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Type of Role: InvestmentsResearch

Experience Level: VP/Principal/Director

Location: Ft. Lauderdale, Florida

Salary: $160K - $200K

The Templeton Global Equity Group believes in a forward-looking and price disciplined approach to investing that focuses on company fundamentals as the driver of value creation will generate superior returns for clients over the long term. We call our approach “compound value” to reflect the importance of combining these key elements into our assessment of all investment opportunities. Templeton is part of Franklin Templeton Investments and a leading global investment organization with a rigorous valuation methodology and a singular culture, philosophy, and process.

We are currently seeking a Senior Equity Research Analyst to cover the Technology or Communications Services sectors.The ideal Analyst will have 8 – 12 years of related research experience in fundamental analysis with a value discipline in one or both sectors, will be a creative thinker, and have direct experience making price-based investment recommendations as a trusted partner in the equity investment process. We will consider candidates with a variety of backgrounds such as institutional portfolio management and hedge funds.This position will reside in Fort Lauderdale, Florida and does not provide an option for remote work.

What are the ongoing responsibilities of a Portfolio Analyst?

  • Independently identify and evaluate profitable investment opportunities amongst listed in the US and broader Americas.
  • Conduct thorough fundamental analysis of a company’s business and financial position, including cash flow analysis, balance sheet and income statement evaluations, and draw insightful conclusions.
  • Communicate and advocate for investment opportunities verbally and through written research reports.
  • Contribution to relevant equity portfolios as a team member

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

  • Requires 8-12 years of fundamental equity research experience covering the Technology or Communication Services sectors 
  • Strong numeric, analytical and investment skills
  • Excellent communication skills, both verbal and written9
  • Investment performance track record an asset.
  • Bachelor’s degree and CFA required. MBA preferred.
  • Buy-Side Equity Research experience with similar coverage.

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 $160,000 to $200,000 (base salary), in addition to a competitive bonus.