At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

About the Opportunity

The Client Portfolio Analyst will support the efforts of the broader Franklin Templeton Fixed Income specialist team, which acts as a liaison between investment management, distribution and other internal and external business partners. The Client Portfolio Analyst is expected to serve as a product expert for the team’s fixed income investment strategies and will represent the investment team by acting as a specialized source of product and market knowledge. The role will provide broad orientation to global financial markets and the asset management industry, as well as opportunities to develop analytical, presentation and writing skills. This position will be located on-site in our office in Boston, MA or Chicago, IL.

What are the core responsibilities for the Client Portfolio Analyst?

• Effectively answering client servicing questions, articulating investment team views, writing investment commentary and portfolio updates (e.g., explaining changes in portfolio holdings and key portfolio themes) for assigned strategies.
• Building and maintaining an expert level of knowledge on institutional and retail investment vehicles globally, providing regular feedback on competitive intelligence and product development opportunities.
• The individual will be responsible for maintaining several databases and running reports on client assets, portfolio characteristics and investment performance, while identifying opportunities to improve process efficiency.
• Conducting ongoing research and analysis in support of product positioning, market developments, portfolio performance, the competitive landscape and being a product specialist for internal audiences.
• Supporting portfolio managers and Client Portfolio Managers in developing marketing presentations and communications to internal and external audiences.
• Ensuring projects are executed according to the vision and implemented within deadlines.
• Conveying product information to business partners responsible for producing and delivering content to external audiences.

What ideal qualifications, skills & experience would help someone to be successful?

• Bachelor’s degree with a focus in economics, econometrics or finance.
• This position requires a minimum of 1 year of work experience, post under grad, ideally 1-3 years of related industry work experience.
• Strong desire to learn and grow, willingness to take on a broad set of assignments.
• Proactive in nature, intellectually curious and extremely detail-oriented with a commitment to working within a team.
• Solid analytical and problem-solving skills.
• Keen interest in and knowledge of global markets (Fixed Income experience a plus), economics, and portfolio theory.
• Background in investment and portfolio management processes.
• Comfort manipulating and analyzing data sets. Quantitative orientation required, but on-the-job training can help develop specific skills.
• Concrete understanding of Microsoft Excel, Word, and PowerPoint required.
• Knowledge of data sources for performance, flows and relevant competitive information is a plus (Morningstar, Lipper, FactSet, Bloomberg, eVestment).
• Strong verbal and written communication.
• Excellent organizational and project management skills.
• CFA or interest in working towards one.

Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. The salary, benefits and variable rewards will reflect the seniority of the position and a competitive market rate. We expect the annual salary for this position to range between $90,000 to $115,000.

When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.

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**Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Hear more from our employees

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

• Three weeks paid time off the first year
• Medical, dental and vision insurance
• 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
• Employee Stock Investment Program
• Learning and Education Assistance Program (LEAP)
• Purchase of company funds with no sales charge
• Onsite fitness center and recreation center*
• Onsite cafeteria*

*Only applicable at certain locations

**Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.