Portfolio Manager

hace 4 semanas


Ciudad de México, Ciudad de México F1605 Franklin Templeton Investment Services (Mexico), S de RL A tiempo completo

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.


  • IT Portfolio Manager

    hace 2 semanas


    Ciudad de México, Ciudad de México Michael Page A tiempo completo

    Job DescriptionWe are seeking an IT Portfolio Manager to join our team at Michael Page. The successful candidate will have a proven track record of managing IT-business relationships and overseeing portfolio communication across the cluster.The ideal candidate will collaborate with General Manager, local IT, and regional IT teams to create connected,...

  • IT Portfolio Manager

    hace 7 días


    Ciudad de México, Ciudad de México Michael Page A tiempo completo

    Job OverviewOur client, a multinational company specializing in home and professional appliances, is seeking an IT Portfolio Manager to lead IT-business relationships and oversee portfolio communication across the cluster.Key ResponsibilitiesServe as the BRM Lead for NOLA, managing IT-business relationships and overseeing portfolio communication across the...


  • Ciudad de México, Ciudad de México Servicios Comerciales Amazon Mexico S. De R.L. De C.V. A tiempo completo

    OverviewServicios Comerciales Amazon Mexico S. De R.L. De C.V. is a dynamic company seeking a skilled Product Portfolio Manager to join our team in Mexico City.About the RoleWe are looking for a highly motivated and experienced Product Portfolio Manager to oversee our brand's product portfolio, driving improvements in customer experience and delivering...


  • Ciudad de México, Ciudad de México 253 KONE Mexico S.A. de C.V. A tiempo completo

    Job Title: Global Sales Portfolio Manager - Mexico CityAbout the JobWe are seeking a highly skilled Global Sales Portfolio Manager to join our team in Mexico City. As a key member of our sales team, you will be responsible for proactively managing customer relationships and driving business growth through strategic portfolio management.


  • Ciudad de México, Ciudad de México The Coca-Cola Company A tiempo completo

    The Coca-Cola Company, a global leader in the beverage industry, is seeking a talented Senior Portfolio Development Manager to join our team. This exciting opportunity will allow you to leverage your strategic thinking and analytical skills to drive business growth and optimize our portfolio of brands.About the RoleAs a Senior Portfolio Development Manager,...

  • Senior Portfolio Manager

    hace 16 horas


    Ciudad de México, Ciudad de México PER, Private Equity Recruitment A tiempo completo

    About the RoleWe are partnering with a seasoned private equity real estate firm in Mexico, seeking a Senior Portfolio Manager to oversee fund and debt raising, corporate finance, M&A, and capital markets, as well as investment portfolio management.Key ResponsibilitiesParticipate in capital raising, deal sourcing, and the investment process until...


  • Ciudad de México, Ciudad de México caia - Jobboard A tiempo completo

    About our client We are currently working with a seasoned private equity real estate firm in Mexico with a solid presence in the real estate sector. Our client is seeking a Strategic Portfolio Manager to oversee fund and debt raising, corporate finance, M&A, and capital markets, as well as the investment portfolio management. This position is based in Mexico...


  • Ciudad de México, Ciudad de México PER, Private Equity Recruitment A tiempo completo

    About our client We are currently working with a seasoned private equity real estate firm in Mexico with a solid presence in the real estate sector. Our client is seeking a strategic portfolio manager to oversee fund and debt raising, corporate finance, M&A, and capital markets, as well as the investment portfolio management. This position is based in...


  • Ciudad de México, Ciudad de México The Coca-Cola Company A tiempo completo

    About the Role:As a Portfolio Strategy and Growth Manager at The Coca-Cola Company, you will play a critical role in driving growth and profitability across our diverse portfolio of brands. This is an exciting opportunity to leverage your strategic thinking, analytical skills, and leadership abilities to make a meaningful impact on our business.

  • Senior Portfolio Manager

    hace 4 semanas


    Ciudad de México, Ciudad de México Healthcare Businesswomen's Association A tiempo completo

    Job SummaryWe are seeking a highly skilled Senior Portfolio Manager to join our team at the Healthcare Businesswomen's Association. As a key member of our organization, you will be responsible for communicating EPM standards and monitoring adherence to those standards.Key Responsibilities:Collaborate with stakeholders to communicate new features, process...


