Investment Technology Business Solutions Lead - (Franklin Equity)
Core
Strategic bridge between investment professionals and technology teams to improve data usage, reporting, automation, and AI adoption in investment workflows.
Role type
Senior Investment Technology Business Solutions Lead
Builds
Power BI dashboards, reporting tools, and automated workflows for fund and portfolio management
Domain
Asset Management / Investment Technology
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Power BI, Advanced Excel, Python scripting, Data integration/APIs, Financial data platforms (FactSet/Bloomberg), AI/LLM tools
Preferred skills
SharePoint, PowerApps, Git/Bitbucket, Snowflake, AI/ML concepts, Technology roadmap development
Technologies
Power BI, Python, Excel, SharePoint, FactSet, Bloomberg, Snowflake, REST APIs, Microsoft Copilot
Responsibilities
Design and maintain Power BI dashboards for fund reporting; Identify opportunities to automate manual processes; Translate business needs into technical requirements; Champion practical AI use cases; Lead cross-functional initiatives from concept to implementation; Develop governance practices for data and reporting tools
Seniority
Senior, hands-on IC