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.
Our Franklin Equity Global Growth team is seeking a growth-oriented Research Analyst to join a high-performing team focused primarily on managing global and non-US separate accounts with over 12 billion USD in large cap assets under management. This person will report directly to the strategies lead Portfolio Manager.
What are the core responsibilities for this Research Analyst?
The current Franklin Equity Global Growth Team is composed of five sector-oriented research analysts and three generalist PM/research analysts. The five sector analysts are organized by key investment sectors: Cyclicals (Energy, Materials and Industrials), Financials, Healthcare and Technology (Technology and Communication Services).
The key role of a sector analyst is to identify and research names within their sector for inclusion in model portfolios. The key role of the generalist research analyst is to identify and research names across all sectors for inclusion in model portfolios. All nine research analysts report directly to the lead portfolio manager and all nine analysts participate in the team’s annual bonus pool using a transparent and uniform methodology tied to the performance of their recommendations in the various strategies. Each analyst is expected to cover and have portfolio representation of approximately 10 names.
The group runs three primary strategies, Global, EAFE and ACWI ex-US . Each strategy is concentrated (35 names each) and has a mid-cap growth orientation. Each strategy is longer term in nature with overall portfolio turnover of less than 30% and names usually held for four or more years in the strategy. The strategies are research driven with each analyst having a significant say over which names are held in the portfolio. As a result of a high degree of portfolio ownership by the analysts, we have had very low staff turnover among the team over the past 10 years. The current opening is for a generalist research analyst and is open as a result of a staff departure.
Research analysts with proven stock selection capabilities across multiple sectors can grow with this team towards Portfolio Management opportunities, assisting in the day-to-day management needs of one of the strategies and contributing to the investment decision-making process.
Added responsibilities include meeting with clients, prospects, and/or intermediaries to explain the investment philosophy, process, and performance of the specific investment products; and providing updates on overall financial market performance, economic trends, and the team’s investment outlook.
The individual will develop the skills needed to run higher risk, concentrated equity strategies with the potential growth towards assuming lead portfolio manager responsibilities for one of the team’s strategies.
Conduct research on securities and industries, as needed, to incorporate into portfolio purchase securities, across multiple sectors.
Develop fluency in portfolio construction process.
Act as a spokesperson for the team’s investment philosophy, process and strategy in support of winning new portfolio mandates.
What ideal qualifications, skills & experience would help someone to be successful?
Minimum of 7 to 10 years investment analyst research, preferably in support of non-US portfolios
Candidates with proven research skills across multiple sectors preferred.
Candidates from institutional long only equity platforms or hedge funds preferred.
BA or BS required, MBA and/or CFA preferred
Demonstrated experience in using fundamental research and modeling techniques to drive stock selection
Intellectual persistence to tackle hard problems and develop insights from multiple angles
Strong problem solving and analytical thinking skills
Solid verbal and written communications skills
Strong presentation skills with the ability to articulate all facets of the investment process and strategy on behalf of investment team
Effective relationship management skills and demonstrated credibility with investment team and distribution teams.
Ability to support business development and client retention efforts
Ability to work well in a collaborative environment
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.