Specialist-Investment & Trade Operations

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

What are the Global Trade Services Specialist-Investment & Trade Operations group responsible for?

• Good in Handling Security Trade confirmation, completion and Settlement in various investment vehicles by coordinating with Front Office & Custody.

• Independently performs multiple Front office support functions, solve complex/analytical problems involving independent judgement and delivery of service to a variety of external/internal clients/business partners with minimal guidance

• Leads industry and enterprise initiatives pertaining to Trade Securities by coordinating with technology and project mgmt groups.

• Assists in the resolution of production issues for front office clients, incorporating advanced knowledge of overall impact to NAV, Compliance, Regulatory & audit.

• Collaborate with various internal and external teams to onboard accounts.

• Manage daily BAU without any issues. Ensure to deliver the service levels within TAT. Monitor mailboxes to ensure there are no unread/unattended emails. Handle critical enquiries.

• Resolves and escalates production issues. Should be able to analyze the root cause of the problems and place appropriate controls.

• Track errors, identify reason & guide the team members.

• Conducting training.

• Familiar with Digital tools – Power BI, Alteryx etc and utilize automation capabilities to defines and implement innovative solutions towards risk reduction, operational effectiveness, and time savings

Projects Initiatives & Events:

• Actively participate and lead Global Trade Service initiatives, Business Continuity testing, system user enhancement testing and Complex workflow set up Review meetings.

• Other projects assigned by management.

• Aid in staff cross-training and procedure manuals.

• Provide support for on-boarding activities including participating Front office /custodian meetings.

• System/account maintenance for changes resulting from events.

What ideal qualifications, skills & experience would help someone to be successful?

• 5 to 8 years of specialized depth and breadth of expertise in Investment Management and trade settlement operations. Exposure to Fixed Income Products will be plus.

• Ability to take ownership/responsibility of work product and meet deadlines.

• Outstanding communication and interpersonal skills, with the ability to interface effectively with all levels of the organization especially front office.

• Experience in Mutual fund operations would be great and not limited only for order placement and good to have compliance knowledge.

Work Shift Timing - Should be flexible with shift timings