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!

What is the Senior Specialist - Investment & Trade Client Services - Investment Ops Brandywine Group responsible for?

The Securities Operations team supports the creation, maintenance, and oversight of securities and related analytics data.  This includes security master, analytics, valuation, corporate actions, and proxy voting.  The candidate will correspond and interact with Trading, Compliance, Client Service, Technology and other internal teams at Brandywine Global, as well as with vendors and other third party data providers. Participation in meetings directly related to these tasks is expected.

This position requires an individual who possesses the personal attributes and the professional experience consistent with the Firm’s high standards of conduct and performance. In performing the job, the individual must demonstrate behaviors consistent with the company core values including:

Act with Integrity:

Demonstrates values and ethics aligned to BGIM and is looked to for guidance on standards and norms

Follows through on commitments

Viewed as direct and truthful

Shows consistency between words and actions

Keeps confidences

Take Ownership:

Feels a sense of personal responsibility in seeing tasks to completion

Works and thinks like a team member – owns their responsibilities while also considering the enterprise impact

Takes personal accountability for decisions, actions and outcomes.

Takes an active role in managing their own career development

Be Curious. Challenge Conventional Thinking:

Introduces new ways of looking at problems

Experiments and finds new solutions

Has the courage to push back and ask questions that advance the group’s thinking

Debate with an Open Mind:

Uses compelling arguments in representing own interests while actively seeking to understand different perspectives

Steps up to address difficult issues, says what needs to be said

Champions an idea or position despite dissent or political risk

Build Strong Diverse Relationships:

Relates openly and comfortably with diverse groups of people.  This includes diversity in the broadest sense – diversity of thought and functional expertise in addition to race, gender, ethnicity, sexual orientation.

Builds effective formal and informal relationships inside and outside the organization – including co-workers, clients, vendors and parent company, Legg Mason.

Draws upon multiple relationships to exchange

ideas, resources, and know-how

Embraces the spirit of collegiality, mutual respect and teamwork

Strive for Balance:

Prioritizes business needs with an understanding personal reality

Understands and considers competing agendas and priorities within the firm when making decisions

What are the ongoing responsibilities of a Senior Specialist -Investment & Trade Client Services?

Maintain and update security reference data on multiple platforms including the accounting platform & Order Management Systems used by the firm.

Adhere and exercise firm valuation policy and procedures

Process day-to-day securities pricing, pricing challenges due to outliers, corporate actions data feeds, and security master file and analytics integrity, investigating any exceptions, raising issues to the appropriate stakeholders

Liaise with Pricing Vendors, Operations, Performance, Investment Teams and Traders, Valuation Council & Custodians to create solutions to complex challenges

Govern the Proxy Voting process, working within the proxy system as well as directly with front office personnel and legal teams

Work within established processes to communicate voluntary corporate actions with the front office teams as well as custodians and process within the accounting platform & Order Management Systems

Assist with oversight of benchmark providers, engaging in exceptions as well as sourcing and implementing new data when necessary

Mentor and assist in the training of new employees

Maintain all valuation related documentation and supply such information for internal and external audits/inquiries in a timely fashion

Update and manage securities analytics values within the accounting platform in accordance with Brandywine's approved analytics hierarchy.

Constantly improve data quality frameworks and best practices

Assist in user acceptance testing, documentation, implementation, data quality processes, and controls

What ideal qualifications, skills & experience would help someone to be successful?

Pro-active team orientation, with above average oral and written communication skills

Strong analytical, mathematical, and fast learning skills

Ability to problem solve within complex processes

Experience with various security types including pricing, analytics and corporate actions

Ability to work independently with minimal supervision

Must possess a high attention to detail to recognize discrepancies

Education/Experience:

5+ years' experience working with equity, fixed income or derivatives markets and financial data

Strong knowledge of investment products and services and information systems

Experience in Back or Middle Office Operations with an emphasis on securities markets

Knowledge of various securities processing platforms

Knowledge of fixed income instruments and valuation inputs

Requirements:

This position requires an individual who possesses the personal attributes and the professional experience consistent with the Firm’s high standards of conduct and performance.  In performing the job, the individual must:

Always act in the best interests of clients,

Continuously evaluate and escalate areas of risk to the Firm,

Work cohesively and effectively with people across all functions, and

Comply with all Firm policies and procedures.  Accordingly, it is expected that the individual is of high moral character, well-organized and self-directed, with strong interpersonal skills and an ability to execute work objectives in a dynamic, fast-paced environment.

Work Shift Timing - 8:30 PM - 5:30 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.