Specialist - Investment & Trade Operations

Specialist For Global Trade Services (Gts)

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.

The role will be specifically for Western Asset, a globally integrated fixed income manager who is a subsidiary of Franklin Templeton. We are looking for a Specialist for the Global Trade Services (GTS) team.

Global Trade Services (GTS), part of the Investment Operations WAM Group, plays a critical role in reducing settlement risk across fixed income and equity products. The team works closely with brokers, custodians, front office, and internal departments to ensure accurate and timely trade execution. Joining GTS offers exposure to global financial operations, collaborative project work, and opportunities to lead process improvements.

How You Will Add Value?

Core Responsibilities:

• You will confirm, affirm, and settle trades across US and global markets.
• You will resolve failing trades and monitor mailboxes for critical inquiries.
• You will manage daily operations and ensure service levels are met.
• You will guide team members by tracking errors and conducting training.
• You will support account onboarding and system maintenance.
• You will use Omgeo CTM, Alert, TradeSuite, and FailStation platforms.
• You will participate in onboarding meetings with front office and custodians.

Strategic Responsibilities:

• You will lead trade-related initiatives with technology and project management teams.
• You will resolve production issues affecting NAV, compliance, audit, and regulatory areas.
• You will implement automation using Power BI and Alteryx.
• You will analyze root causes and apply controls to reduce risk.
• You will contribute to business continuity testing and system enhancement reviews.
• You will support special projects and suggest workflow improvements.

Team & Collaboration:

• You will coordinate workflows and review reports.
• You will provide training and support staff development.
• You will update policies and procedures.
• You will collaborate with brokers, custodians, and internal teams for trade tracking.

What Will Help You Be Successful in This Role?

Experience, Education & Certifications:

• 5–8 years of experience in investment management and trade settlement.
• Exposure to fixed income and mutual fund operations.
• Compliance knowledge is a plus.
• Ability to take ownership and meet deadlines.

Technical Skills:

• Proficiency in Power BI and Alteryx.
• Strong understanding of trade settlement processes.
• Familiarity with financial regulations.

Soft Skills:

• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Attention to detail and adaptability.

Work Shift Timing - 6:30 PM – 3:30 AM IST / 8:30 PM – 5:30 AM IST (Flexibility Required)

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of 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 maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

• Professional development growth opportunities through in-house classes and over 150 Web-based training courses
• An educational assistance program to financially help employees seeking continuing education
• Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee's dependents (spouses, children and dependent parents)
• Life insurance for protection of employees' families
• Personal accident insurance for protection of employees and their families
• Personal loan assistance
• Employee Stock Investment Plan (ESIP)
• 12 weeks Paternity leave
• Onsite fitness center, recreation center, and cafeteria
• Transport facility
• Child day care facility for women employees
• Cricket grounds and gymnasium
• Library
• Health Center with doctor availability
• HDFC ATM on the campus

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and 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. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.