Manager, Investment,Operations Manager, Investment,Operations …

Franklin Resources Incorporated
in San Mateo, CA, United States
Permanent, Full time
Be the first to apply
Franklin Resources Incorporated
in San Mateo, CA, United States
Permanent, Full time
Be the first to apply
Manager, Investment,Operations
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Job Description - Manager of Investment Operations and Analytics (831927) Job Description Manager of Investment Operations and Analytics - 831927

At Franklin Templeton, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

We are looking for a Manager of Investment Operations and Analytics with the Franklin Equity Group investment research team in San Mateo, CA.

What is the Franklin Equity Group responsible for?

The Franklin Equity Group (FEG) manages over $100 Billion in actively managed equity mutual funds for our retail and institutional clients. FEG brings together more than six decades of investment experience offering in-depth expertise in managing growth, value and hybrid/balanced equity investment strategies that cover global, regional and sector specialties. FEG uses a disciplined, bottom-up fundamental research process and team-oriented collaborative approach to drive attractive risk adjusted returns.

What are the responsibilities of the Manager of Investment Operations and Analytics?

Research Database Management:

  • Produce high level ongoing and ad hoc reports for the Chief Investment Officer (CIO) and Director of Research.

  • Develop and implement metrics to enable the Director of Research to manage research analysts. Perform database queries to increase transparency for the Director of Research.

  • Lead change management processes which lead to reporting and querying efficiencies to the research database.

  • Develop, implement and manage processes that increase operational effectiveness and enhances the quality and timeliness of information.

  • Ensure the data integrity of the research database.
  • Provide data and charts for presentations.
  • Test new quantitative tools and upgrades to existing applications.
  • Train new research analysts and portfolio managers on applications.

Manage and execute special projects in support of the CIO and Senior Management:

  • Act as a decision support system for Director of Research. Propose, analyze and implement technology solutions from market data vendors and internal IT departments.

  • Assist the CIO with the integration of the new global growth research platform which includes international sites.

  • Work with the CIO to formulate fiscal year plans and drive the department’s strategic, operational, and organizational initiatives.

  • Direct the semiannual broker voting process and assist the Director of Research with broker relationships in order to improve value of sell side and third-party independent research.

Responsible for department budgets:

  • Monitor the controllable expense budget and investigate discrepancies for CIO.

  • Manage the client commission budget and keep the CIO abreast of changes in regulatory environments.

  • Act as a proxy for CIO and collaborate with senior level personnel (VP or Director) in other investment management, information technology, marketing, investment operations, and legal departments.

  • Manage the CIO’s annual performance measurement process for the Senior Management team, as well as the annual performance measurement of portfolio managers and analysts.

What ideal qualifications, skills & experience would help someone to be successful?

  • Undergraduate degree in Finance, Economics, Business, or Information Systems

  • 5 -10 years working within the Mutual Fund industry. Preferably five years spent working with an investment management division.

  • Five years working in or with information technology departments
  • Prior experience managing personnel
  • Experience reporting to senior level management:
  • Exposure to Bloomberg, FactSet, and Thomson Financial products
  • Five years of Project Management experience preferred
  • Knowledge of SQL, Visual Basic, and/or Crystal Reports
  • Microsoft Access, Query, Word, Excel, Project, and Visio proficiency

  • Knowledge of relational databases preferred
  • Strong project management skills and proven experience driving complex, technology-driven initiatives that cross business lines, functions and geographies.

  • Ability to work in a cross-functional capacity enlisting the support and expertise of others throughout the firm.

  • Ability to partner with senior management in other organizations to accomplish objectives.

  • Ability to function both independently and as part of a team. This role will make decisions on behalf of senior management.

  • Ability to perform and prioritize multiple tasks in a fast-paced environment

  • Possess a positive 'get the job done' attitude and remain flexible in an ever-changing environment.

  • Excellent verbal and communication skills
  • Ability to maintain a professional image
  • Ability to work under little supervision
  • Develop solutions to a variety of problems; ensure solutions are consistent with organization objectives

  • Ability to make effective decisions
  • Ability to work with outside departments
What makes Franklin Templeton unique? In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of —the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results. Highlights of our benefits include:
  • Three weeks paid time off the first year
  • Medical, dental and vision insurance
  • 401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits
  • Employee Stock Investment Program
  • Tuition Assistance Program
  • Purchase of company funds with no sales charge
  • Onsite fitness center and recreation center*
  • Onsite cafeteria*
*Only applicable at certain locations We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and . An emphasis on corporate citizenship is embedded in our , and is an important element of how we achieve success. We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, , and see what it means to say, “I AM Franklin Templeton”. Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for 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. We invite you to visit us at to learn more about our company and our career opportunities.
Job Function : Investment Management and Research Primary Location : United States-California-San Mateo Schedule : Full-time Job Posting Date : Feb 6, 2020, 11:14:09 AM

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