Investment Technology Business Solutions Lead - (Franklin Equity)

About The Role

Franklin Equity is seeking an Investment Technology Business Solutions Lead to serve as the strategic bridge between our investment professionals and technology teams. This highly visible role will partner closely with the Director of Strategic Planning & Operations, Chief Investment Officers, portfolio managers, research analysts, operations leaders, and technology stakeholders to improve how the investment team uses data, reporting, automation, and artificial intelligence. The successful candidate will combine strong investment management business acumen with hands-on technical expertise to design and deliver practical solutions that improve research workflows, portfolio management processes, operational efficiency, reporting, and decision-making. This person will be expected to build Power BI dashboards and reporting tools, identify opportunities to automate manual processes, support AI adoption, and partner with internal technology teams and external vendors to deliver scalable business solutions. This role is ideal for a hands-on technology professional who enjoys understanding complex business problems, translating needs into solutions, influencing senior stakeholders, and helping an investment organization use technology more effectively. The position will report to the Director of Strategic Planning and Operations for Franklin Equity.

How You Will Add Value

• Serve as a trusted technology partner to Franklin Equity leadership and investment teams.
• Partner with Director of Strategic Planning & Operations, CIOs, portfolio managers, analysts, and operations leaders to understand business priorities.
• Design, build, and maintain Power BI dashboards for fund and portfolio reporting.
• Develop reporting solutions for performance, activity, holdings, portfolio statistics, and operations.
• Identify opportunities to improve investment research, portfolio management, and operational workflows.
• Translate business needs into clear requirements for technology teams and vendors.
• Partner with Franklin Templeton Technology teams to prioritize and deliver business solutions.
• Collaborate with vendors such as FactSet, Bloomberg, and other financial data providers.
• Evaluate tools, data sources, and integrations that can improve reporting and decision-making.
• Champion practical AI use cases across investment research, portfolio management, and operations.
• Help business users adopt new tools through communication, training, and change management.
• Lead cross-functional initiatives from concept through implementation and ongoing enhancement.
• Develop and maintain governance practices for data, reporting, dashboards, and shared tools.
• Support the development and improvement of Franklin Equity shared information resources.

Required Experience

What Will Help You Be Successful in This Role

• 5+ years experience in investment management, financial services, technology, analytics, or business transformation.
• Experience partnering with senior business stakeholders to understand needs and deliver solutions.
• Experience leading projects or initiatives across business, technology, and vendor teams.
• Experience translating business requirements into practical technology or reporting solutions.
• Demonstrated ability to work independently while collaborating across teams.

Required Technical Skills

• Hands-on experience building dashboards and reporting solutions in Power BI.
• Advanced Microsoft Excel skills, including data analysis and manipulation.
• Experience with SharePoint or similar collaboration and content management platforms.
• Experience with Python scripting, automation, or related workflow improvement tools.
• Understanding of data integration concepts, application programming interfaces, or database tools.
• Familiarity with artificial intelligence tools, large language models, or Microsoft Copilot.
• Experience with financial data platforms such as FactSet, Bloomberg, or similar systems.

Business And Communication Skills

• Strong business judgment and curiosity about investment management workflows.
• Ability to communicate technical concepts clearly to non-technical business users.
• Ability to influence stakeholders and build alignment around priorities and solutions.
• Strong problem-solving skills and comfort working through ambiguity.
• Highly organized, proactive, and able to manage multiple priorities.
• Enthusiasm for learning new technologies and applying them to business needs.

Education

• Bachelor's degree required; master's degree preferred.
• Degree in business, finance, information technology, computer science, data analytics, or a related field preferred.

Preferred Qualifications

• Experience supporting investment research, portfolio management, investment operations, or front-office reporting.
• Experience in asset management, wealth management, investment consulting, or capital markets.
• Experience and/or expertise with range of programs: Microsoft Excel (advanced), Power BI, SharePoint, Python scripting/automation, AI (LLM tools, MSFT Co-Pilot, AI/ML concepts), Development/automation tools (Git/Bitbucket, PowerApps, etc), Data/integration tools (Snowflake, REST, APIs, etc), Financial data platforms (FactSet, Bloomberg).
• Experience helping business teams evaluate and adopt artificial intelligence or automation solutions.
• Experience developing technology roadmaps, governance models, or scalable reporting frameworks.

Work Schedule and Location

• Work Location: San Mateo CA, Short Hills NJ, or New York City
• In office 4 days per week

Pay

We expect the annual salary for this position to range between $140,000 to $190,000, based on experience, plus an annual discretionary bonus, depending on location and level of relevant experience.

Benefits

• Annual discretionary bonus
• 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
• Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
• Comprehensive benefits package including competitive medical, dental, and vision insurance, and disability benefits
• Learning Education Assistance Program (LEAP) for ongoing growth and career advancement
• Reimbursement for certain education expenses
• Paid time off: Three weeks of PTO in your first year, plus holidays, sick leave, parental & caregiving leave, bereavement, volunteering time, and floating holidays
• Employee Investment Benefits: Opportunity to purchase company funds with no sales charge
• Recognition rewards
• Motivational well-being program