Specialist, Investment and Trade Client Services
About The Position
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. As Specialist, Investment and Trade Client Services, you are responsible for processing all corporate actions related to fixed income instruments. These include, but are not limited to consent solicitations, options to call issues, options to put issues, redemption offers, conversions, exchanges, tender offers and final payments. To thrive in the Investment and Trade Client Services team, you can successfully juggle multiple priorities and are invigorated to work in a deadline driven environment. No two days are the same as you manage relationships with our Custodian Banks and internal stakeholders that include the front office, Client Services & Marketing and Legal & Compliance.
Requirements
- Excellent verbal and written communication skills.
- Strong Microsoft Excel and overall computer proficiency.
- Strong analytical and problem-solving skills with exceptional attention to detail.
- Ability to work effectively in a fast-paced, deadline-driven environment.
- Bachelor's degree in a related field or equivalent relevant experience.
Nice To Haves
- Previous experience in a fixed income environment is preferred.
Responsibilities
- Complete all related paperwork associated with a corporation action (e.g., holdings certification).
- Maintain Corporate Action database in line with information received from custodians and information providers.
- Handle and process time critical information. Process all mandatory and voluntary corporate actions.
- Monitor Portfolio Manager decisions, confirm preclearance and respond to the custodian in the required timeframes.
- Ensure acknowledgement of receipt of instruction for all custodians.
- Process all actions in Invest One and Advanced Trading Platform, as appropriate.
- Resolve complex problems relating to changing positions / transactions during corporate action periods and deal with brokers to ensure positions are protected.
- Monitor voluntary corporate actions to ensure full entitlement is received.
- Closely monitor all detail and understand the risks associated with time sensitive information.
- Ensure full compliance with internal procedures and controls.
- Develop and implement new initiatives and assist with process re-engineering projects for all corporate action related initiatives including internal technology improvements as well as implementing external custodian-based solutions.
Benefits
- Three weeks of PTO in your first year
- Competitive medical, dental, and vision insurance to support your well-being
- 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
- Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
- Opportunity to purchase company funds with no sales charge
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
