workday
Posted 5 days ago
Specialist - Investment & Trade Operations
Job description
At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements. Come join us in delivering better outcomes for our clients around the world! About The Department: The Securities Operations team manages critical securities and analytics data that supports investment decision-making, valuation accuracy, regulatory compliance, and operational efficiency across the firm. The team works closely with Trading, Compliance, Client Service, Technology, custodians, vendors, and data providers to maintain high-quality security master data, corporate actions, proxy voting, pricing, and analytics. Working in this team offers broad exposure to global financial markets, investment products, cross-functional stakeholders, and continuous process improvement initiatives in a collaborative and fast-paced environment. How You Will Add Value? Core
Responsibilities
You will maintain security master and reference data across platforms. You will follow established valuation policies, procedures, and controls. You will process securities pricing, analytics, and corporate actions data. You will investigate exceptions and escalate issues appropriately. You will govern proxy voting activities and related workflows. You will manage voluntary corporate action communications and processing. You will maintain securities analytics data using approved standards. Team & Collaboration: You will collaborate with traders, operations teams, and investment professionals. You will partner with custodians, vendors, and external stakeholders. You will support benchmark provider oversight and data implementation. You will mentor and train new team members. Strategic
Responsibilities
You will maintain valuation documentation for audits and inquiries. You will enhance data quality frameworks and best practices. You will support User Acceptance Testing (UAT) activities and implementations. You will strengthen operational controls and documentation standards. What Will Help You Be Successful In This Role? Experience,
Education
& Certifications: 4+ years of experience in securities operations or financial markets.
Experience
supporting equity, fixed income, or derivatives products. Background in middle-office or back-office operations environments.
Experience
working with financial data and securities platforms. Technical Skills: Knowledge of securities pricing, analytics, and corporate actions. Understanding of investment products, services, and information systems.
Experience
with securities processing platforms and workflows. Knowledge of fixed-income instruments and valuation methodologies. Soft Skills: Strong analytical, mathematical, and problem-solving abilities. Excellent verbal and written English communication skills. Ability to work independently with minimal supervision. Strong attention to detail and data accuracy. Fast learner with a proactive, team-oriented mindset. Ability to manage complex processes and stakeholder interactions.
Work Shift
Timings - 12:30 PM /1:30 PM – 9:00 PM /10:00 PM, 2:30 PM – 11:00 PM IST / 5:00 PM – 1:30 AM IST
Experience
our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. Hear more from our employees By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Highlights of our benefits include: Professional development growth opportunities through in-house classes and over 150 Web-based training courses An educational assistance program to financially help employees seeking continuing education Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents) Life insurance for protection of employees’ families Personal accident insurance for protection of employees and their families Personal loan assistance Employee Stock Investment Plan (ESIP) 12 weeks Paternity leave Onsite fitness center, recreation center, and cafeteria Transport facility Child day care facility for women employees Cricket grounds and gymnasium Library Health Center with doctor availability HDFC ATM on the campus Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response. When you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours. At Franklin Templeton, we embrace individual differences and value experience and perspectives brought by talent from around the world. And, although we are all different, we all have one thing in common – we are dedicated to what we do. So whether you’re just starting your career journey, are well on your way, or are seeking a new direction, you’'ll find the support you need to grow your career with us. Come, join us, and help us shape the future of the global asset management industry!