Business Project 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!

What is the Strategic Projects and Design Transformation team responsible for?

The Global Client Proposal Solutions (GCPS) team encompasses RFP, DDQ, Global Consultant Services and Reporting (GCSR) as well as the Strategic Projects and Design Transformation group.  The Business Project Analyst sits within the Strategic Projects and Design Transformation group dedicated to driving improvements. Their focus is on enhancing people, processes, and technology to meet the evolving needs of clients and the industry. The team members have three key responsibilities:

1. Lead the development and implementation of GCPS Strategic Projects to expand, supplement or enhance existing protocols and business model pathways. The team collaborates closely with business partners (SMEs) across the firm and industry experts to ensure high-quality execution, strong competitive advantage, and adherence to best practice standards.  

2. Design training, guides, instructions and reporting for all strategic projects and existing processes.

3. Drive efficiency and effectiveness of our technology by engaging both new and current participants.  Evaluate the accuracy of their subscription permits, address identified issues and escalate them as necessary.

What are the ongoing responsibilities of the Business Project Analyst?

This individual will work closely with the Manager along with a skilled team, to drive the projects and the transformations necessary to respond to the changing needs of the industry and clients.

In the role you will:

• Support and foster strategic and design plans, participating in project and design goal implementation while advising the Manager on elements that may enhance or impede successful execution.

• Partner and collaborate with teams throughout the organization, as well as with vendors and industry experts.

• Implement plan activities required to successfully meet project objectives and timelines, escalating impediments as needed.

• Review current technology use and participants to ensure adherence to best practice standards.

• Escalate governance matters related to regulatory or policy breaches to the Manager.

Key Responsibilities Include

Develop, Build, and Deliver effective strategic priorities to address the evolving needs of clients and industry. This includes:

• Supporting changing client priorities by integrating feedback into current processes and behaviors.

• Collaborating with technology teams to implement strategic priorities and plans.

• Identifying key objective areas and behavior change requirements.

Establish and nurture relationships to enhance industry knowledge, adapt to changing client focus, and gain comprehensive insights into business opportunities and challenges across the entire Firm Enterprise.

• Foster positive internal relationships throughout the firm to boost confidence and commitment to the GCPS team.

• Ensure consistent and accurate communication of the team’s role, purpose, and innovative outcomes.

• Collaborate across all relevant areas to ensure effective and efficient processes and behaviors.

What ideal qualifications would help someone to be successful?

• Bachelor’s degree required. 

• 3-5 years of relevant professional experience.

• High level of client/customer service orientation, a sense of urgency in deliverables, and a strong understanding of business, industry, and regulatory requirements

• Expertise in data analysis, report review, and technology processes

• Comfortable with implementing change management

• Exceptional project management and organizational skills, with a focus on details, prioritization, and timelines. The ability to juggle and prioritize multiple tasks while planning and adapting for future requirements is essential

• Strong communication skills (both oral and written), with the ability to adapt styles as needed depending on the audience and requirements

• Utilize active listening to provide thoughtful responses or outcomes

• Meticulous attention to detail, a strong work ethic, a keen interest in learning, enhanced collaboration skills, and a positive attitude are essential

• Proficiency with Qvidian or other content databases is required

• Proficiency with Microsoft Office (Word, Excel, PowerPoint)

• Understanding of Power BI is a plus

• Understanding of Python is a plus

Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $68,000 - $88,200.

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