Investment Tech & Analytics Lead — Power BI & AI
Franklin Templeton
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Benefits offered by this job
Job summary
Franklin Templeton is seeking an Investment Technology Business Solutions Lead to bridge investment teams and technology. You will design and deliver practical solutions, build Power BI dashboards, and collaborate with CIOs, PMs, analysts, and operations leaders to enhance research workflows and portfolio management.
The role requires hands‑on technical expertise, strong business acumen, and the ability to communicate complex concepts to non‑technical users.
Qualifications
- 5+ years in investment management, financial services, analytics, or business transformation.
- Experience partnering with senior stakeholders to deliver solutions.
- Experience leading cross‑functional projects across business, technology, and vendors.
Responsibilities
- Design, build, and maintain Power BI dashboards for fund and portfolio reporting.
- Develop reporting solutions for performance, activity, holdings, and operations.
- Identify opportunities to improve research workflows and portfolio management processes.
- Translate business needs into clear technical requirements for teams and vendors.
- Lead cross‑functional initiatives from concept through implementation.
Skills
Education
Tools
Job description
Franklin Templeton is seeking an Investment Technology Business Solutions Lead to bridge investment teams and technology. You will design and deliver practical solutions, build Power BI dashboards, and collaborate with CIOs, PMs, analysts, and operations leaders to enhance research workflows and portfolio management.
The role requires hands‑on technical expertise, strong business acumen, and the ability to communicate complex concepts to non‑technical users.
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