Investment Technology Solutions Lead
Franklin Templeton
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Benefits offered by this job
Job summary
Franklin Templeton in New York is seeking an Investment Technology Business Solutions Lead to bridge investment teams with technology, delivering practical solutions for reporting, automation, and AI adoption. You will design Power BI dashboards, translate needs into tech specifications, and collaborate with external vendors.
Reporting to the Director of Strategic Planning & Operations for Franklin Equity, you will work with senior stakeholders, lead cross‑functional initiatives, and help
Qualifications
- 5+ years in investment management, financial services, analytics, or business transformation.
- Experience partnering with senior stakeholders to understand needs and deliver solutions.
- Ability to translate business requirements into practical technology or reporting solutions.
Responsibilities
- Design, build, and maintain Power BI dashboards for fund reporting.
- Develop reporting solutions for performance, activity, holdings, and operations.
- Identify opportunities to automate manual workflows and improve research processes.
- Collaborate with CIOs, portfolio managers, analysts, and operations leaders.
- Partner with vendors and internal IT to implement data integrations and AI use cases.
- Develop governance for data, reporting, dashboards, and shared tools.
Skills
Education
Tools
Job description
Franklin Templeton in New York is seeking an Investment Technology Business Solutions Lead to bridge investment teams with technology, delivering practical solutions for reporting, automation, and AI adoption. You will design Power BI dashboards, translate needs into tech specifications, and collaborate with external vendors.
Reporting to the Director of Strategic Planning & Operations for Franklin Equity, you will work with senior stakeholders, lead cross‑functional initiatives, and help
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