Responsible for evaluating financial capacity and credit exposure of clients at Ipiranga. Analyzing advanced financial situations and developing managerial reports for the Board.
About the role
- Analyst supporting Global Shareholder Services at Franklin Templeton. Drive operational excellence and enhance business processes in a hybrid work model.
Responsibilities
- 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*
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