Business Intelligence Partner/Analyst

At Franklin Templeton, we’re 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 that’s 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 FT’s 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 organization’s execution of strategic priorities.

  • Salesperson progress to sales targets and metrics.

  • Client Engagement across mediums (web, email, calls, visits, etc.).

  • The organization’s 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?

• Bachelor’s 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 rewards—monetary 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 $85,000 - $105,000, depending on level of relevant experience, plus discretionary bonus.”

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Experience our welcoming culture and reach your professional and personal potential!