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Type of Role: InvestmentsResearch

Experience Level: VP/Principal/Director

Location: New York City, New York

Salary: $175K - $225K

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

Franklin Equity Group is an investment advisory unit of Franklin Templeton managing in excess of $125 billion across a variety of mutual funds and other investment vehicles. The Franklin Equity Group brings together more than six decades of investment experience offering in-depth expertise in managing growth, value and hybrid/balanced equity strategies that cover global, regional and sector specialties. We believe that attractive risk-adjusted returns can be achieved over time by using a team-oriented collaborative approach and disciplined, bottom-up fundamental research.

 

We are looking for an Institutional Portfolio Manager to join our team with the flexibility to support a variety of domestic, international, and global equity investment strategies. The Investment Specialist is responsible for representing their investment team externally. The Investment Specialist will meet with clients, prospects, and intermediaries to explain the investment philosophy, process, and performance of specific investment products.  The Investment Specialist will serve as an integrated member of the investment team, focusing on partnership with key distribution channels to support business growth and the retention of assets.

 

This position will be located in one of our European offices and we will provide assistance with visa transfer based on the new hires eligibility to work in the UK/ EU.

 

What are the responsibilities?

 

  • Support the investment team in growing and retaining assets by acting as a “proxy” for portfolio managers and serving as the main investment contact for clients and/or intermediaries.
  • Develop and execute business and territory management plans focused on retaining existing clients and growing new business. Track interactions in CRM system.
  • Effectively communicate the investment philosophy, process, and performance of specific equity products for both mutual funds and separate accounts to Retail and Institutional channels.
  • Provide PM perspective to internal business partners, including Sales, Marketing and others as needed.
  • Stay abreast of identified market trends and the competitive landscape, along with the relative positioning of investment team and strategies.
  • Develop content for complex investment related questions for RFPs or in response to client queries.
  • Contribute to investment commentaries, thought leadership pieces or other investment related content and messaging.
  • Frequent travel overseas to meet with clients is an essential part of this role.

 

What ideal qualifications, skills & experience would help someone to be successful?

 

  • Bachelor’s degree required, CFA or advanced degree preferred.
  • 10+ years of financial services experience; previous experience as a product/portfolio specialist desired
  • For US -FINRA licensed (Series 7 & 63)
  • Knowledge of equity markets, modern portfolio theory, and performance attribution
  • Excellent interpersonal, presentation, and relationship-management skills
  • Strong written and verbal communication skills
  • Flexible, resourceful, collaborative team player and proactive
  • Extensive travel required (likely 40-60% of time)
  • Ability to relocate to Europe and work in one of our European offices.

 

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 $175,000 to $225,000 in addition to a competitive bonus.

 

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

 

What makes Franklin Templeton unique?

 

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

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

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.

Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for 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. We invite you to visit us at Franklin Templeton Careers to learn more about our company, career opportunities and recruitment process.

 

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation 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 you are requesting and the job title and 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 accommodations will receive a response.