Franklin Templeton · 2 hours ago
Sr Associate, Private Markets Investor Services
New York City, New York, United States of America
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $105K/yr
5+ years expFranklin Templeton is a global investment firm focused on delivering better client outcomes. The Sr. Associate in Private Markets Investor Services supports day-to-day client servicing, operational coordination, and inquiry management for Private Markets products, ensuring timely and accurate handling of inquiries and maintaining service standards.
Financial ServicesHedge FundsProfessional ServicesWealth Management
Responsibilities
Serves as a point of support for internal and external inquiries related to Franklin Templeton Private Markets products, including subscriptions, redemptions, capital calls, distributions, statements, tax documentation, and general operational questions, ensuring same‑day acknowledgment and timely resolution in line with Investor Services standards
Assists in managing inquiry intake, tracking, documentation, and follow‑up, helping maintain a single source of truth for client communications and identifying recurring themes, trends, and opportunities for process improvement
Partners with senior team members to support product onboarding and platform launches, including coordinating operational setup, documentation readiness, and ongoing servicing requirements with internal teams and external partners
Supports oversight of Transfer Agents, fund administrators, and other service providers by assisting with data reviews, issue tracking, escalation coordination, and service‑level monitoring
Collaborates with Product, Sales, Legal, Compliance, and Finance teams to support fund events such as launches, tenders, mergers, repurchase offers, and other strategic initiatives
Assists in maintaining and enhancing centralized tools, resources, and written materials (e.g., FAQs, platform guides, workflow documentation) to promote consistency and efficiency across Investor Services operations
Participates in operational projects and continuous improvement initiatives, including process documentation, workflow analysis, and adoption of new servicing tools or technologies
Develops a working knowledge of Franklin Templeton Private Markets products, platforms, and investor servicing processes, with a focus on delivering a high‑quality, white‑glove client experience
Develop and cultivate policies and procedures
Qualification
Required
Typically, 5-8 years related experience in financial services, operations, client services, fund administration, transfer agency, custody, or a related role; experience supporting alternative investment products is a plus
Strong organizational and time‑management skills, with the ability to manage multiple inquiries, tasks, and deadlines in a fast‑paced, service‑oriented environment
Excellent written and verbal communication skills, with the ability to clearly and professionally interact with internal stakeholders, service providers, and client‑facing teams
Demonstrated attention to detail and ability to follow operational processes while identifying potential gaps, risks, or opportunities for improvement
Comfort working across teams and functions, including Product, Sales, Legal, Compliance, Fund Administration, and external partners
Proficiency with Microsoft Office applications (Excel, Word, PowerPoint); experience with CRM, workflow, or inquiry management systems is a plus
Analytical mindset with the ability to interpret information, track issues through resolution, and support reporting or documentation efforts
Intellectual curiosity, strong work ethic, and a desire to learn Franklin Templeton Private Markets products
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
Company
Franklin Templeton
Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Jenny Johnson
President and CEO
Jennifer Johnston
Senior Vice President and Director of Municipal Bond Research
Recent News
2026-01-22
2026-01-16
2026-01-16
Company data provided by crunchbase