Senior Portfolio Strategist

hace 1 semana


Ciudad de México, Ciudad de México F1605 Franklin Templeton Investment Services (Mexico), S de RL A tiempo completo
{"Job Description\
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We are seeking a highly skilled Portfolio Analyst to join our team at F1605 Franklin Templeton Investment Services (Mexico), S de RL.\
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In this role, you will be responsible for assisting with the implementation and management of investment strategies.\
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Main Responsibilities\
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  • Ensure investment management and trading decisions are implemented properly at the individual portfolio level for applicable strategies within FSMA.\
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  • Responsible for investment guideline compliance, executing client-directed activity, (i.e., deposits, withdrawals, and tax requests) and review and maintenance of portfolios.\
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  • Assist with allocations and trade settlement for FSMA strategies.\
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  • Respond to portfolio management and sponsor queries.\
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  • Generate periodic and ad-hoc portfolio reports for the portfolio management team.\
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Requirements\
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  • Fluency in English – spoken and written – is essential.\
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  • 2+ years of previous investment industry experience with a basic understanding of portfolio management.\
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  • Minimum bachelor’s degree, with focus on economics, finance, financial engineering, or a related field.\
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  • Strong analytical and quantitative skills.\
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  • Proven information gathering skills, outstanding attention to detail and ability to manage multiple projects simultaneously.\
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  • Must be a team player, with the capability to work independently with minimal supervision.\
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  • Proficiency with Microsoft Office essential; experience with Archer or Perform is a plus.\
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About Us\
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At Franklin Templeton, we are dedicated to delivering better client outcomes. We partner closely with our clients, assess their strategic needs, and identify solutions that meet their challenges.\
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Our success is a direct result of the talent, skills, and persistence of our people. We strive to create a dynamic and professional environment that rewards our employees for their time, talents, efforts, and results.\
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We believe in being a good corporate citizen and are committed to your learning and development.\
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We are an Equal Opportunity Employer and invite you to visit our website to learn more about our company and career opportunities.\
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If you believe you need an accommodation to search for or apply for one of our positions, please send an email to your company email to request assistance.

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