Job Description
At Franklin Templeton, we’re advancing 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 provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
About the Department
Franklin Templeton International Services S.à r.l. (FTIS) is the Luxembourg-domiciled EU management company, authorised as a UCITS management
company and AIFM with MiFID permissions. It serves as the central platform for Franklin Templeton’s cross-border business in EMEA and internationally,
overseeing a broad range of funds and mandates across multiple jurisdictions.
The Investment Management Oversight (IMO) team sits within FTIS and is
responsible for overseeing investment management activities across a range of pooled fund structures and mandates, including UCITS, SICAVs, ETFs, AIFs, UK OEICs, and institutional mandates / separately managed accounts. In addition to its FTIS responsibilities, the team also supports associated UK domiciled
entities and provides oversight support across additional regional interests,
including Australia and the Middle East.
As the business continues to expand, the complexity of investment structures, liquidity profiles, and regulatory expectations is increasing. In this context, the IMO function continues to evolve to further enhance the efficiency, consistency, and insight provided through its oversight activities.
This role will play a key part in supporting that evolution, ensuring oversight activities are delivered in a well-structured and effective manner, supporting strong governance and clear Board reporting.
This role is responsible for owning and delivering key components of the investment management oversight framework, contributing to high-quality monitoring, due diligence, and reporting outputs.
The role acts as a senior delivery resource within the team, combining strong execution with the ability to exercise judgement, deliver insight, support less experienced colleagues, and identify opportunities to enhance processes and outputs.
How You Will Add Value
Framework Delivery
Deliver key components of the investment management oversight framework, ensuring outputs are robust, timely, and aligned with expectations set by the Head of function.
Act as a subject matter resource within the team for defined oversight activities and investment strategies.
Support complex oversight activities and regulatory matters requiring strong independent judgement and analysis.
Provide assurance to the Conducting Officer for Investment Management and UK FCA Senior.
Managers that governance obligations are being met.
MI & Insight Delivery
Lead delivery of complex or sensitive reporting outputs, ensuring risks and oversight conclusions are clearly articulated.
Take ownership of defined reporting components, ensuring outputs are well-structured, consistent, and decision-useful for senior management and Boards.
Analyse monitoring and due diligence outputs to identify material issues, emerging risks, and key changes, ensuring these are appropriately reflected in reporting.
Contribute to the ongoing enhancement of reporting outputs, including improvements to clarity, structure, and usability.
Due Diligence & Monitoring
Lead complex due diligence reviews and oversight discussions relating to internal and external investment managers, including higher-risk or less liquid strategies where appropriate.
Ensure due diligence and monitoring outputs are focused on
material risks, performance drivers, and key changes.
Support effective oversight discussions with portfolio managers, traders, and product specialists.
Develop and apply a strong understanding of investment strategies and performance drivers across asset classes.
Perform analysis including attribution, trends, and key contributors/detractors.
Monitor investment performance and activity, identifying, assessing, and escalating material risks, anomalies, and key changes.
Contribute to the development of clear oversight conclusions,
linking analysis to risks and governance implications.
Committees & Governance
Actively contribute to investment management-related committees, including the Investment Management and Portfolio Oversight Committee (IMPOC) and Market Eligibility Review Committee.
Support preparation of materials, participate in discussions, and ensure outcomes and actions are clearly documented.
Process Improvement & Initiatives
Identify opportunities to enhance processes, improve data quality, and increase efficiency.
Contribute to regulatory, business, and process enhancement initiatives impacting oversight activities.
What Will Help You Be Successful In This Role
Relevant university degree.
Extensive experience within asset management or investment funds.
Strong understanding of financial markets and investment strategies.
Working knowledge of the regulatory environment (UCITS, AIFMD, UK FCA).
Professional qualification (e.g. CFA, CAIA, FRM) beneficial.
Strong analytical, stakeholder management and problem-solving skills.
High attention to detail and ability to deliver consistent, high-quality outputs.
Ability to translate analysis into clear and structured insight.
Location
Dublin / Luxembourg / other FTIS locations, subject to regulatory requirements.
Experience our welcoming culture and reach your professional and personal potential!
Building teams with diverse skills, backgrounds, and experiences has always been important to us. Fostering an inclusive culture where employees feel safe to share their opinions is not only beneficial for our people but also drives innovation and enables us to deliver better client outcomes. So, regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.
Hear more from our employees
We want our employees to thrive. By joining us, you will become a part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.
Learn more about the wide range of benefits we offer at Franklin Templeton
*Please note: the above benefits and their design & application will vary country-to-country. Also, the benefits offered to temporary employees can vary depending on the country. More information can be obtained when speaking with Franklin Templeton HR.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.