Mergers & Acquisitions Senior Associate

Franklin Templeton

2d • $165,000 - $190,000

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! Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in equity, fixed income, alternatives, and multi-asset solutions. With more than 1,500 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and approximately $1.7 trillion in assets under management as of March 2026. Franklin’s alternatives asset management business manages $280 billion in assets under management and includes Benefit Street Partners (private credit), Clarion Partners (real estate), and Lexington Partners (private equity secondaries and co-investments). Franklin Templeton has made a number of recent acquisitions including: Benefit Street Partners in 2019, Legg Mason in 2020, O’Shaughnessy Asset Management in 2021, Lexington Partners and Alcentra in 2022, Putnam in 2024, Apera in 2025 and 250 Digital in 2026. About the Department Franklin Templeton is seeking a highly analytical, articulate, detail-orientated individual to join the M&A team. This position reports to Franklin Templeton’s Global Treasurer and Head of M&A. The M&A team covers global opportunities broadly across alternative asset management, traditional asset management and wealth management. How You Will Add Value Responsibilities include but are not limited to:

Requirements

• A minimum of 3 to 6 years of experience in investment banking, corporate development, M&A and/or asset management
• Experience in Financials Institutions industry group with a focus on asset management
• Proven experience executing M&A transactions, including end‑to‑end deal modeling, valuation, and transaction analysis
• Advanced Excel and financial modeling expertise, with exceptional PowerPoint and presentation skills for senior‑level audiences
• Highly developed analytical skill set, with the ability to synthesize complex financial and strategic information
• Demonstrated ability to leverage artificial intelligence tools and techniques to enhance analysis, decision‑making, and execution
• Deep understanding of—and genuine enthusiasm for—the global financial and investment markets
• Proven ability to manage multiple, complex priorities in a fast‑paced, deadline‑driven environment
• Exceptional attention to detail, with a commitment to accuracy and high‑quality output
• Strong written and verbal communication skills, with the ability to convey complex ideas clearly and concisely
• Collaborative, team‑oriented work style with the ability to partner effectively across functions
• Self-starting individual contributor with an entrepreneurial spirit
• Bachelor's degree in finance or related field

Responsibilities

• Work with senior management to identify and execute Franklin Templeton’s global M&A activities including joint ventures, strategic investments, and other growth initiatives
• Lead the creation of detailed financial models to assess various M&A and strategic initiatives including valuations, returns, key operating assumptions and sensitivities
• Conduct detailed financial due diligence, including quality-of-earnings reviews, working capital analyses, and operational assessments
• Prepare investment committee materials, including transaction memos, valuation outputs, and risk assessments
• Perform comprehensive industry and competitive landscape analyses to support deal thesis development
• Drive the execution of opportunities including presentations, financial modeling, due diligence, transaction structuring and negotiation
• Assess industry valuation benchmarking and relevant comparables
• Assist with post-closing integration across investments, distribution and all corporate functions

Benefits

• Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees