Solutions Portfolio Manager - FTIS

Franklin Templeton • Stamford, CT

1d • Onsite

About The Position

Franklin Templeton Investment Solutions (FTIS) is an investment management unit of Franklin Templeton managing in excess of $100 billion across a variety of mutual funds and other investment vehicles. Franklin Templeton Investment Solutions is a leader in multi-asset, quantitative, and hedged solutions, leveraging a global network of investment teams to offer innovative and diversified strategies. With a focus on long-term investing, we combine deep research, active management, and data-driven insights to create solutions which seek to meet the evolving needs of investors worldwide. brings together more than six decades of investment experience offering in-depth expertise in managing global, U.S., sector and thematic equity strategies across the style and market-capitalization spectrum. We believe that attractive risk-adjusted returns can be achieved over time by using a team-oriented collaborative approach and disciplined, bottom-up fundamental research. About the Opportunity The Solutions Portfolio Manager (SPM) is responsible for working across the firm to create, support and determine viability of custom portfolios and custom indexed strategies for FT prospects and clients, with a focus on our insurance clients. The SPM will help support those offerings by contributing to research, sales, marketing, and thought leadership to create and promote portfolios and index solutions. The SPM will also contribute across teams to ensure execution against the broader strategic plan of FTIS.

Requirements

• 5 - 10 years of experience in multi-asset investments and working with institutional and retail channel clients.
• Strong finance; with foundational knowledge of financial markets and investing strategies.
• Strong familiarity with MSFT Excel, PowerPoint and Word.
• Knowledge and comfort with quantitative concepts and quantitative multi-asset strategies.
• Experience using third party applications to analyze data, such as Bloomberg or other data platforms.
• Strong work ethic and drive are a must – this candidate will be maintaining and growing a thriving business.
• Strong communication skills, both with clients and internal partners.

Nice To Haves

• Bachelor’s degree in a numerical discipline such as mathematics, science, engineering, business administration or economics.
• Industry knowledge regarding systematic strategies and index-linked insurance products, such as FIAs or RILAs is a strong benefit.
• Industry designations such as CFA or others are a plus.

Responsibilities

• Support FTIS’s market-leading indexed solutions business, including products such as Fixed Index Annuities (FIAs), Registered-Index Linked Annuities (RILAs), Structured Notes and Indexed Universal Life (“IUL”).
• Collaborate with the systematic solutions team to design products which leverage FT investment capabilities, meet client needs, and maximize product suitability across different distribution channels.
• Review market trends, client needs, and the competitive landscape to identify areas of opportunity.
• Develop a keen understanding of industry leaders in key product categories, how the products are structured and key points of differentiation.
• Assist in creation of marketing materials, client review materials and RFP content for indexed solutions.
• Respond to client inquiries and questions about portfolio performance, including writing regular performance commentary and marketing presentations.
• Work closely with FT’s distribution and sales teams to win new mandates and support existing insurance clients.
• Support FTIS’s existing variable annuity and retirement business – this largely includes sub-advised, multi-asset and quantitative strategies within variable annuities, VITs and target date funds.
• Utilize quantitative tools for the construction of custom portfolios based on client needs and defined parameters.
• Provide investment insight while working collaboratively with portfolio management, Client Solutions, and Systematic Solutions teams to both enhance existing strategies as well as develop new client driven solutions.

Benefits

• Discretionary bonus
• 401k plan
• Health insurance
• 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