Franklin Templeton Investments

Specialist - Investment & Trade Operations

Franklin Templeton Investments

Remote
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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.

  1. Conduct day-to-day trade operations, including trade verification, trade confirmation, and trade settlement processes.
  2. Monitor and reconcile daily cash and securities transactions to ensure accuracy and timeliness.
  3. Collaborate with various internal departments, such as portfolio management, compliance, and accounting, to ensure smooth and efficient trade operations.
  4. Review and analyze trade data to identify and resolve any discrepancies or errors.
  5. Stay updated on market trends and regulatory changes to ensure compliance with industry standards.
  6. Utilize various systems and tools to support trade operations, such as order management systems and portfolio accounting systems.
  7. Develop and maintain strong relationships with external parties, such as custodian banks and brokers, to facilitate trade execution and settlement.
  8. Implement and maintain operational best practices to improve efficiency and effectiveness of trade operations.
  9. Participate in projects and initiatives to enhance trade operations processes and systems.
  10. Provide exceptional service to clients by responding to inquiries and resolving issues related to trade operations.
  11. Train and mentor other team members on trade operations processes and procedures.
  12. Keep accurate records and documentation of all trade operations activities.
  13. Adhere to company policies and procedures and maintain a high level of integrity and professionalism.
  14. Continuously seek opportunities for personal and professional development to stay current in the investment and trade operations industry.
  15. Embody the company's values of diversity, collaboration, and continuous learning in all aspects of the role.
Where is this job?
This job opening is listed as 100% remote
Job Qualifications
  • 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.

Required Skills
  • Risk Management

  • Data Analysis

  • Market Research

  • Financial Modeling

  • Due Diligence

  • Asset allocation

  • Client communication

  • Portfolio optimization

  • Compliance monitoring

  • Investment Analysis

  • Trade Execution

  • Performance Reporting

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Problem Solving

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

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.

Additional Information
Franklin Templeton Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 6th, 2025
Apply BeforeJune 21st, 2025
This job posting is from a verified source. 

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About Franklin Templeton Investments

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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