Templeton

Not Interested
Bookmark
Report This Job

profile Job Location:

New York City, NY - USA

profile Monthly Salary: $ 100000 - 105000
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic 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 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!

At Franklin Templeton everything we do is focused on one thing delivering better client outcomes. We do that by partnering closely with our clients assessing their strategic needs and identifying the solution or solutions that can meet the challenge. Over 9500 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent skills and persistence of our people and we are looking for qualified candidates to join our team.

What is the Investor Services group responsible for

Global Investor Services is a fully integrated endtoend function within Franklin Templeton Private Markets responsible for delivering a whiteglove clientcentric service model across the full product and platform lifecycle. The team partners closely with Product Sales Legal Compliance Fund Administration Transfer Agents Broker Dealers/RIAs and thirdparty platforms to support product onboarding ongoing operations and investor servicing for Franklin Templetons Private Market/Alternatives investment offerings.

Investor Services serves as the primary point of contact for internal and external inquiries overseas key service providers manages operational workflows such as subscriptions capital activity and reporting and drives continuous improvement initiatives to enhance the investor and advisor experience globally.

What is the Sr. Associate Private Markets Investor Services responsible for

The Global Investor Services Associate supports daytoday execution across client servicing operational coordination and inquiry management for Franklin Templeton Private Markets products. The role partners with senior Investor Services team members to ensure timely accurate and consistent handling of investor advisor platform and internal inquiries while helping maintain service standards and operational controls across the business.

The Associate plays a key role in supporting product onboarding activities ongoing fund operations and platform relationships while developing a strong understanding of Franklin Templeton Private Markets products platforms and servicing models. This position offers exposure across the full investor lifecycle and close collaboration with crossfunctional stakeholders globally.

What are the ongoing responsibilities of Sr. Associate Private Markets Investor Services

  • Serves as a point of support for internal and external inquiries related to Franklin Templeton Private Markets products including subscriptions redemptions capital calls distributions statements tax documentation and general operational questions ensuring sameday acknowledgment and timely resolution in line with Investor Services standards.

  • Assists in managing inquiry intake tracking documentation and followup helping maintain a single source of truth for client communications and identifying recurring themes trends and opportunities for process improvement.

  • Partners with senior team members to support product onboarding and platform launches including coordinating operational setup documentation readiness and ongoing servicing requirements with internal teams and external partners.

  • Supports oversight of Transfer Agents fund administrators and other service providers by assisting with data reviews issue tracking escalation coordination and servicelevel monitoring.

  • Collaborates with Product Sales Legal Compliance and Finance teams to support fund events such as launches tenders mergers repurchase offers and other strategic initiatives.

  • Assists in maintaining and enhancing centralized tools resources and written materials (e.g. FAQs platform guides workflow documentation) to promote consistency and efficiency across Investor Services operations.

  • Participates in operational projects and continuous improvement initiatives including process documentation workflow analysis and adoption of new servicing tools or technologies.

  • Develops a working knowledge of Franklin Templeton Private Markets products platforms and investor servicing processes with a focus on delivering a highquality whiteglove client experience.

  • Develop and cultivate policies and procedures.

What ideal qualifications skills & experience would help someone to be successful

  • Typically 5-8 years related experience in financial services operations client services fund administration transfer agency custody or a related role; experience supporting alternative investment products is a plus.

  • Strong organizational and timemanagement skills with the ability to manage multiple inquiries tasks and deadlines in a fastpaced serviceoriented environment.

  • Excellent written and verbal communication skills with the ability to clearly and professionally interact with internal stakeholders service providers and clientfacing teams.

  • Demonstrated attention to detail and ability to follow operational processes while identifying potential gaps risks or opportunities for improvement.

  • Comfort working across teams and functions including Product Sales Legal Compliance Fund Administration and external partners.

  • Proficiency with Microsoft Office applications (Excel Word PowerPoint); experience with CRM workflow or inquiry management systems is a plus.

  • Analytical mindset with the ability to interpret information track issues through resolution and support reporting or documentation efforts.

  • Intellectual curiosity strong work ethic and a desire to learn Franklin Templeton Private Markets products


Why Join Us

Be part of a pioneering team at Franklin Templeton that is shaping the future of finance through blockchain innovation. Youll work alongside top technologists and strategists to deliver impactful solutions in a collaborative and forward-thinking environment.

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to supporttheir well-being and recognize their time talents and results. Along with base compensation employees are eligible for an annual discretionary bonus a401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare optionsinsurance and disability benefits employee stock investment program learning resources career development programs reimbursement forcertain educationexpenses 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 $100000 - $105000 depending on location and 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 the variety of perspectives and experiences brought by talent from around the world. 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 85% company match on your pre-tax and/or Roth contributions up to the IRS limits

  • Employee Stock Investment Program

  • Tuition Assistance Program

  • 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 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.

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:

Senior IC

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their goals. Our talente...
View more view more

Key Skills

  • Clerical
  • Diploma
  • Foreclosure Paralegal
  • Flight Operations
  • Construction Equipment

About Company

Company Logo

Franklin Templeton Investments is a global investment manager. At the core of our business are multiple world-class investment management groups – Franklin, Templeton and Mutual Series – each operating independently and offering their distinct perspectives to financial advisors and th ... View more

View Profile View Profile