Specialist-Investment & Trade Client Services - Corporate Actions

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 Corporate Actions team plays a vital role in supporting global investment operations by managing the complete lifecycle of corporate action events and ensuring critical market deadlines are met. Working at the intersection of investment management, operations, and client service, the team partners with portfolio managers, custodians, and colleagues around the world to evaluate events, coordinate decisions, and execute transactions accurately. This is an opportunity to join a collaborative, highly visible team where your analytical skills, attention to detail, and ability to thrive in a dynamic environment will make a direct impact on investment outcomes.

How You Will Add Value

Core Responsibilities

• You will manage the full lifecycle of voluntary corporate actions, from event announcement through final settlement.
• You will analyze corporate action events, assess their impact on portfolios, and communicate available options, deadlines, risks, and participation requirements to stakeholders.
• You will take ownership of complex and high-impact events, coordinating with Portfolio Management, Trading, Custodians, Legal, Compliance, Tax, and Operations teams.
• You will review and validate analyses, elections, instructions, and processing completed by other team members.
• You will build strong relationships with internal and external stakeholders to support event execution and resolve issues.
• You will maintain accurate event records and ensure internal systems are updated with the latest information.
• You will prepare reports, track key metrics, and provide updates on event status and impacts.
• You will ensure activities are completed in accordance with market requirements, regulations, and internal policies.
• You will identify opportunities to improve processes, controls, reporting, and operational efficiency.
• You will support testing, automation, and system enhancement initiatives.
  
  

Experience

What will help you be successful in this role

• 5 years of corporate actions experience.
• Experience reviewing work and performing quality control activities.
• Strong knowledge of financial markets, investment products, and regulations.
  
  

Technical Skills

• Experience with Aladdin, IMActions, SimCorp Dimension, and Bloomberg.
• Advanced Microsoft Excel skills.
• Experience with Power BI, automation, reporting, or process improvements is preferred.
  
  

Soft Skills

• Strong analytical and problem-solving abilities.
• Excellent attention to detail and sound professional judgment.
• Effective communication and stakeholder management skills.
• Ability to prioritize work in a deadline-driven environment.
• Collaborative approach and commitment to knowledge sharing.
  
  

Work Schedule & Location

• The team operates a 24 x 5 service model using follow-the-sun coverage. The role requires minimum availability during U.S. Eastern Time hours. The role is hybrid, in office 3-days a week, with 37.5 hours a week. 8:30am-5:00pm are the expected working hours.
  
  

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $80,000 - $86,000, depending on location and level of relevant experience, plus discretionary bonus.

#MID_SENIOR_LEVEL

At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

Highlights Of Our Benefits Include

• Paid Time Off: Three weeks of PTO in your first year
• Health Coverage: Competitive medical, dental, and vision insurance to support your well-being
• Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
• Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
• Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
• Employee Investment Benefits: Opportunity to purchase company funds with no sales charge
  
  

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.