Portfolio Analyst / Sma Specialist

Franklin Templeton

San Ramon, CA, US
Base: $90,000 to $120,000; bonus: discretionary bo...
**
2+ years investment industry experience
Strong analytical and quantitative skills
Excel data reconciliation and analysis
** Franklin Templeton is seeking a Portfolio Analyst / SMA Specialist to support the implementation and management of its Separately Managed Account strategy. The role requires a strong understanding of financial markets along with analytical skills to monitor portfolio compliance and manage client requests, all within a collaborative and inclusive work environment. **

Job Summary

  • The role involves implementing investment decisions and monitoring portfolio positioning for Franklin Income SMA strategies.
  • Candidates must possess strong analytical skills to reconcile data from different sources and present financial data in a client-ready format.
  • The company offers a comprehensive benefits package including an 85% 401(k) match and three weeks of paid time off in the first year.

Matching Summary

Match Score: 75

** Franklin Templeton is seeking a Portfolio Analyst / SMA Specialist to support the implementation and management of its Separately Managed Account strategy. The role requires a strong understanding of financial markets along with analytical skills to monitor portfolio compliance and manage client requests, all within a collaborative and inclusive work environment. **

Salary

Base: $90,000 to $120,000; Bonus: Discretionary bonus offered; Benefits: 401k with 85% match, health insurance, PTO

Skills & Requirements

Must-have

  • 2+ years investment industry experience
  • Strong analytical and quantitative skills
  • Excel data reconciliation and analysis
  • Daily portfolio positioning monitoring
  • Client account lifecycle management

Nice-to-have

  • Ability to leverage technology and automation
  • Proactive problem-solving approach
  • Team player with independent work capability
  • Outstanding attention to detail
  • Experience in financial markets

Key Requirements

  • Minimum bachelor's degree in finance or related field
  • Must be authorized to work full time in US without visa sponsorship
  • Onsite presence required 5 days a week

Work Rights

Must be authorized to work full time in US without visa sponsorship

Tailored Resume

Cover Letter