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financial management specialist jobs near colinton, edh

Senior Specialist - Middle Office Client Services

Franklin Templeton Investments -
Edinburgh

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Job details

Full-time
14 days ago

Qualifications

Investment
Six Sigma Green Belt
Business processes
Internal department liaison
Master's degree
Business
Leadership
Communication skills

Full job description

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

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.

How you will add value

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.

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.

As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities.

As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.

Apply Now

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Senior Specialist - Middle Office Client Services

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