Operations Analyst (High Net Worth) - Hybrid

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
Fiduciary Trust International is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting our clients’ wealth through generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future generations. And, we are part of Franklin Templeton, one of the largest investment firms in the world. That means we can combine a personalized experience with access to sophisticated research and investment solutions.
Position Summary
Fiduciary Trust International is hiring an Operations Analyst to join the team in Salt Lake City, UT. Employees may work a hybrid schedule with three days in the office.
The Operations Analyst role under the Unique Assets/Third-Party Loan team supports the various Client facing groups within Fiduciary. The job requires an analytical mind, an eye for detail, and a solutions mindset. The Analyst actively participates in improving processes and strengthening the department’s capabilities while adhering to the policies and procedures implemented for administering Unique Assets and compliance with third-party loan agreements. Team members ensure timely and accurate output and ongoing account compliance with respective investment guidelines, regulatory guidelines, contractual agreements, and Fiduciary’s internal controls.
Additionally, the position involves oversight of the administration of unique assets and third-party loans, the various forms of data maintenance specific to status tracking, correspondence, valuations, pricing, onboarding, data repositories, vendor oversight, and other detailed analysis. Team members also act as liaison between the front office to support the loan portfolio and act as servicer to the ongoing maintenance of any collateral pledged.
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 $53-54k.
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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.
We believe that being a good corporate citizen is good business. 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.