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.

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.

• 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.

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

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

• 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.

• The team operates in a 24x5 follow-the-sun service model. This hybrid role is based in our Fort Lauderdale, FL office, with an expectation of three days onsite per week. The position follows a 37.5-hour workweek, with standard working hours of 8:30 a.m. to 5:00 p.m. ET.

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,…