Portfolio Analyst / SMA Specialist

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 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 Income Investors is looking for a Portfolio Analyst / SMA Specialist. This position will report to the portfolio management team and be responsible for assisting in the implementation and management of Franklin Income SMA (separately managed account) strategy.

How You Will Add Value

• You will implement investment decisions for Franklin Income SMA.
• Monitor portfolio positioning, trade executions, cash management and compliance within client guidelines daily.
• Address client requests and manage events throughout the client’s lifecycle, such as account openings, cash flows, rebalances and tax harvests.
• Monitor asset allocation guidelines, model drift and dispersion.
• Interact with operations to ensure proper and timely processing of client requests daily.
• Assist with allocations and trade settlement for Income SMA strategies.
• Generate periodic and ad-hoc reports for the portfolio management team and sponsors.
• Identify and implement any areas of improvement, including leveraging technology and automation to scale.
  
  

What Will Help You Be Successful In This Role

Experience, Education & Certifications

• 2 years of previous investment industry experience with a basic understanding of financial markets and portfolio management.
• Minimum bachelor’s degree, preferred focus on economics, finance, financial engineering, or a related field.
• Strong analytical and quantitative skills.
• Strong numeric and data analysis skills, including the ability to reconcile data from different sources.
• Ability to analyze data in excel and present financial data in a client ready format.
• Proven information gathering skills, outstanding attention to detail and ability to manage multiple projects simultaneously.
• Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios.
• Must be a team player but with the capability to work independently.
• Excellent communication skills; proactive towards new challenges and problem solving.
  
  

Please Note: Applicants for this position must be authorized to work full time in the United States without the need for current or future visa sponsorship.

When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.

Work Schedule & Location

• This is an onsite full-time role based in our San Ramon, CA or New York City office
• Work Schedule: In office 5 days a week
  
  

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 $90,000 to $120,000 in addition to a competitive bonus.

#ASSOCIATE

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become 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 your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights Of Our Benefits Include

• Three weeks paid time off the first year
• Medical, dental and vision insurance
• 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
• Employee Stock Investment Program
• Tuition Assistance Program
• Purchase of company funds with no sales charge
• Onsite fitness center and recreation center*
• Onsite cafeteria*
• Only applicable at certain locations
  
  

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.

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 accommodation requests will receive a response.