Specialist - Investment & Trade Client Services

Franklin Templeton

Onsite
Reference data expertise
System enhancements
Regulatory requirements
The Investment & Trade Client Services – Reference Data Group ensures accurate, compliant reference data that enables smooth trade settlement and front‑office readiness

Job Summary

  • The Investment & Trade Client Services – Reference Data Group ensures accurate, compliant reference data that enables smooth trade settlement and front‑office readiness.
  • You will partner with business teams and Fund, Transfer, Technology teams, advise projects using Reference Data expertise and governance standards, and lead process improvement initiatives across the business.
  • Franklin Templeton offers professional development growth opportunities, an educational assistance program, and comprehensive insurance benefits.

Matching Summary

The Investment & Trade Client Services – Reference Data Group ensures accurate, compliant reference data that enables smooth trade settlement and front‑office readiness.

Skills & Requirements

Must-have

  • Reference data expertise
  • System enhancements
  • Regulatory requirements
  • Process improvement initiatives
  • Automated controls
  • Data quality improvement
  • Troubleshoot settlement issues

Nice-to-have

  • Welcoming, inclusive, flexible culture
  • Employee well-being focus
  • Professional development opportunities
  • Diverse global workforce

Key Requirements

  • 4-7 years financial services experience
  • Bachelor's degree in accounting, finance, or economics
  • Advanced Microsoft Excel skills
  • Working knowledge of internal reference data systems

Work Rights

Not specified

Tailored Resume

Cover Letter