Specialist - middle Office Client Services

Franklin Templeton Job Opportunity

At Franklin Templeton, we are 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

This team manages loan operations and trade settlements within a financial services environment. Collaborating with internal and external stakeholders, the department ensures accuracy, compliance, and efficiency across leveraged loan and CLO transactions. Team members work closely with Traders, Portfolio Managers, and Analysts, gaining exposure to complex financial instruments and operational processes. Joining this team offers opportunities to deepen expertise in structured finance and contribute to high-impact initiatives.

How You Will Add Value

Core Responsibilities:

• Process trades, reconcile loans, and manage settlements.
• Support syndications, CLOs, restructures, and funding documentation.
• Review trade confirmations and agreements for accuracy.
• Post trades, allocate positions, and generate daily files.
• Ensure cash and securities settle correctly.
• Reconcile daily cash accounts.
• Monitor systems and resolve trade issues.
• Collaborate with Trustees, Legal, and Compliance.
• Build relationships with Traders and Portfolio Managers.
• Improve system speed and accuracy.
• Assist Analysts in managing portfolio credits.

What Will Help You Be Successful in This Role

Experience, Education & Certifications:

• 3–5 years in accounting or financial analysis.
• Experience in leveraged loan and CLO operations.
• Familiarity with Wall Street Office, S&P Loan Platforms, and Aladdin.

Technical Skills:

• Advanced Excel, Power BI, and Macros.
• Knowledge of CLO reporting and analytics.

Soft Skills:

• Strong analytical and problem-solving abilities.
• Clear and effective communication.

Experience Our Welcoming Culture

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.

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.

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.

Franklin Templeton is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. We encourage the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. We ensure that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.