Core Responsibilities

• You will process trades, reconcile loans, and manage settlements.
• You will support syndications, CLOs, restructures, and funding documentation.
• You will review trade confirmations and agreements for accuracy.
• You will post trades, allocate positions, and generate daily files.
• You will ensure cash and securities settle correctly.
• You will reconcile daily cash accounts.
• You will monitor systems and resolve trade issues.
• You will collaborate with Trustees, Legal, and Compliance.
• You will build relationships with Traders and Portfolio Managers.
• You will improve system speed and accuracy.
• You will assist Analysts in managing portfolio credits.

Experience, Education & Certifications

• 3–5 years in accounting or financial analysis.
• Experience in leveraged loan and CLO operations.
• Familiarity with Wall Street Office, S&P Loan Platforms, and Aladdin.

Technical Skills

• Advanced Excel, Power BI, and Macros.
• Knowledge of CLO reporting and analytics.

Soft Skills

• Strong analytical and problem-solving abilities.
• Clear and effective communication.

https://franklintempletonprod.widen.net/view/pdf/6vnpyohigd/benefits-in-franklin-templeton.pdf

This team manages loan operations and trade settlements within a financial services environment. Collaborating with internal and external stakeholders, the department ensures accuracy, compliance, and efficiency across leveraged loan and CLO transactions. Team members work closely with Traders, Portfolio Managers, and Analysts, gaining exposure to complex financial instruments and operational processes. Joining this team offers opportunities to deepen expertise in structured finance and contribute to high-impact initiatives.