Franklin Templeton

Analyst – Global Shareholder Services

Franklin Templeton

full-time

Posted on:

Location Type: Hybrid

Location: Rancho Cordova • California, Florida • 🇺🇸 United States

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Salary

💰 $56,000 - $70,000 per year

Job Level

JuniorMid-Level

About the role

  • Support integration of new business elements and improve processes.
  • Define and implement critical workflows and controls.
  • Coordinate enhancements to business processes and represent business priorities.
  • Partner on change management for new initiatives.
  • Analyze and manage business data using modeling techniques.
  • Compile analytics, conduct research, and provide actionable reporting.
  • Prioritize business needs and communicate effectively with stakeholders.
  • Support policy development, quality reviews, and customer experience initiatives.
  • Provide peer feedback and share subject matter expertise.
  • Collaborate to develop processes for call center operations.
  • Research business objectives, identify risks, and propose solutions.
  • Assess risks, analyze impacts, and adapt to changing strategies.
  • Identify and leverage industry best practices.

Requirements

  • Bachelor’s degree or equivalent experience.
  • 2–4 years in systems analysis, financial services, or technical projects.
  • Experience in mutual fund operations, transfer agent services, or recordkeeping is preferred.
Benefits
  • 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*

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
business data analysismodeling techniquesanalyticsreporting
Soft skills
communicationcollaborationchange managementrisk assessmentproblem solving
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