Client Portfolio Specialist– Putnam Equity Strategies

Franklin Templeton

Boston, MA, USA
Base: $105,000 to $115,000; bonus/equity: annual d...
Hybrid
Portfolio data analysis
Investment data interpretation
Reporting tools development
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

Job Summary

  • 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.
  • This position requires a strong attention to detail in reviewing portfolio data for accuracy and consistency.
  • Franklin Templeton offers employees a competitive and valuable range of total rewards, including a 401(k) plan with a generous match, and a comprehensive benefits package.

Matching Summary

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.

Salary

Base: $105,000 to $115,000; Bonus/Equity: annual discretionary bonus; Benefits: competitive healthcare, insurance, disability, 401(k) match, employee stock program, tuition assistance, PTO

Skills & Requirements

Must-have

  • portfolio data analysis
  • investment data interpretation
  • reporting tools development
  • marketing materials review
  • public equities experience

Nice-to-have

  • collaborative mindset
  • cross-functional working experience
  • strong communication skills
  • attention to detail
  • 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