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About the Role

As a forward-thinking asset manager, Franklin Templeton builds dynamic relationships with clients, understands their goals, and navigates complex markets together. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. This role is crucial for monitoring investor requests, ensuring timely follow-up, and supporting central investor communications and reporting, primarily focusing on private credit products.

Responsibilities

Monitor investor requests and ensure timely follow-up.
Draft and issue key investor deliverables.
Support central investor communications and reporting.
Assist with event preparation and execution.
Facilitate client events such as due diligence meetings and audits.
Analyze investor requests received in Japanese to ensure a clear understanding of requirements.
Gather and assess company and product information to draft accurate responses to investor inquiries.
Collaborate with senior team members and product specialists to respond to complex inquiries.
Follow up on requests from Japanese investors sent directly to Business Development and Investment teams.
Support firmwide investor events, maintenance of firmwide information, and creation of marketing materials.
Assist the RFP team in preparing responses to Japanese client due diligence questionnaires and RFPs/RFIs.
Continuously deepen personal knowledge of the BSP business and develop a strong understanding of its products and company information.

Requirements

At least 3 years of prior work experience, preferably in investor relations or a client service role within financial services.
Native-level Japanese and fluent English communication skills, both written and spoken.
Process-focused, with the ability to follow established procedures and workflows.
Strong attention to detail, with a focus on accuracy and precision.
Customer-focused, with a commitment to providing excellent service.
Ability to maintain a positive work environment by communicating effectively with colleagues.
Ability to multitask and prioritize effectively while meeting tight deadlines in a collaborative manner.

Skills

Understanding of credit strategies and private credit products.
Proficiency in Excel and PowerPoint.
Experience with Salesforce, MSD, or other CRM tools is a plus.

Location

Remote

Work Type

Full-time

Experience Level

Mid-Senior Level

Education Level

Bachelor's degree required
MBA, CFA, CAIA, or CMA preferred

Benefits

Welcoming, inclusive, and flexible culture
Opportunities for professional growth and development

About the Company

Franklin Templeton is a forward-thinking asset manager that builds dynamic relationships with clients.
We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation.
Our talented, global teams bring expertise that is both broad and unique.
We offer opportunities to help employees reach their potential and contribute to client success.
We are dedicated to progress and do not settle.
We pursue ambitions with energy and persistence.
We empower and encourage the progress of our employees.
We embrace individual differences and value experience and perspectives from around the world.
We are dedicated to what we do.
We help shape the future of the global asset management industry.

Equal Opportunity

Franklin Templeton is an Equal Opportunity Employer.
We are committed to providing equal employment opportunities to all applicants and employees.
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.