Portfolio Analyst / Sma Specialist

Franklin Templeton

San Ramon, CA, US
Base: $90,000 - $120,000; bonus/equity: competitiv...
Onsite, 5 days a week
Implement investment decisions
Monitor portfolio positioning
Address client requests
Franklin Templeton is seeking a Portfolio Analyst / SMA Specialist to support the management of their Franklin Income SMA strategy. The ideal candidate will have over two years of investment industry experience and strong analytical skills, working in a dynamic, inclusive culture focused on client outcomes

Job Summary

  • This position will report to the portfolio management team and be responsible for assisting in the implementation and management of Franklin Income SMA (separately managed account) strategy.
  • You will implement investment decisions for Franklin Income SMA, monitor portfolio positioning, trade executions, cash management and compliance within client guidelines daily.
  • The company offers a welcoming, inclusive, and flexible culture, providing opportunities to help employees reach their potential while helping clients reach theirs.

Matching Summary

Match Score: 85

Franklin Templeton is seeking a Portfolio Analyst / SMA Specialist to support the management of their Franklin Income SMA strategy. The ideal candidate will have over two years of investment industry experience and strong analytical skills, working in a dynamic, inclusive culture focused on client outcomes.

Salary

Base: $90,000 - $120,000; Bonus/Equity: Competitive bonus; Benefits: 401k plan, health insurance, and other perks

Skills & Requirements

Must-have

  • Implement investment decisions
  • Monitor portfolio positioning
  • Address client requests
  • Monitor asset allocation guidelines
  • Interact with operations
  • Generate reports

Nice-to-have

  • Leverage technology and automation
  • Proactive towards new challenges
  • Problem solving

Key Requirements

  • 2+ years of investment industry experience
  • Bachelor's degree in economics, finance, or related field
  • Strong analytical and quantitative skills
  • Strong numeric and data analysis skills
  • Ability to analyze data in Excel
  • Proven information gathering skills
  • Detail-oriented
  • Must be authorized to work full time in the United States without visa sponsorship

Work Rights

Must be authorized to work full time

Tailored Resume

Cover Letter