Investment Technology Business Solutions Lead - (Franklin Equity)
$140,000–$190,000 year
On-siteNew York City, New York, United States or San Mateo, California, United States
Job Summary
Partner with investment leaders, portfolio managers, and technology teams to design and deliver practical solutions that improve research workflows, reporting, and decision-making. Build and maintain Power BI dashboards for fund and portfolio reporting, develop reporting solutions for performance and holdings, and identify opportunities to automate manual processes and champion AI adoption. Translate business needs into clear requirements for internal technology teams and external vendors such as FactSet and Bloomberg, while leading cross-functional initiatives from concept through implementation. Establish governance practices for data and shared tools, support business users with training and change management, and evaluate new data integrations and AI tools to enhance operational efficiency.
Required Qualifications
- 5+ years 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
- Demonstrated ability to work independently while collaborating across teams
- 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
- Degree in business, finance, information technology, computer science, data analytics, or a related field
Desired Qualifications
- Experience supporting investment research, portfolio management, investment operations, or front-office reporting
- Experience in asset management, wealth management, investment consulting, or capital markets
- Experience and/or expertise with range of programs: Microsoft Excel (advanced), Power BI, SharePoint, Python scripting/automation AI (LLM tools, MSFT Co-Pilot, AI/ML concepts)
- Development/automation tools (Git/Bitbucket, PowerApps, etc)
- Data/integration tools (Snowflake, REST, APIs, etc)
- Experience helping business teams evaluate and adopt artificial intelligence or automation solutions
- Experience developing technology roadmaps, governance models, or scalable reporting frameworks
- Master's degree
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