Investment Technology Business Solutions Lead - (Franklin Equity)

Franklin Templeton; San Mateo (CA); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

3 weeks PTO

Health coverage

401(k) match

ESIP equity plan

LEAP education assistance

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

Power BI dashboards

Excel

SharePoint

Python scripting

Data integration

AI / LLM tools

Financial data platforms

Stakeholder communication

Education

Bachelor's degree

Master's degree preferred

Tools

Power BI

SharePoint

Python scripting

Git/Bitbucket

PowerApps

Snowflake

Job description

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.

About The Role

Franklin Equity is seeking an Investment Technology Business Solutions Lead to 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.

How You Will Add Value

• 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.

What Will Help You Be Successful in This Role

• 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

• Bachelor’s degree required; master’s 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 Schedule and Location

• 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 rewards—monetary 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 $140,000 to $190,000, 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.

#ASSOCIATE

Highlights Of Our Benefits Include

• 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.