Specialist - Investment & Trade Operations

At Franklin Templeton Investments, we are seeking a highly skilled and motivated individual to join our team as a Specialist in Investment and Trade Operations. As a global leader in investment management, we are dedicated to providing our clients with top-notch service and expertise. In this role, you will play a crucial role in managing the investment and trade operations process, ensuring accuracy and efficiency in all transactions. To excel in this position, you must have a strong understanding of investment products, excellent analytical skills, and a detail-oriented mindset. If you are passionate about the financial industry and thrive in a fast-paced environment, we encourage you to apply for this exciting opportunity.

1. Manage the investment and trade operations process, including trade execution, settlement, and reconciliation.
2. Ensure accuracy and efficiency in all investment and trade transactions.
3. Monitor and analyze investment products and market trends to make informed decisions.
4. Collaborate with internal teams and external partners to resolve any discrepancies or issues.
5. Develop and maintain strong relationships with clients to understand their investment needs and provide excellent customer service.
6. Maintain up-to-date knowledge of industry regulations and compliance standards.
7. Utilize analytical skills to identify and solve complex problems.
8. Conduct regular audits and reviews to ensure data integrity and identify potential risks.
9. Proactively identify opportunities for process improvements and operational efficiencies.
10. Communicate and collaborate effectively with team members and stakeholders to achieve department goals.
11. Develop and maintain comprehensive documentation of investment and trade processes.
12. Participate in training and development initiatives to enhance knowledge and skills.
13. Stay informed on industry developments and market trends to provide expert insights and recommendations.
14. Adhere to company policies and procedures, including data privacy and security protocols.
15. Meet deadlines and handle multiple tasks simultaneously in a fast-paced environment.

According to JobzMall, the average salary range for a Specialist - Investment & Trade Operations is between $70,000 to $120,000 per year. However, this can vary based on factors such as location, experience, and the specific company or organization the specialist is working for.

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.