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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 department:
Our Middle Office Client Services team supports trading, investment operations, and loan administration across complex financial instruments. Working closely with Traders, Portfolio Managers, Legal, Compliance, and external partners, the team ensures accurate settlements and strong operational controls. Team members gain exposure to sophisticated loan products, contribute to process improvements, and build valuable cross-functional relationships in a dynamic environment.
You will lead, coach, and develop bank loan operations team members.
You will oversee trade capture, allocations, and lifecycle events.
You will manage primary and secondary loan settlements.
You will resolve settlement exceptions and reconciliation breaks.
You will oversee corporate actions and loan restructuring activities.
You will maintain security master data accuracy and integrity.
You will oversee workflows across Aladdin, Wall Street Office, ClearPar, and related platforms.
You will coordinate testing, upgrades, conversions, and platform migrations.
You will ensure compliance with operational controls and audit requirements.
You will drive automation, efficiency, and process improvement initiatives.
You will lead team meetings and support management coverage.
Experience, Education & Certifications:
Bachelor’s degree in Finance, Accounting, Business, or a related discipline.
Minimum 5 years of bank loan operations experience.
Previous people leadership or supervisory experience.
Technical Skills:
Strong knowledge of syndicated loan operations and settlements.
Experience with reconciliations, corporate actions, and lifecycle events.
Familiarity with Aladdin, Wall Street Office (WSO), ClearPar, and similar platforms.
Advanced Microsoft Excel skills, including macros.
Soft Skills:
Strong leadership and team development capabilities.
Excellent problem-solving and analytical skills.
Effective communication and stakeholder management skills.
Ability to manage competing priorities and deadlines.
Collaborative approach and attention to detail.
Work Shift Timings - 6:00 PM - 3:00 AM IST
At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.
Highlights of our benefits include:
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.
