At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.
Team & Role Overview
About our Team:
Franklin Templeton Investment Solutions (FTIS) manages approximately $140B in assets and serves as the firm's multi-asset solutions platform. As a key access point to Franklin Templeton's global investment capabilities, FTIS brings together insights from across the organization to develop customized investment solutions and diversified portfolios. The team combines strategic asset allocation, portfolio construction, manager research, and risk management expertise to deliver outcome-oriented investment strategies for clients globally.
About the Role:
The Investment Analyst will be a key member of the multi-asset solutions team, supporting the day-to-day management of a broad range of retail and institutional multi-asset portfolios. The role is centered on portfolio implementation, trading, cash management, portfolio analytics, and the development of analytical tools and process enhancements that support portfolio management and investment decision-making. The successful candidate will also contribute to investment discussions, manager oversight, and select product initiatives.
Working closely with experienced Portfolio Managers, the successful candidate will play an integral role in implementing investment decisions, enhancing the team's investment processes, and supporting the ongoing management of diversified multi-asset portfolios. The role provides broad exposure to the multi-asset investment process and opportunities to assume increasing investment responsibilities over time.
This role offers an excellent opportunity to build a strong foundation in multi-asset portfolio management. Initially, the successful candidate will build expertise in portfolio implementation, trading, cash management, reconciliations, portfolio analytics, and process improvement initiatives while developing a deep understanding of the team's investment philosophy, portfolio construction process, and underlying investment managers.
As experience develops, the role provides increasing opportunities to contribute to asset allocation discussions, portfolio construction, investment idea generation, and broader portfolio management responsibilities, with meaningful exposure to all aspects of managing diversified retail and institutional multi-asset portfolios.
How You Will Add Value
Portfolio Management & Implementation
Enter portfolio trades across mutual funds, ETFs, separately managed accounts, and other investment vehicles.
Manage daily portfolio cash flows, subscriptions, redemptions, rebalancing activity, and portfolio reconciliations to ensure accurate holdings, cash balances, and transactions.
Monitor portfolio positioning relative to strategic and tactical asset allocation targets.
Assist in implementing portfolio changes arising from investment decisions across multiple mandates.
Coordinate with Trading, Operations, Custody, Compliance, and Risk teams to support portfolio implementation.
Portfolio Analytics
Analyze portfolio positioning, exposures, and characteristics to identify trends, risks, and opportunities across portfolios.
Produce and interpret portfolio analytics relating to performance and attribution, risk, and positioning.
Conduct peer universe and competitive analysis across multi-asset strategies.
Lead analytical projects and develop automation, reporting tools, and process enhancements to improve portfolio management efficiency and support investment decision-making.
Investment Process Support
Support Portfolio Managers in researching investment opportunities across asset classes.
Participate in investment meetings and contribute research, market observations, and investment ideas.
Develop an understanding of underlying investment managers, strategies, and portfolio characteristics.
Assist in preparing investment committee materials and portfolio review presentations.
Product Support & Client Services
Support product development initiatives and portfolio reviews as required.
Assist with competitive landscape analysis and product-related research.
Respond to portfolio-related requests from internal stakeholders, including Product Management, Sales, Marketing, and Client Service teams.
What Will Help You Be Successful in This Role
Experience, Education & Certifications
2–5 years of relevant experience in asset management, portfolio management, investment operations, or multi-asset investing.
Experience supporting institutional and/or retail investment portfolios preferred.
Order management and reconciliation experience preferred.
Education
Bachelor's degree in Finance, Economics, Mathematics, Commerce, Engineering, or a related quantitative discipline.
CFA designation or progress toward the CFA charter is strongly preferred.
Technical Skills
Experience with Python and/or SQL for data analysis, automation, or investment applications is required. Experience with Power BI or similar data visualization tools is preferred.
Experience with investment platforms and market data systems such as:
Bloomberg
FactSet
Morningstar Direct
Charles River (or similar OMS)
Aladdin
Work Schedule & Location
Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards - monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation/holidays/sick leave/parental & caregiving leave/bereavement/volunteering), and a motivational wellbeing program. We expect the annual salary for this position to range between $75,000-$100,000, depending on location and level of relevant experience, plus discretionary bonus.
Staffing Agency Disclaimer:
Please note that we are not engaging staffing agencies or external recruiters for this position. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions, and no agency or search fees will be paid.
#ASSOCIATE
At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.
Highlights of our benefits include:
- Flexible medical, dental, and vision insurance options to support your overall well-being
- Corporate Pension Plan to help you plan confidently for the future
- Employee Stock Investment Plan (ESIP) with opportunities to build long-term financial value
- Opportunity to purchase company funds with no sales charge
- Competitive vacation package, including three annual personal days
- Company-paid short-term and long-term disability coverage
- Education assistance programs to support your ongoing growth (available in select locations)
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.
This posting is for an existing vacancy.
