Investment Specialist – Global Macro – New York City-837650
At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
Global Macro seeks to recruit an Investment Specialist to join their team with the flexibility to support a variety of global investment strategies. The Investment Specialist is responsible for representing the Global Macro investment team externally. The Investment Specialist will meet with clients, prospects, and intermediaries to explain the investment philosophy, process, and performance of specific investment products. The Investment Specialist will serve as an integrated member of the investment team, focusing on partnership with key distribution channels to support business growth and the retention of assets.
What are the key responsibilities?
Communicate the investment philosophy, process, and performance of specific Global Macro products for both mutual funds and separate accounts to Retail and Institutional channels.
Independently act as a “proxy” for portfolio managers by serving as the main investment contact for clients and/or intermediaries. Works closely with the Distribution team and Client Relationship Managers to help establish new relationships and maintain/grow existing client relationships.
Promotes, defends and competitively positions the product line and is actively involved in global distribution initiatives, institutional and retail client service.
Work with CIO to demonstrate ownership, strategic direction-setting and prioritization.
Has ownership in gathering and retention of assets under management by providing clients, prospects, internal partners with ongoing insights about the investment philosophy, process, and performance of specific products.
Provides PM perspective to internal business partners including Sales and Marketing and partners closely with Global Marketing to create strategic/ global messaging and investment content for assigned investment strategies.
Responsible for challenging and validating appropriateness of investment strategy and process to meet the clients' stated needs within the agreed guidelines.
Stays abreast of identified market trends and the competitive landscape, along with the relative positioning of their investment team.
Serves as first point of contact to the RFP team for complex investment questions.
Contributes as needed to investment commentaries or thought leadership pieces
Creates and facilitates investment content and product set messaging.
What ideal qualifications, skills & experience would help someone to be successful?
Bachelor’s degree required; CFA or advanced degree preferred
10+ years of financial services experience; previous experience as a product/portfolio specialist desired
Knowledge of macroeconomic dynamics, interest rates, exchange rates, and sovereign debt,
Excellent interpersonal, presentation, and relationship-management skills
Strong written and verbal communication skills
Flexible, resourceful, and proactive
Extensive travel required (likely 40-60% of time)
What makes Franklin Templeton unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 75% 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*
- Only applicable at certain locations
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, “I AM Franklin Templeton”.
Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to accommodations@FranklinTempleton.com. In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.
United States-New York-New York