Base: $90,000 to $120,000; bonus/equity: competiti...
Onsite
Implement investment decisions
Monitor portfolio positioning
Trade execution and cash management
This position will report to the portfolio management team and be responsible for assisting in the implementation and management of Franklin Income SMA (separately managed account) strategy
Job Summary
This position will report to the portfolio management team and be responsible for assisting in the implementation and management of Franklin Income SMA (separately managed account) strategy.
You will implement investment decisions for Franklin Income SMA, monitor portfolio positioning, trade executions, cash management and compliance within client guidelines daily.
Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks.
Matching Summary
This position will report to the portfolio management team and be responsible for assisting in the implementation and management of Franklin Income SMA (separately managed account) strategy.
Salary
Base: $90,000 to $120,000; Bonus/Equity: Competitive bonus; Benefits: 401k plan, health insurance, and other perks
Skills & Requirements
Must-have
Implement investment decisions
Monitor portfolio positioning
Trade execution and cash management
Client guideline compliance
Manage client lifecycle events
Monitor asset allocation and model drift
Nice-to-have
Leveraging technology and automation
Proactive towards new challenges
Team player with independent capability
Key Requirements
2+ years investment industry experience
Bachelor's degree in economics, finance, or related field
Strong analytical and quantitative skills
Strong numeric and data analysis skills
Ability to analyze data in Excel
Authorization to work full-time in the United States
Work Rights
Must be authorized to work full-time in the United States