Portfolio Analyst / SMA Specialist

Franklin Templeton • San Ramon, CA

11d • $90,000 - $120,000 • Onsite

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! About the Department Franklin Income Investors is looking for a Portfolio Analyst / SMA Specialist. This position will report to the portfolio management team and be responsible for assisting in the implementation and management of Franklin Income SMA (separately managed account) strategy.

Requirements

• 2+ years of previous investment industry experience with a basic understanding of financial markets and portfolio management.
• Minimum bachelor’s degree, preferred focus on economics, finance, financial engineering, or a related field.
• Strong analytical and quantitative skills.
• Strong numeric and data analysis skills, including the ability to reconcile data from different sources.
• Ability to analyze data in excel and present financial data in a client ready format.
• Proven information gathering skills, outstanding attention to detail and ability to manage multiple projects simultaneously.
• Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios.
• Must be a team player but with the capability to work independently.
• Excellent communication skills; proactive towards new challenges and problem solving.
• Applicants for this position must be authorized to work full time in the United States without the need for current or future visa sponsorship.

Responsibilities

• Implement investment decisions for Franklin Income SMA.
• Monitor portfolio positioning, trade executions, cash management and compliance within client guidelines daily.
• Address client requests and manage events throughout the client’s lifecycle, such as account openings, cash flows, rebalances and tax harvests.
• Monitor asset allocation guidelines, model drift and dispersion.
• Interact with operations to ensure proper and timely processing of client requests daily.
• Assist with allocations and trade settlement for Income SMA strategies.
• Generate periodic and ad-hoc reports for the portfolio management team and sponsors.
• Identify and implement any areas of improvement, including leveraging technology and automation to scale.

Benefits

• 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