Investment Technology Business Solutions Lead

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 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. Core Competencies 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 Development Investment Management Experience Data Integration Concepts Python Scripting Stakeholder Communication ATS Optimization Keywords Hard Skills Power BI Microsoft Excel Data Analysis Reporting Solutions Python Scripting Data Integration Application Programming Interfaces Financial Data Platforms Automation Tools Change Management Soft Skills Strong Problem-Solving Skills Ability to Influence Stakeholders Highly Organized Proactive Curiosity About Investment Management Workflows Industry Keywords Investment Management Financial Services Business Transformation Analytics Governance Practices Tools & Technologies SharePoint FactSet Bloomberg Microsoft Copilot Collaboration Platforms #J-18808-Ljbffr Jobtailor