Senior Business Analyst

  • Competitive
  • San Mateo, CA, USA
  • Permanent, Full time
  • Franklin Templeton Investments
  • 15 Dec 17 2017-12-15

Senior Business Analyst

At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 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.

The Investment and Wealth Management Technologies (IWMT) group within Franklin Templeton Technologies is a globally distributed team comprised of technology professionals primarily responsible for managing front office applications for Investment Management, Alternative Strategies and Wealth Management lines of business. We provide technology strategy, technical project management, application development and operational support to multiple Franklin Templeton lines of business and subsidiaries globally.

Reporting within the Investment and Wealth Management Technology (IWMT) team the Lead System Analyst will be a key member responsible for owning all facets of the product functionality across several Portfolio and Order Management systems and is responsible for ensuring that it supports FTI's overall strategy and goals. We are looking for candidates who can map Investment Professionals problems and opportunities to delivering compelling product strategies and to manage the product throughout the product lifecycle. This includes defining the product vision, partnering with vendors, working with the business team to build the business case, defining and prioritizing product features, writing detailed product requirements, coordinating with multiple engineering teams to get the product delivered and managing the success of the product in production.

As such, this role will be responsible for partnering with the business and technology leadership for the purpose of setting a strategic direction for the company's next generation of front office applications and systems. The Lead System Analyst will be tasked with integrating the business strategies, business objectives, current technology portfolio, best practices, and industry practices and tools to develop the overall product roadmaps.

This role will be focused on supporting the Bond Trading operations in San Mateo and other locations including Municipal, Asset Backed, International, High Yield, High Grade and Money Market Securities. Tasks will include support of production applications with a primary focus on enhancing the existing workflows via FIX connections to third parties as well as identifying requirements, working to define solutions and supporting developers while building and testing enhancements.

Responsibilities include:

  • Analyze Franklin Templeton's current front office systems for retail and institutional Investment Management environments and work with the larger cross-functional team to define the product strategy, operation plan and detailed roadmap.
  • Synthesize customer needs, perform market research, visit customers, gain deep understanding of workflow & usage, provide competitive insights. Help influence decision making across the business and multiple technology areas.
  • Gathers requirements from internal & external parties (clients, partners, vendors, etc.) and creates business requirement specifications, feature prioritization and business justification.
  • Prepares product impact assessment, reviews with engineering groups, estimates effort.
  • Demonstrates prototypes to interested parties, assesses usability. Prioritize and make tradeoff decisions based on the needs of the business.
  • Communicate effectively and consistently with partners, vendors, business and technical teams.
  • Analyze, manage, iterate and track the continued success of features in the product.
  • Work closely with the architecture and application development team to organize and participate in application reviews, develop best practices and ensure that standards and roadmaps are being adhered to.

  • Must have at least 5 years' experience.
What makes Franklin Templeton Investments 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.

Highlights of our benefits include:

* Three weeks paid time off the first year
* Medical, dental and vision insurance
* 401(k) Retirement Plan with 75% company match, 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

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. Take some time to, meet some of our people, and see what it means to say, "I AM Franklin Templeton". Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at to learn more about our company and our career opportunities.