Lead Portfolio Admin Ops Analyst

Welcome to Franklin Templeton Investments – a global investment management firm dedicated to delivering exceptional results for our clients. We are currently seeking a driven and detail-oriented individual to join our team as a Lead Portfolio Admin Ops Analyst. As a key member of our operations team, you will play a crucial role in ensuring the efficient management of our investment portfolios. Our ideal candidate is a strategic thinker with strong analytical skills and a passion for problem-solving. If you are looking for a challenging and rewarding opportunity in the fast-paced world of investment management, we would love to hear from you.

1. Manage Investment Portfolios: Responsible for overseeing the management of investment portfolios and ensuring their efficient operation.
2. Perform Operational Analysis: Conduct in-depth analysis of investment operations, identify areas for improvement and implement solutions to streamline processes.
3. Ensure Accuracy and Compliance: Ensure that all investment operations adhere to company policies, procedures and regulatory requirements.
4. Team Leadership: Lead a team of portfolio administration analysts, providing guidance, coaching and support to ensure team success.
5. Develop Strategies: Collaborate with cross-functional teams to develop and implement strategies to enhance portfolio operations and drive business growth.
6. Monitor Performance: Monitor and analyze the performance of investment portfolios, identify potential risks or issues and take corrective action.
7. Provide Reporting: Prepare and present reports on investment portfolio performance and operational efficiency to management and other stakeholders.
8. Identify Opportunities: Continuously identify opportunities for process improvement, automation and cost reduction within the portfolio operations.
9. Foster Client Relationships: Build and maintain strong relationships with clients, providing exceptional service and support to meet their investment needs.
10. Stay Updated on Industry Trends: Keep abreast of industry trends, regulations and best practices to ensure that the portfolio operations are in line with current standards.
11. Train and Mentor: Train and mentor team members to ensure they have the necessary skills and knowledge to excel in their roles.
12. Ensure Timely Execution: Ensure timely execution of all portfolio administration tasks, including trade settlements, corporate actions, and cash management.
13. Handle Complex Issues: Address and resolve complex operational issues with a sense of urgency, ensuring minimal impact on the investment portfolios.
14. Uphold Company Culture: Uphold the company's values and culture in all interactions, promoting a positive and collaborative work environment.

According to JobzMall, the average salary range for a Lead Portfolio Admin Ops Analyst is between $80,000 and $110,000 per year. However, this can vary depending on the specific industry, location, and experience level of the individual. In some cases, professionals in this role may earn over $150,000 per year.

Franklin Resources, Inc. is a holding company, which engages in the provision of financial and investment management operations. It offers fund administration, sales, distribution, marketing, shareholder servicing, trustee, custody, and fiduciary services.