
Specialist - Investment & Trade Operations
Are you a detail-oriented and analytical individual with a passion for investment and trade operations? Do you thrive in a fast-paced and dynamic environment? Franklin Templeton Investments is seeking a highly skilled Specialist to join our Investment & Trade Operations team. As a global investment management firm, we are dedicated to providing exceptional service and solutions to our clients. If you have a strong understanding of financial markets and a desire to make a positive impact in the industry, we want to hear from you. Join our team and be part of a company that values diversity, collaboration, and continuous learning.
- Conduct day-to-day trade operations, including trade verification, trade confirmation, and trade settlement processes.
- Monitor and reconcile daily cash and securities transactions to ensure accuracy and timeliness.
- Collaborate with various internal departments, such as portfolio management, compliance, and accounting, to ensure smooth and efficient trade operations.
- Review and analyze trade data to identify and resolve any discrepancies or errors.
- Stay updated on market trends and regulatory changes to ensure compliance with industry standards.
- Utilize various systems and tools to support trade operations, such as order management systems and portfolio accounting systems.
- Develop and maintain strong relationships with external parties, such as custodian banks and brokers, to facilitate trade execution and settlement.
- Implement and maintain operational best practices to improve efficiency and effectiveness of trade operations.
- Participate in projects and initiatives to enhance trade operations processes and systems.
- Provide exceptional service to clients by responding to inquiries and resolving issues related to trade operations.
- Train and mentor other team members on trade operations processes and procedures.
- Keep accurate records and documentation of all trade operations activities.
- Adhere to company policies and procedures and maintain a high level of integrity and professionalism.
- Continuously seek opportunities for personal and professional development to stay current in the investment and trade operations industry.
- Embody the company's values of diversity, collaboration, and continuous learning in all aspects of the role.
Bachelor's Degree In Finance, Economics, Or A Related Field.
Minimum Of 3-5 Years Of Experience In Investment And Trade Operations, Preferably In The Financial Services Industry.
Strong Understanding Of Investment Products And Financial Markets, Including Equities, Fixed Income, And Alternative Investments.
Knowledge Of Trade Settlement Processes And Regulatory Requirements.
Familiarity With Investment Management Systems And Tools, Such As Bloomberg And Charles River.
Risk Management
Data Analysis
Market Research
Financial Modeling
Due Diligence
Asset allocation
Client communication
Portfolio optimization
Compliance monitoring
Investment Analysis
Trade Execution
Performance Reporting
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Problem Solving
Time management
creativity
Critical thinking
Teamwork
Adaptability
According to JobzMall, the average salary range for a Specialist - Investment & Trade Operations is between $60,000 - $85,000 per year. However, this can vary depending on the specific industry, company, and location. More experienced specialists may earn higher salaries, while those in entry-level positions may earn less. It is important to research the average salary for this role in your specific area to get a better understanding of the potential salary range.
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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.

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