Base: $105,000 to $115,000; bonus/equity: annual d...
On-site
Analyze and interpret portfolio data
Develop and maintain reporting tools
Review marketing materials for accuracy
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 partners closely with CPMs, investments, sales, RFP Teams, marketing and compliance teams to analyze and interpret portfolio and benchmark data, develop and maintain high-quality reporting tools and marketing materials.
Franklin Templeton offers employees a competitive and valuable range of total rewards, including base compensation, annual discretionary bonus, 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.