Investment Portfolio Analyst

hace 2 meses

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

At Franklin Templeton, our mission is centered around achieving superior client outcomes. We accomplish this by collaborating closely with our clients, evaluating their strategic requirements, and pinpointing the solutions that address their challenges. With over 9,500 employees across 30 countries, we are dedicated to providing investment solutions to clients in more than 155 countries. Our success over the past 75 years is a testament to the talent, skills, and dedication of our workforce, and we are in search of qualified candidates to enhance our team.

POSITION: PORTFOLIO ANALYST – MEXICO CITY

WORK SCHEDULE: Hybrid

NUMBER OF POSITIONS: 3

Franklin Separately Managed Accounts (FSMA) offers a diverse range of options for high net-worth investors seeking the advantages of having their assets managed on a separate account basis. Our team oversees assets exceeding $8.6 billion.

We tailor our services to meet each client's unique investment objectives, risk appetite, liquidity requirements, and preferences regarding tax management, cash flow, turnover, and ongoing portfolio oversight.

By utilizing SMAs, we mitigate the effects of activities that investors might face in a pooled fund. For example, shareholder withdrawals during a market downturn could compel a mutual fund to liquidate assets, potentially leading to capital gain distributions. Moreover, investors maintain ownership of each individual security in their account, distinguishing this approach from mutual fund structures.

Separate account management empowers clients to establish investment guidelines that align with their ethical and moral values. Additionally, client directives can consider significant economic exposure from other investments they may possess.

The Portfolio Analyst plays a crucial role in supporting the execution and management of investment strategies, reporting directly to the Director of Portfolio Analytics.

  • Ensure that investment management and trading decisions are accurately executed at the individual portfolio level for relevant strategies within FSMA. This includes overseeing investment guideline compliance, executing client-directed activities (such as deposits, withdrawals, and tax requests), and maintaining portfolio reviews.
  • Assist with allocations and trade settlements for FSMA strategies.
  • Address inquiries from portfolio management and sponsors.
  • Generate regular and ad-hoc portfolio reports for the portfolio management team.
  • Fluency in English, both spoken and written, is essential.
  • A minimum of 2 years of experience in the investment industry with a foundational understanding of portfolio management.
  • A bachelor's degree is required, preferably in economics, finance, financial engineering, or a related discipline.
  • Strong analytical and quantitative abilities are necessary.
  • Demonstrated skills in information gathering, exceptional attention to detail, and the ability to manage multiple projects concurrently.
  • Must be a collaborative team player, capable of working independently with minimal oversight.
  • Proficiency in Microsoft Office is essential; experience with Archer or Perform is advantageous.

#LI-Hybrid

#ASSOCIATE

What sets Franklin Templeton Investments apart?

In addition to a dynamic and professional work environment, we are committed to providing our employees with a competitive and valuable array of rewards—both monetary and non-monetary—in recognition of their time, talents, efforts, and achievements.

We believe that responsible corporate citizenship is integral to good business practices. For us, corporate citizenship involves accountability, client service, being an employer of choice, and managing our environmental impact. This commitment to corporate citizenship is woven into our culture and values, playing a vital role in our success.

We are also dedicated to your professional growth and development, offering resources focused on Experience, Exposure, and Education to help you reach your career objectives.

Franklin Templeton Investments is an Equal Opportunity Employer. We encourage you to explore our company and career opportunities.

Franklin Templeton is committed to fostering an inclusive environment.

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