Portfolio Manager
hace 4 semanas
At Franklin Templeton, we are dedicated to delivering exceptional client outcomes by partnering closely with our clients to understand their strategic needs and identifying tailored solutions to meet their challenges.
Portfolio Analyst – Mexico City
Hybrid Schedule
3 positions available
Our Separate Account Management (SAM) team provides high net-worth investors with a range of options to manage their assets on a separate account basis, leveraging our expertise in portfolio management and trading.
We offer customized investment solutions that cater to clients' unique goals, risk tolerance, liquidity needs, and objectives, such as tax efficiency and portfolio maintenance.
Our SAM solutions eliminate the impact of activity on a commingled fund, allowing clients to hold individual securities in their account and establish investment guidelines that reflect their values.
The Portfolio Analyst will assist in implementing and managing strategies, reporting directly to the Director of Portfolio Analytics.
- Ensure investment management and trading decisions are executed properly at the individual portfolio level for applicable strategies within SAM.
- Assist with allocations and trade settlement for SAM strategies.
- Respond to portfolio management and sponsor queries.
- Generate periodic and ad-hoc portfolio reports for the portfolio management team.
- Fluency in English – spoken and written – is essential.
- 2+ years of previous investment industry experience with a basic understanding of portfolio management.
- Minimum bachelor's degree, with focus on economics, finance, financial engineering, or a related field.
- Strong analytical and quantitative skills.
- Proven information gathering skills, outstanding attention to detail, and ability to manage multiple projects simultaneously.
- Must be a team player, with the capability to work independently with minimal supervision.
- Proficiency with Microsoft Office essential; experience with Archer or Perform is a plus.
#LI-Hybrid
#ASSOCIATE
What makes Franklin Templeton Investments unique?
We strive to create a dynamic and professional environment that fosters growth and development, while ensuring our employees have access to a competitive and valuable set of benefits and rewards.
We believe in being a good corporate citizen, being accountable, serving our clients, and managing our environmental impact.
We are committed to your learning and development, with resources focused on Experience, Exposure, and Education, to help you achieve your professional development goals.
Franklin Templeton Investments is an Equal Opportunity Employer.
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