Client Portfolio Specialist– Putnam Equity Strategies

Franklin Templeton

Boston, MA, United States
Base: $105,000 to $115,000; bonus/equity: annual d...
Hybrid
Strong analytical skills
Advanced microsoft excel proficiency
Attention to detail
Franklin Templeton is advancing the industry by helping clients achieve their investment goals

Job Summary

  • Franklin Templeton is advancing the industry by helping clients achieve their investment goals.
  • The Client Portfolio Specialist will deliver accurate investment data and analysis to support marketing and sales efforts.
  • Employees enjoy a competitive compensation package, including benefits and a well-being program.

Matching Summary

Franklin Templeton is advancing the industry by helping clients achieve their investment goals.

Salary

Base: $105,000 to $115,000; Bonus/Equity: Annual discretionary bonus; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Strong analytical skills
  • Advanced Microsoft Excel proficiency
  • Attention to detail

Nice-to-have

  • Collaborative mindset
  • Strong communication skills
  • Ability to manage multiple priorities

Key Requirements

  • 3-5 years of experience in finance
  • Bachelor’s degree required
  • Financial Industry Regulatory Authority Series 7

Work Rights

Not specified

Tailored Resume

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