Global Fund Administration & Oversight - Global Fund Expense & Budgets Team jobs in United States
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Franklin Templeton · 12 hours ago

Global Fund Administration & Oversight - Global Fund Expense & Budgets Team

Franklin Templeton is a global investment firm that advances the industry through innovative solutions. They are seeking an intern for their Global Fund Expense & Budgets Team to assist in overseeing fund expenses and provide guidance to third-party administrators.

Financial ServicesHedge FundsProfessional ServicesWealth Management

Responsibilities

Review and validate fund invoices pertaining to fund expenses such as Pricing services, Custody, Fund Accounting and Fund Admin fees through leveraging digital tools
Involved with review of expense items disclosed in the Fund’s annual prospectus updates
Preparation of expense information for board reporting
Further exposure to digital tools related to expense reporting and analysis to assist with oversight

Qualification

FinanceAccountingEconomicsExcelAnalytical skillsCuriosity to learnCommunication skillsAttention to detailWork independently

Required

Entering junior or senior year of undergraduate degree
Pursuing a degree in Finance, Accounting or Economics
Familiarity and use of excel and / or digital tools
Strong verbal and written communication skills
Attention to detail and analytical skills
Ability to work independently
Curiosity to learn, add value, and innovate

Company

Franklin Templeton

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Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.

Funding

Current Stage
Late Stage

Leadership Team

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Jenny Johnson
President and CEO
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Jennifer Johnston
Senior Vice President and Director of Municipal Bond Research
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Company data provided by crunchbase