At a Glance
- Tasks: Support trading activities and enhance client outcomes in a dynamic financial environment.
- Company: Franklin Templeton, a forward-thinking asset manager with a diverse and inclusive culture.
- Benefits: Flexible working arrangements, professional development, and a supportive team atmosphere.
- Other info: Opportunities for career growth and a commitment to diversity and inclusion.
- Why this job: Join a global team to drive operational efficiency and make a real impact in finance.
- Qualifications: 8-12 years in investment operations or front-office support, with strong leadership skills.
The predicted salary is between 60000 - 80000 £ per year.
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.
About the department
The Middle Office Client Services PM & Trading Services team serves as a strategic operational partner to Franklin Templeton’s Portfolio Management and Trading functions, providing end-to-end support for trading activities, new product launches, market onboarding, and complex investment operations. Working closely with front-office, risk, compliance, technology, and external counterparties, the team helps drive operational efficiency, mitigate risk, and deliver seamless support across global markets and asset classes.
Core Responsibilities
- You will serve as a trusted operational partner to Portfolio Managers and Traders.
- You will provide expert support across trading activities, market onboarding, and investment operations.
- You will act as the primary contact for complex product, market, and technology-related queries.
- You will lead cross-functional initiatives that enhance front-office support and client outcomes.
- You will coordinate with business, operations, technology, and external partners to resolve issues.
- You will represent Middle Office Client Services on strategic projects, technical forums, and industry initiatives.
- You will support the development and launch of new products, markets, and investment capabilities.
What will help you be successful in this role
Education and Experience
- 8–12 years of experience in Global Trade Support, investment operations, or front-office support functions.
- Experience within asset management, mutual funds, investment banking, or related financial services environments.
- Proven ability to lead complex issue resolution across operations, technology, and business teams.
- Advanced knowledge of securities products, market structures, trade lifecycle processes, and settlements.
- Advanced relationship management experience with custodian banks, counterparties, and key stakeholders.
- Strong leadership, communication, and interpersonal skills, with the ability to influence cross-functional teams.
- MBA, Claritas, CISI Investment Administration Qualification, SOTC, or similar industry qualifications are advantageous.
- Six Sigma Green Belt, local securities qualifications, or comparable process improvement experience preferred.
Senior Specialist - Middle Office Client Services in Edinburgh employer: Franklin Templeton
Franklin Templeton is an exceptional employer, offering a vibrant work culture in the heart of London that fosters collaboration and innovation. Employees benefit from comprehensive professional development opportunities, enabling them to grow their careers while engaging with senior stakeholders in a dynamic market environment. With a commitment to diversity and inclusion, Franklin Templeton provides a supportive atmosphere where every team member can thrive and make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Specialist - Middle Office Client Services in Edinburgh
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Franklin Templeton. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Specialist - Middle Office Client Services in Edinburgh
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Franklin Templeton.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Franklin Templeton's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Franklin Templeton
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Franklin Templeton.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Franklin Templeton will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Franklin Templeton employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
