Specialist - Middle Office Client Services

Specialist - Middle Office Client Services (MOCS)

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

We are looking for a Specialist - Middle Office Client Services (MOCS) to join our Investment Operations and Services Team based in Singapore.

The Specialist will deliver complex analytical, operational, and client service support to Trading and Portfolio Management teams. The role leads oversight of complex funds to ensure accuracy and timely delivery, acts as the first escalation point for team queries, and supports training and workflow coordination. It also provides advanced technical, market, and product expertise to resolve issues impacting Portfolio Management, Trading, and Investment Book of Record (IBOR) systems.

How You Will Add Value?

Core Responsibilities:

• Serve as escalation contact for Front Office (Trading and Portfolio Management) on operational matters, supporting complex portfolio transactions requiring coordination and providing advanced guidance on internal systems.
• Manage relationships across Portfolio Managers, Traders, internal operational teams (Client Service, Trade Processing, IBOR, Investment Compliance), and external clients to resolve complex issues, track through to resolution, and ensure seamless operational support.
• Lead and participate in Front Office, Counterparty, and Custodian service review meetings, including performance scoring and reviews with internal stakeholders and management.
• Provide ad hoc reporting on benchmarking, exception reviews, and financial impacts, including risks and benefits.

Strategic Responsibilities:

• Monitor failed and incomplete trades, ensuring resolution with Front Office while tracking error trends across products, counterparties, and custodians to drive continuous improvement.
• Contribute to risk management activities, including risk assessments, incident documentation (gaps, errors, potential failure points), and disaster recovery testing and preparedness.
• Act as subject matter expert supporting process and workflow enhancements, risk reduction initiatives, system improvements, and UAT testing.
• Support onboarding and account events including fund launches, mergers, conversions, share class launches, liquidations, in-specie transfers, and custodian changes, ensuring successful execution and Day 1 readiness; recommend support models with Supervisor or Manager input.

Team & Collaboration:

• Support team development through training, task allocation, and workflow planning, while helping build overall team capability.
• Develop solutions to critical business issues and present recommendations to management, contributing to cross-functional and departmental projects, including leading selected initiatives.
• Build market and product knowledge by tracking industry trends and new products, collaborating with Network Management teams to deepen local market understanding, and incorporating insights from industry forums into team practices.

What Will Help You Be Successful in This Role?

Experience, Education & Certifications:

• Bachelor's degree or equivalent experience in Finance, Accounting, or Economics.
• 6+ years of related experience in global trade support or client-facing roles.
• Mutual funds or investment banking experience is preferred.

Technical Skills:

• Advanced knowledge of securities products, trade lifecycle, and settlements.
• Experience with Power BI, Power Automate, Alteryx, Snowflake, and Aladdin.

Soft Skills:

• Strong leadership, interpersonal, and problem-solving skills.
• Ability to work across operations and technology teams in high-pressure situations.
• Strong relationship management with counterparties and custodian banks.

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Hear more from our employees

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

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.