Client Portfolio Specialist– Putnam Equity Strategies

Franklin Templeton•Boston, MA

7d•$105,000 - $115,000•Hybrid

About The Position

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! Team & Role Overview The Global Business Development team provides accurate, insightful investment data and analysis that supports product positioning, marketing, and sales across Putnam Equity strategies. The team works closely with Client Portfolio Managers, investment teams, RFP Teams, sales, marketing, operations, and compliance to deliver high‑quality analytics, reporting tools, and marketing materials in a highly collaborative, compliance‑focused environment. Position Overview The Client Portfolio Specialist is a key member of the Global Business Development team, responsible for delivering accurate investment data and analysis that supports product positioning, marketing, and sales efforts across all of Putnam Equity strategies. This position partners closely with CPMs, investments, sales, RFP Teams, marketing and compliance teams to analyze and interpret portfolio and benchmark data, develop and maintain high-quality reporting tools and marketing materials, and ensure timely, efficient distribution of information. The Client Portfolio Specialist responds to internal and external data demands for existing clients and prospects, providing tailored analytics and materials related to Putnam Equity strategies, and is responsible for reviewing all marketing materials for accuracy, consistency, and appropriateness prior to public distribution. This position requires a strong attention to detail in reviewing portfolio data for accuracy and consistency.

Requirements

3-5 years of experience in finance and public equities.
Bachelor’s degree required.
Financial Industry Regulatory Authority Series 7
Strong analytical skills interpreting performance, benchmark, and portfolio data.
Advanced Microsoft Excel proficiency
Comfort working with large datasets and refining workflows.
Collaborative mindset and cross-functional working experience.
Strong communication skills for technical and non-technical audiences.
Ability to manage multiple priorities and tight deadlines.
Strong attention to detail and ability to identify data inconsistencies and anomalies.

Responsibilities

You will review materials for accuracy and consistency.
You will collaborate with Client Portfolio Managers, investment, sales, RFP Teams, marketing, operations, and compliance teams.
You will improve data quality and processes.
You will analyze and validate performance, benchmark, attribution, and portfolio data.
You will support product positioning, sales efforts, and client reporting.
You will respond to internal and external data requests from clients and prospects.
You will deliver tailored analytics and materials on recurring and ad-hoc bases.

Benefits

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, a 401(k) plan with a generous match, 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 / floating holidays) and a motivational well-being program.
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