Business Intelligence Partner/Analyst
Apply NowCompany: Franklin Templeton Investments
Location: Baltimore, MD 21215
Description:
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
Global Scale
Data Quality
Dashboards, Reports, and Analysis
What ideal qualifications, skills and experience would help someone to be successful?
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."
#ASSOCIATE
#LI-Hybrid
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
Hear more from our employees
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights of our benefits include:
*Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
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."
#ASSOCIATE
#LI-Hybrid
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
Hear more from our employees
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights of our benefits include:
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with a generous company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Reimbursement for certain education expenses
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center*
- Onsite cafeteria*
*Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.