Research Associate (DynaTech Fund)

Franklin Resources • San Mateo, CA

99d • $100,000 - $128,000

About The Position

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified 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 offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements. Come join us in delivering better outcomes for our clients around the world! We are looking for an Equity Research Associate with 2-5 years of post-undergraduate experience, to work closely with the investment team on the Franklin DynaTech Fund. The Franklin DynaTech fund is a $30 billion global growth fund that invests in companies which are leaders in innovation and disruptive technologies. These companies generally take advantage of new technologies, have superior management, and benefit from new industry conditions in the dynamically changing global economy.

Requirements

• Bachelor's degree from a top university.
• 2-5 years of work experience in the investment or technology industry (high-tech, biotech, etc.).
• Strong academic performance with a GPA of 3.75 and above.
• Strong intellectual curiosity and desire to understand and learn about companies, industries, megatrends, and markets.
• Self-directed, can work within broad guidelines and prioritize workflow.

Responsibilities

• Conduct equity research and marketing functions for the DynaTech Fund.
• Study disruptive technologies and megatrends and apply it to investments of public companies.
• Screen initial stock ideas, looking at market potential, company strategy, competitive analysis, and valuation.
• Interact with sell-side Associates and conduct first-hand market research.
• Learn valuation skills.
• Generate reports that help portfolio managers make buy/sell decisions for the fund.
• Analyze companies and industries.
• Attend and report on conferences.
• Attend company meetings with management.
• Listen to company quarterly calls and investor meetings.
• Read sell-side research reports on companies, industries, and market trends.
• Read daily news regarding a stock and/or industry.
• Write research reports.
• Collaborate with the investment team to produce new marketing materials.
• Pursue the CFA designation.

Benefits

• Three weeks paid time off the first year.
• Medical, dental and vision insurance.
• 401(k) Retirement Plan with a generous company match on your pre-tax and/or Roth contributions, up to the IRS limits.
• Employee Stock Investment Program.
• Reimbursement for certain education expenses.
• 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: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees