Adrian Grad

-Clarifying objectives and determining most appropriate, cost-effective and timely research/analytics
-Gathering raw information from relevant, qualified sources
-Conducting standard financial analysis and calculations.
-Organizing, analyzing and synthesizing facts into accurate, well developed documents, databases or charts.
- constructing analytical models and in depth economic analysis.
-Utilizing available analytical tools in an effort to provide in depth insights.

-Liaising with Brokers, Custodians and internal departments pre and post settlement to reduce the risk of exposure to Franklin Templeton Investment
-Pre-match of all security trades on eligible markets
-Resolution of pre and post settlement date security fails within global specified timelines
-Resolution of FX fails within documented timeframes
-Responding to inquiries and resolve trade related issues for PA and TACC
-Enhancing Straight Through Processing for all functions performed, e.g. participation in projects, offering suggestions to enhance processes and to increase STP rates
-Taking an active part in the testing of new systems/functions
-Driving for solutions by constantly looking at reducing risk and streamlining processes such as trade completion and confirmation, verification of holdings, pre-match, and fails resolution
-Managing risk and prioritizing the workload effectively
-Escalation of potential issues at earliest possible opportunity
-Highlighting issues and reporting root cause and trends back to management
-Performing other duties as assigned.

- Support for supervisor
- Responsible for managing team's workflow
- Prepation of quality and productivity related metrics
- Fulfilling the role of an SME
- Team building

- Handling monetary transactions as per client's request
- Client's data and account management
- Participation in quality related projects
- Adhearing to high quality and productivity standards