Specialist - investment & Trade Client Services

Join Franklin Templeton

At Franklin Templeton, we're advancing 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 provide opportunities to help you reach your potential while helping our clients reach theirs.

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

About the Department

The Complex Securities Support Team plays key roles in research and onboarding of new securities. The team administers and supports Franklin Templeton's most complex investments such as derivatives and structured products. It operates through the Complex Security Operations Committee (CSOC), a cross-organizational group from key functional areas.

How You Will Add Value

Core responsibilities include:

• Supporting the Complex Securities Lead in managing CSOC.
• Working with SMEs on research and testing of new securities.
• Documenting research results as business and system requirements.
• Supporting PMO in roles such as SME, business analyst, tester.
• Supporting operational teams with processes and troubleshooting.
• Developing new processes and enhancing workflows.
• Solving complex operational problems.
• Providing updates and reports to management.

What Will Help You Be Successful in This Role

Experience, Education & Certifications:

• Bachelor's degree in finance, economics, or related field.
• 3+ years in financial services or securities operations.
• Experience with derivatives or structured products.

Technical Skills:

• Strong Microsoft Office skills (especially Excel).
• Familiarity with Bloomberg or similar tools.
• Basic SQL or Python is a plus.
• Experience with SharePoint or Power Platform is a plus.

Soft Skills:

• Strong analytical and problem-solving abilities.
• Ability to prioritize and manage deadlines.
• Effective communication and stakeholder management.
• Attention to detail and organization.
• Ability to work independently and collaboratively.

Experience Our Welcoming Culture and Reach Your Professional and Personal Potential!

Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.

Hear more from our employees.

We want our employees to be at their best. By joining us, you will connect with a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.