Franklin Templeton Investments - San Ramon, CA

posted 5 months ago

Full-time - Mid Level
San Ramon, CA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

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. Franklin Templeton Investment Solutions (FTIS) is a division of Franklin Templeton providing asset management and advisory services to a diverse array of institutional and retail clients. With a global footprint, FTIS is responsible for over $70 billion AUM across equity, fixed income, alternatives, and multi-asset strategies utilizing both fundamental and quantitative processes. The Client Portfolio Manager (CPM) is responsible for supporting all aspects of a growing business. Critical to the role is a deep understanding of investment strategies, portfolio construction techniques, and global market performance. This person will serve as a subject matter expert in the areas of research views and portfolio strategy for current FTIS offerings to the Retail Advisor Channel.

Responsibilities

  • Serve as a product specialist supporting FTIS in growing and retaining Multi-Asset Model Portfolios by representing investment philosophy, process, and performance.
  • Engage with and support a large field sales organization and support on-demand inquiries.
  • Participate in the preparation for and execution of client/sales related meetings.
  • Provide topical market/product commentary and support FTIS's view.

Requirements

  • Bachelor's degree required; MBA preferred (CFA a plus)
  • 7+ years of work experience in asset management
  • Passion for the markets and knowledge of multiple investment vehicles including Mutual Funds, ETFs, and SMAs.
  • Experience as product or distribution specialist with strong understanding of investment concepts and desire to grow a business.
  • Experience presenting to and working with Financial Advisors
  • Ability to communicate investment insights effectively with internal and external stakeholders
  • Experience using investment software and analytics (i.e. Bloomberg and Morningstar)
  • Knowledge of the current competitive investment landscape (i.e. strategies, classifications, and channels) is a plus.

Nice-to-haves

  • Experience in a similar role within a financial services firm
  • Advanced analytical skills
  • Strong networking abilities within the financial advisor community

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
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