Investment Technology Business Solutions Lead

Franklin Templeton

Investment Technology Business Solutions Lead develops innovative tech solutions to improve investment workflows. Partnering with executives to enhance business efficiency and decision-making.

Posted 7/20/2026full-timeSan Mateo • California, New Jersey, New York • 🇺🇸 United StatesSenior💰 $140,000 - $190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and maintaining Power BI dashboards and reporting solutions, with a strong understanding of investment management workflows and data integration concepts. Proven ability to partner with senior stakeholders, translate business needs into technology solutions, and lead cross-functional initiatives.

Highest-signal resume keywords

Power BI Dashboard DevelopmentInvestment Management ExperienceData Integration ConceptsPython ScriptingStakeholder Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Power BIMicrosoft ExcelData AnalysisReporting SolutionsPython ScriptingData IntegrationApplication Programming InterfacesFinancial Data PlatformsAutomation ToolsChange Management

Soft Skills

Strong Problem-Solving SkillsAbility to Influence StakeholdersHighly OrganizedProactiveCuriosity About Investment Management Workflows

Tools & Technologies

SharePointFactSetBloombergMicrosoft CopilotCollaboration Platforms

Industry Keywords

Investment ManagementFinancial ServicesBusiness TransformationAnalyticsGovernance Practices

Tech Stack

Tools & technologies

Python

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

5+ years of 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
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
Bachelor's degree required; master's degree preferred
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.

Benefits

Comp & perks

401(k) plan with a generous match
Annual discretionary bonus
Recognition rewards
Comprehensive benefits package including healthcare options
Employee stock investment program
Learning resources and career development programs
Reimbursement for certain education expenses
Paid time off including vacation, holidays, and parental leave
Motivational well-being program