What are the responsibilities and job description for the Equity Research Associate (DynaTech Fund) position at Franklin Templeton Investments?
The Opportunity
We are looking for an Equity Research Associate with 2-5 years of post-undergraduate experience, to work closely with the investment team on the Franklin DynaTech Fund. This position will be located in San Mateo, CA.
The Franklin DynaTech fund is a $30 billion global growth fund that invests in companies which are leaders in innovation and disruptive technologies. These companies generally take advantage of new technologies, have superior management, and benefit from new industry conditions in the dynamically changing global economy.
What are the responsibilities of the Research Associate?
The Research Associate will be responsible for equity research and marketing functions for the DynaTech Fund. The Associate will study disruptive technologies and megatrends and apply it to investments of public companies. The Associate will help screen initial stock ideas, looking at market potential, company strategy, competitive analysis, and valuation. The Associate will interact with sell-side Associates, do first-hand market research, and learn valuations skills. The Associate will also generate reports that help portfolio managers make buy sell for the fund.
Additional responsibilities include:
- Analyzing companies and industries
- Attending and reporting on conferences
- Attending company meetings with management
- Listening to company quarterly calls and investor meetings
- Reading sell-side research reports on companies, industries, and market trends
- Reading daily news regarding a stock and/or industry
- Writing research reports
- Generating reports to make portfolio decisions.
- Collaborating with the investment team to produce new marketing materials.
- The Associate will be encouraged to pursue the CFA designation.
What ideal qualifications, skills & experience would help someone to be successful?
- Bachelor’s degree from a top university
- 2-5 years of work experience in investment or technology industry (high-tech, biotech, etc.)
- Strong academic performance with a GPA of 3.75 and above
- Strong intellectual curiosity and desire to understand and learn about companies, industries, megatrends, and markets
- Self-directed, can work within broad guidelines and prioritize workflow
Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. The salary, benefits and variable rewards will reflect the seniority of the position and a competitive market rate. We expect the annual salary for this position to range between $100,000 to $128,000, depending on level of relevant experience, plus discretionary bonus. The compensation is commensurate with a 2-5 year post undergraduate level position.
When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.
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Salary : $100,000 - $128,000
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