
Specialist-Investment & Trade Operations
At Franklin Templeton Investments, we are seeking a highly skilled and motivated Specialist in Investment and Trade Operations to join our dynamic team. As a global leader in investment management, we are dedicated to providing our clients with exceptional service and expertise. As a Specialist in Investment and Trade Operations, you will play a crucial role in managing the day-to-day operations of our investment and trade processes. We are looking for an individual with a strong background in investment operations, trade settlement and reconciliation, and a deep understanding of financial markets. If you are detail-oriented, thrive in a fast-paced environment, and have a passion for the investment industry, we encourage you to apply for this exciting opportunity. Join us at Franklin Templeton Investments and take your career to the next level.
- Manage and oversee the day-to-day operations of investment and trade processes.
- Ensure accuracy and timeliness in trade settlement and reconciliation.
- Monitor and analyze financial market trends and developments.
- Collaborate with team members to identify and implement process improvements.
- Communicate and coordinate with internal and external stakeholders to resolve any trade-related issues.
- Stay updated on industry regulations and compliance requirements.
- Conduct risk assessments and implement risk management strategies.
- Train and mentor team members on investment operations processes and procedures.
- Develop and maintain strong relationships with clients and provide exceptional customer service.
- Prepare and present reports to senior management on investment and trade operations.
- Proactively identify and resolve any operational issues or discrepancies.
- Implement and monitor internal controls to ensure accuracy and efficiency in investment operations.
- Stay updated on industry best practices and technologies to enhance investment and trade processes.
- Collaborate with other departments, such as portfolio management and compliance, to support overall business objectives.
- Adhere to company policies and procedures and maintain a high level of confidentiality.
Excellent Analytical And Problem-Solving Skills, With The Ability To Work Under Pressure And Meet Tight Deadlines.
Bachelor's Degree In Finance, Accounting, Economics, Or A Related Field.
Minimum Of 3-5 Years Of Experience In Investment And Trade Operations Within The Financial Industry.
Strong Understanding Of Investment Products, Trade Settlement Processes, And Regulatory Requirements.
Proficient In Financial Systems And Software, Such As Bloomberg, Charles River, And Advent Geneva.
Risk Management
Financial Reporting
Market Research
Investment Strategy
Portfolio Management
Asset allocation
Compliance monitoring
Investment Analysis
performance tracking
Trade Execution
Derivative
Trade Settlement
Communication
Conflict Resolution
Leadership
Time management
Interpersonal Skills
flexibility
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Specialist-Investment & Trade Operations is between $60,000 to $90,000 per year. However, this can vary depending on factors such as location, experience, and specific job duties and responsibilities. Some specialists in this field may earn higher salaries, especially those with advanced degrees and years of experience in the industry.
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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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