  • Ciudad de México, Ciudad de México AIG A tiempo completo

    Insurance Portfolio ManagerAmerican International Group, Inc. (AIG) is a leading global insurance organization with a 100-year legacy of delivering innovative solutions to customers worldwide. Our company operates in more than 80 countries and jurisdictions, providing a wide range of property casualty insurance, life insurance, retirement solutions, and...

  • Project Portfolio Manager

    hace 3 semanas


    Ciudad de México, Ciudad de México Zendesk A tiempo completo

    Job DescriptionIn Zendesk, we are seeking a detail-oriented and business-focused Project Portfolio Analyst to join our Corporate Program Management Office (CPMO) to help us effectively manage and optimize our project and OKR portfolios to ensure we meet our company objectives.This role partners with CPMO leadership, Corporate Strategy, and teams across the...

  • Brand Portfolio Manager

    hace 2 semanas


    Ciudad de México, Ciudad de México Servicios Comerciales Amazon México S. de R.L. de C.V. A tiempo completo

    About the RoleServicios Comerciales Amazon México S. de R.L. de C.V. is seeking a talented Brand Portfolio Manager to join our team. As a key member of our Consumer Electronics Retail team, you will own and drive the growth of selected brands on Amazon.com.mx.Key responsibilities include looking after the brands' product portfolio, contributing to...

  • Portfolio Manager

    hace 4 semanas


    Ciudad de México, Ciudad de México Thomson Reuters A tiempo completo

    About the RoleIn this opportunity, you will be responsible for conducting ongoing analysis of products in our portfolio, understanding key characteristics of our customers, and proactively monitoring internal sources of data to assess and inform proposition health.About YouYou're a fit for the role if your background includes a Bachelor's Degree in Finance,...


  • Ciudad de México, Ciudad de México Zendesk A tiempo completo

    About the RoleWe are seeking an exceptional IT Portfolio Manager, Strategic Planning to drive the strategic direction of our company-wide IT projects portfolio, influencing strategic technology and data initiatives, and ensuring alignment with existing business objectives and target architectures.The successful candidate will report directly to the Director...

  • Gaming Portfolio Manager

    hace 3 semanas


    Ciudad de México, Ciudad de México Logitech A tiempo completo

    About the Role:Logitech is seeking a seasoned Category Portfolio Manager to oversee the product life cycle of the Gaming & Streamers Category. As a key member of the team, you will partner closely with sales, regional and global counterparts, and supply chain to define, plan, and drive the achievement of product KPIs (revenue, margin, profitability, and...

  • Gaming Portfolio Manager

    hace 2 semanas


    Ciudad de México, Ciudad de México Logitech Inc. A tiempo completo

    The Role: Logitech Inc. is seeking a skilled Category Portfolio Manager to manage the product life cycle of the Gaming & Streamers Category.We are looking for a passionate and experienced professional who will partner closely with the sales organization, regional and global counterparts, and supply chain to define, plan, and drive the achievement of product...


  • Ciudad de México, Ciudad de México Lilly A tiempo completo

    We're seeking a skilled Dermatology Portfolio Manager to play a critical role in launching a new product and building our presence in the Dermatologists community in Mexico.As the Brand Manager for Dermatology, you will lead the development and implementation of our brand strategy and tactics, working closely with cross-functional teams and external...


  • Ciudad de México, Ciudad de México AIG A tiempo completo

    Job Overview:AIG seeks an experienced Treasury Portfolio Manager to join our team. This role will be responsible for managing the financial performance of assigned accounts, providing customer service and resolving issues related to premium payments.About Us:American International Group, Inc. (AIG) is a leading global insurance organization with a 100-year...

  • Lead Portfolio Manager

    hace 4 semanas


    Ciudad de México, Ciudad de México Dr. Reddy's Laboratories Ltd A tiempo completo

    Job SummaryWe are seeking an experienced Lead Portfolio Manager to oversee the development and management of our generic portfolio. The successful candidate will be responsible for leading the ideation and selection of APIs and formulation dose forms, as well as coordinating with cross-functional teams to drive decision-making processes.Key...