Investment Technology Business Solutions Lead (Franklin Equity)

At Franklin Templeton we believe success is built through powerful partnerships. As a forward thinking asset manager we build dynamic relationships with clients understand their goals and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented global teams bring expertise that is both broad and unique.

From our welcoming inclusive and supportive culture to our globally diverse business we offer opportunities not only to help you reach your potential but also to contribute to our clients success.

Franklin Equityis seeking anInvestment Technology Business Solutions Leadto serve as the strategic bridge between our investment professionals and technology teams. This highly visible role will partner closely with the Director of Strategic Planning & Operations Chief Investment Officers portfolio managers research analysts operations leaders and technology stakeholders to improve how the investment team uses data reporting automation and artificial intelligence.

The successful candidate will combine strong investment management business acumen with hands-on technical expertise to design and deliver practical solutions that improve research workflows portfolio management processes operational efficiency reporting and decision-making. This person will be expected to build Power BI dashboards and reporting tools identify opportunities to automate manual processes support AI adoption and partner with internal technology teams and external vendors to deliver scalable business solutions.

This role is ideal for a hands-on technology professional who enjoys understanding complex business problems translating needs into solutions influencing senior stakeholders and helping an investment organization use technology more effectively. The position will report to the Director of Strategic Planning and Operations for Franklin Equity.

• Serve as a trusted technology partner to Franklin Equity leadership and investment teams.

• Partner with Director of Strategic Planning & Operations. CIOs portfolio managers analysts and operations leaders to understand business priorities.

• Design build and maintain Power BI dashboards for fund and portfolio reporting.

• Develop reporting solutions for performance activity holdings portfolio statistics and operations.

• Identify opportunities to improve investment research portfolio management and operational workflows.

• Translate business needs into clear requirements for technology teams and vendors.

• Partner with Franklin Templeton Technology teams to prioritize and deliver business solutions.

• Collaborate with vendors such as FactSet Bloomberg and other financial data providers.

• Evaluate tools data sources and integrations that can improve reporting and decision-making.

• Champion practical AI use cases across investment research portfolio management and operations.

• Help business users adopt new tools through communication training and change management.

• Lead cross-functional initiatives from concept through implementation and ongoing enhancement.

• Develop and maintain governance practices for data reporting dashboards and shared tools.

• Support the development and improvement of Franklin Equity shared information resources.

Required Experience

• 5 experience in investment management financial services technology analytics or business transformation.

• Experience partnering with senior business stakeholders to understand needs and deliver solutions.

• Experience leading projects or initiatives across business technology and vendor teams.

• Experience translating business requirements into practical technology or reporting solutions.

• Demonstrated ability to work independently while collaborating across teams.

Required Technical Skills

• Hands-on experience building dashboards and reporting solutions in Power BI.

• Advanced Microsoft Excel skills including data analysis and manipulation.

• Experience with SharePoint or similar collaboration and content management platforms.

• Experience with Python scripting automation or related workflow improvement tools.

• Understanding of data integration concepts application programming interfaces or database tools.

• Familiarity with artificial intelligence tools large language models or Microsoft Copilot.

• Experience with financial data platforms such as FactSet Bloomberg or similar systems.

Business and Communication Skills

• Strong business judgment and curiosity about investment management workflows.

• Ability to communicate technical concepts clearly to non-technical business users.

• Ability to influence stakeholders and build alignment around priorities and solutions.

• Strong problem-solving skills and comfort working through ambiguity.

• Highly organized proactive and able to manage multiple priorities.

• Enthusiasm for learning new technologies and applying them to business needs.

Education

• Bachelors degree required; masters degree preferred.

• Degree in business finance information technology computer science data analytics or a related field preferred.

Preferred Qualifications

• Experience supporting investment research portfolio management investment operations or front-office reporting.

• Experience in asset management wealth management investment consulting or capital markets.

• Experience and/or expertise with range of programs:

• Microsoft Excel (advanced) Power BI SharePoint Python scripting/automation

• AI (LLM tools MSFT Co-Pilot AI/ML concepts)

• Development/automation tools (Git/Bitbucket PowerApps etc)

• Data/integration tools (Snowflake. REST APIs etc)

• Financial data platforms (FactSet Bloomberg)

• Experience helping business teams evaluate and adopt artificial intelligence or automation solutions.

• Experience developing technology roadmaps governance models or scalable reporting frameworks.

• Work Location:San Mateo CA Short Hills NJ or New York City

• In office 4 days per week

Compensation Range:Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to support their well-being and recognize their time talents and results. Along with base compensation employees are eligible for an annual discretionary bonus a 401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare options insurance and disability benefits employee stock investment program learning resources career development programs reimbursement for certain education expenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program. We expect the annual salary for this position to range between $140000 to $190000 based on experience plus an annual discretionary bonus depending on location and level of relevant experience.

Staffing Agency Disclaimer:

Please note that we are not engaging staffing agencies or external recruiters for this position. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions and no agency or search fees will be paid.

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At Franklin Templeton we believe your benefits should support your life your goals and your future. Thats why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

- Paid Time Off: Three weeks of PTO in your first year

- Health Coverage: Competitive medical dental and vision insurance to support your well-being

- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions up to IRS limits

- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities

- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement

- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.