Specialist Middle Office Client Services
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Job Summary
At Franklin Templeton were advancing 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 thats both broad and unique. From our welcoming inclusive and flexible culture to our global and diverse business we provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
We are looking for a Specialist - Middle Office Client Services (MOCS) to join our Investment Operations and Services Team based in Singapore.
The Specialist will deliver complex analytical operational and client service support to Trading and Portfolio Management teams. The role leads oversight of complex funds to ensure accuracy and timely delivery acts as the first escalation point for team queries and supports training and workflow coordination. It also provides advanced technical market and product expertise to resolve issues impacting Portfolio Management Trading and Investment Book of Record (IBOR) systems.
Core Responsibilities:
Serve as escalation contact for Front Office (Trading and Portfolio Management) on operational matters supporting complex portfolio transactions requiring coordination and providing advanced guidance on internal systems.
Manage relationships across Portfolio Managers Traders internal operational teams (Client Service Trade Processing IBOR Investment Compliance) and external clients to resolve complex issues track through to resolution and ensure seamless operational support.
Lead and participate in Front Office Counterparty and Custodian service review meetings including performance scoring and reviews with internal stakeholders and management.
Provide ad hoc reporting on benchmarking exception reviews and financial impacts including risks and benefits.
Strategic Responsibilities:
Monitor failed and incomplete trades ensuring resolution with Front Office while tracking error trends across products counterparties and custodians to drive continuous improvement.
Contribute to risk management activities including risk assessments incident documentation (gaps errors potential failure points) and disaster recovery testing and preparedness.
Act as subject matter expert supporting process and workflow enhancements risk reduction initiatives system improvements and UAT testing.
Support onboarding and account events including fund launches mergers conversions share class launches liquidations in-specie transfers and custodian changes ensuring successful execution and Day 1 readiness; recommend support models with Supervisor or Manager input.
Team & Collaboration:
Support team development through training task allocation and workflow planning while helping build overall team capability.
Develop solutions to critical business issues and present recommendations to management contributing to cross-functional and departmental projects including leading selected initiatives.
Build market and product knowledge by tracking industry trends and new products collaborating with Network Management teams to deepen local market understanding and incorporating insights from industry forums into team practices.
Experience Education & Certifications:
Bachelors degree or equivalent experience in Finance Accounting or Economics.
6 years of related experience in global trade support or client-facing roles.
Mutual funds or investment banking experience is preferred.
Technical Skills:
Advanced knowledge of securities products trade lifecycle and settlements.
Experience with Power BI Power Automate Alteryx Snowflake and Aladdin.
Soft Skills:
Strong leadership interpersonal and problem-solving skills.
Ability to work across operations and technology teams in high-pressure situations.
Strong relationship management with counterparties and custodian banks.
#MIDSENIORLEVEL
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests lifestyle or background theres 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.
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 lifes adventures taking care of your family members or making a positive impact in your community we aim to have them covered
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 . 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.
Required Experience:
IC
About Company
Franklin Templeton Investments is a global investment manager. At the core of our business are multiple world-class investment management groups – Franklin, Templeton and Mutual Series – each operating independently and offering their distinct perspectives to financial advisors and th ... View more
