Portfolio Analyst / Sma Specialist

Franklin Templeton

San Ramon, CA, USA
Base: $90,000 to $120,000; bonus/equity: competiti...
Onsite
Investment decision implementation
Portfolio monitoring and compliance
Data analysis in excel
Franklin Templeton is committed to helping clients achieve their investment goals through innovative solutions

Job Summary

  • Franklin Templeton is committed to helping clients achieve their investment goals through innovative solutions.
  • The Portfolio Analyst will assist in managing the Franklin Income SMA strategy and ensure compliance with client guidelines.
  • Employees are supported with a wide range of benefits and a culture that promotes well-being and personal growth.

Matching Summary

Franklin Templeton is committed to helping clients achieve their investment goals through innovative solutions.

Salary

Base: $90,000 to $120,000; Bonus/Equity: Competitive bonus; Benefits: Health insurance, 401(k) plan

Skills & Requirements

Must-have

  • Investment decision implementation
  • Portfolio monitoring and compliance
  • Data analysis in Excel

Nice-to-have

  • Proactive problem solving
  • Team player with independence
  • Attention to detail

Key Requirements

  • 2+ years investment industry experience
  • Bachelor's degree in finance or related field
  • Strong analytical and quantitative skills

Work Rights

Not specified

Tailored Resume

Cover Letter