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About the Role

Franklin Equity is seeking an Investment Technology Business Solutions Lead to serve as the strategic bridge between investment professionals and technology teams. This role will partner closely with leadership 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.

Responsibilities

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.

Requirements

5+ years of 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.
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.

Skills

Power BI dashboard and reporting solution development
Advanced Microsoft Excel skills
SharePoint or similar collaboration and content management platforms
Python scripting, automation, or related workflow improvement tools
Data integration concepts, application programming interfaces, or database tools
Artificial intelligence tools, large language models, or Microsoft Copilot
Financial data platforms such as FactSet, Bloomberg, or similar systems

Location

San Mateo CA
Short Hills NJ
New York City

Work Type

In office 4 days per week

Experience Level

5+ years

Education Level

Bachelor’s degree required
Master’s degree preferred
Degree in business, finance, information technology, computer science, data analytics, or a related field preferred

Salary/Compensations

$140,000 to $190,000

Benefits

Annual discretionary bonus
401(k) plan with a generous match
Recognition rewards
Comprehensive benefits package
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)
Motivational well-being program
Three weeks of PTO in your first year
Competitive medical, dental, and vision insurance
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)
Opportunity to purchase company funds with no sales charge

About the Company

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.

Equal Opportunity

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.