Transitions Administrator

2 weeks ago

Edinburgh, United Kingdom Franklin Templeton Investments Full time

Martin Currie are delighted to offer a Transition Administrator role to support the Investment Operations team in Edinburgh.

Martin Currie operates independently as a Specialist Investment Manager (SIM) within the Franklin Templeton group, they are a leading global investor specialising in global equities, founded in 1881 and headquartered in the UK. The firm is a leading pioneer in emerging and international markets covering various growth and income strategies. For more information about Martin Currie, please visit


At Franklin Templeton and across it’s SIMs, everything we do is focused on one thing - delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Franklin Templeton acquired Legg Mason and its Specialist Investment Manager’s (SIM) in 2020 creating a firm of over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries.

What is the Transition Administrator responsible for?

Responsible for the activities required to onboard new clients and to manage any key change activities required across the client base including but not limited to - change in third party provider, IMA/mandate change, client/fund merger, client/fund termination etc.

What are the ongoing responsibilities of the Transition Administrator?- Support the Transition Manager in all aspects of the Transitions process by:
- Carrying out specific tasks and responsibilities of events being managed by the Transition Manager- Managing and overseeing the full transition process for allocated individual events:
- Co-ordinate internal teams and external providers to deliver as required-
- Act as primary contact with client as required to understand, negotiate and challenge their requirements as appropriate, liaising with internal teams as necessary to resolve any issues-
- Monitor progress versus agreed timetable, escalating any potential slippage to relevant parties-
- Ensure effective handover to BAU-
- Ensure you are aware of, comply with and are an advocate and role model for all MC Legal, Regulatory, Governance, Risk and Compliance obligations including understanding your personal responsibilities, obligations, record keeping and behaviours all the time.

What qualifications, skills and experience would help someone to be successful?- Educated to degree level desirable though not essential- Preferred 1- 3 years’ experience in Financial Services/Investment Management

What makes Martin Currie unique?

In addition to the dynamic and professional environment at Martin Currie, we strive to ensure that our employees have access to a competitive and valuable set of Total Reward—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 - contributory pension scheme, private healthcare plan, PHI, life insurance and many others.

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.

Martin Currie values diversity in its workforce and welcomes employees from different backgrounds, generations, capabilities, cultural identification, sexual orientations, and gender expression, in addition to other attributes that contribute to a truly diverse and inclusive community.

Our Values (Learning, Ambition, Responsibility and Partnership) are integral to how we do things in Martin Currie and key to our purpose of Investing to Improve Lives.

Ambition

We have a desire and determination to achieve. Our ambition is shown by our appetite to take on new challenges, achieve the best outcomes for clients and grow our business. We are always looking to raise the bar.

Responsibility

We take control and see it as our duty to embrace tasks and challenges. Our responsibility is demonstrated by us taking ownership and control of tasks, challenges, and being accountable for the outcome.

Partnership

We work together and avoid silos. Our partnership is shown by each of us bringing our individual expertise and diversity of thought in a way that enables us to deliver our best work together.

Learning

We strive to continually improve. Our learning comes from not only mistakes but our successes too. We challenge ourselves to regularly build our collective and individual knowledge, skills and expertise.

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