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.

At Franklin Templeton, we’re driving 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 offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

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

What is the Middle Office – Client Services group responsible for?

The Middle Office – Client Services team serves as a critical link between Portfolio Management, Trading, Operations, and external custodians to support the daily management of client portfolios. This team is responsible for monitoring cash activity, facilitating cash movements, resolving operational issues, and ensuring accurate cash reporting across a broad range of fixed income investment strategies.

Working in a fast-paced environment, the team partners with internal stakeholders and external service providers to help ensure the smooth execution of day-to-day investment operations while delivering a high level of service to both internal and external clients.

What are the ongoing responsibilities of a Middle Office – Client Services Associate?

• Perform daily cash reconciliations for fixed income portfolios using information received from external custodians.

• Monitor daily cash balances and communicate projected cash positions to Portfolio Managers and Fixed Income Traders.

• Coordinate cash movements while ensuring timely communication with internal teams and external counterparties.

• Investigate and resolve cash breaks, reconciliation discrepancies, and other operational exceptions.

• Serve as a liaison between Trading, Portfolio Management, Investment Operations, and external custodians to resolve outstanding issues.

• Support trade settlement activities and ensure accurate processing of cash-related transactions.

• Maintain strong relationships with internal business partners and external service providers to ensure timely issue resolution.

• Participate in process improvement initiatives and assist with special projects designed to enhance operational efficiency.

• Contribute to a collaborative team environment while meeting daily deadlines and maintaining a high level of accuracy.

What qualifications, skills, and experience would help someone succeed in this role?

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field.

• 2–4 years of experience in investment operations, middle office, cash management, client services, or a related financial services environment.

• Working knowledge of fixed income products, including Treasuries, Corporate Bonds, Mortgage-Backed Securities, Emerging Markets Debt Municipal Securities, and High Yield securities Money Market Securities.

• Strong analytical, organizational, and problem-solving skills.

• Excellent verbal and written communication skills with the ability to build relationships across multiple business groups.

• Ability to manage competing priorities in a fast-paced, deadline-driven environment.

• High attention to detail with a commitment to accuracy.

Preferred Qualifications

• Experience working with investment accounting or portfolio management platforms such as InvestOne or SmartStream.

• Familiarity with Bloomberg, Alladin, and custody bank platforms.

• Advanced proficiency in Microsoft Excel and other Microsoft Office applications.

• Experience supporting institutional investment management or fixed income po