Who are TACC Oversight
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The TACC Oversight team provide back-office support and oversight for the Irish, UK and Luxembourg UK fund ranges. In line with the Franklin Templeton Code of Conduct, ensuring the highest standards of honest conduct and business ethics in all aspects of business activities, the team support the organization in the following ways:
Outsourcing Oversight Assurance:
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Oversight is conducted via a monitoring framework using risk and control assessments to identify the annual plan. Oversight of TACC service providers in Asia/EMEA includes owning all events identified as being monitoring activities. This will include virtual meetings, as well as weekly and monthly service reviews.
Project/Change Management:
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Provide technical advice, business impact assessment and project management services in respect of regulatory change, product change and operational/strategic change. TACC oversight help ensure change management at Transfer Agent partners is carried out in accordance with their change program and delivers in a manner that ensures our funds remain compliant with all regulatory obligations and with adequate risk mitigation.
What will this role entail
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The TACC Senior Analyst will support the oversight and monitoring of Transfer Agency ( TA ) services for Asia/EMEA and cross border UCITS and non-UCITS fund ranges, including managing and maintaining the relationships with key fund administration service providers. You will be monitoring and reviewing TACC service levels and KPIs using monthly operational meetings, and daily escalations. You will support the periodic reviews (including due diligence) of onshore and cross-border Transfer Agents to ensure compliance with internal procedures and guidelines as well as industry standards. In this role you will continually seek to improve internal procedures and processes and implement changes through to resolution.
What are ongoing responsibilities of the TACC Senior Analyst
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Participate in the management of the relationship with the Transfer Agents to include meetings, conference calls and due diligence visits
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Oversee Transfer Agency changes to procedures or service level agreements
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Monitor service providers for any breach and errors, subsequent liaison with compliance department
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Support all project management services in respect of regulatory change, product change and operational / strategic change
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Support oversight function in risk and control self-assessment documentation, maintenance of departmental procedures and policies
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Share ownership of meetings with all key service providers, ensuring accurate tracking of open issues and change items
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Act as key point of contact for all stakeholders in support of client service matters.
What qualifications, skills and experience would help someone to be successful
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Prior experience of working in or with Treasury or Transfer Agency roles
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Good knowledge of the Asia/EMEA regulatory regime for funds including the specific expectation of best practice in outsourced fund administration oversight
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Strong team player who works effectively in an open, non-hierarchical environment with a willingness to learn and embrace change
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Self-starter displaying professionalism, energy and the ability to prioritize time, work under pressure and meet tight deadlines with good attention to detail
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Must be able to work in a small team, at times under pressure
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Must be able to react and resolve operational issues in a short time frame
Work Shift Timings - 2:00 PM - 11:00 PM 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.
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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:
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Professional development growth opportunities through in-house classes and over 150 Web-based training courses
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An educational assistance program to financially help employees seeking continuing education
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Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee s dependents (spouses, children and dependent parents)
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Life insurance for protection of employees families
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Personal accident insurance for protection of employees and their families
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Personal loan assistance
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Employee Stock Investment Plan (ESIP)
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12 weeks Paternity leave
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Onsite fitness center, recreation center, and cafeteria
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Transport facility
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Child day care facility for women employees
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Cricket grounds and gymnasium
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Library
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Health Center with doctor availability
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HDFC ATM on the campus
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.
