Lead Financial Reporting Analyst
2 weeks ago
Due to the recent expansion globally and here in Australia we are looking for a
Lead Financial Reporting Analyst to join the Global Fund Administration and Reporting team reporting to the Manager.
What are the ongoing responsibilities of this position?
- Management and enhancement of fund administration tasks to ensure successful outcomes are delivered on all aspects of the Australian products
- Management and relationship building with Specialised Investment Managers (SIMs) to ensure they receive quality service
- Ensure proper oversight of service providers (e.g. registry, custody, administration, audit and tax)
- Develop and monitor timetables to cover major reporting functions e.g. distributions, quarterend and yearend reporting, tax reporting, fund launches and ad hoc events
- Identify and escalate product/process issues and lead the team to resolve or improve processes going forward
- Work closely with team members in other locations
- Work globally to standardise internal and external reporting, such as board materials, expenses, yields, regulatory reporting and any other reporting we provide to our clients, as applicable per jurisdiction
- Ensure all Fund administration reporting meets internal and external stakeholder deadlines
- Ensure timely completion of all financial audit requirements
- Provide support and work effectively with other departments for onboarding new products and other projects
What qualifications, skills and experience
would help someone to be successful?
- University Degree in Accountancy or a related discipline
- CA or CPA qualification or equivalent
- At least 5 years post qualification experience in investment management operations, custodian bank, fund administration and/or fund audit
- Experience with automated financial and investment management and operations systems
- Thorough knowledge of the investment management industry and securities markets in Australia and Asia, including stock exchange and depository regulations and practices
- Experience with ETF's, specifically familiarity with reporting, including both statutory and stock exchange requirements
- Experience with Alternative investments, administration and reporting would be an advantage
- Strong interpersonal and communication skills
- Ability to engage and foster positive business relationship through efficient delivery of outcomes and empathetic appreciation of clients' needs
- Ability to manage tasks in multiple functions in a functional and geographical matrix organisation
- Ability to work independently and perform multiple tasks in a fastpaced, collaborative team environment
- Ability to organise and prioritise workflow effectively Takes initiative and demonstrates ability to
- Displays excellent client service and customer focus
- Ability to analyse complex problems and propose feasible options for resolution
- Ability to identify issues and appropriately escalate matters for senior management attention in a timely manner
- Ability to communicate progress and escalate issues/requirement or matters for senior management
- This is a full time, permanent role with the requirement to work in office at least 3 times a week
MID_SENIOR_LEVEL
What makes Franklin Templeton unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards -the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities.
An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.
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