Client Portfolio Specialist– Putnam Equity Strategies

Legg Mason

Boston, United States
Base: $105,000 to $115,000; bonus/equity: annual d...
On-site
Investment data and analysis
Product positioning and marketing
Reviewing marketing materials
The Global Business Development team provides accurate, insightful investment data and analysis that supports product positioning, marketing, and sales across Putnam Equity strategies

Job Summary

  • The Global Business Development team provides accurate, insightful investment data and analysis that supports product positioning, marketing, and sales across Putnam Equity strategies.
  • The Client Portfolio Specialist is responsible for delivering accurate investment data and analysis that supports product positioning, marketing, and sales efforts across all of Putnam Equity strategies.
  • Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support their well-being and recognize their time, talents, and results.

Matching Summary

The Global Business Development team provides accurate, insightful investment data and analysis that supports product positioning, marketing, and sales across Putnam Equity strategies.

Salary

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

Skills & Requirements

Must-have

  • investment data and analysis
  • product positioning and marketing
  • reviewing marketing materials
  • advanced Microsoft Excel proficiency
  • strong attention to detail

Nice-to-have

  • collaborative mindset
  • cross-functional working experience
  • strong communication skills
  • managing multiple priorities

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter