Portfolio Expert

hace 1 día

Ciudad de México, Ciudad de México F1605 Franklin Templeton Investment Services (Mexico), S de RL A tiempo completo
  1. At Franklin Templeton Investment Services (Mexico), S de RL, we are committed to delivering better client outcomes by partnering closely with our clients and identifying strategic solutions to meet their needs.
  2. Our team of 9,500 employees in 30 countries around the world provide investment solutions for clients in over 155 countries.
  3. The Portfolio Analyst will report directly to the Director of Portfolio Analytics and assist with the implementation and management of strategies.

The key responsibilities of this role include:

  1. Ensuring investment management and trading decisions are implemented properly at the individual portfolio level for applicable strategies within FSMA, with a focus on investment guideline compliance and executing client-directed activity.
  2. Assisting with allocations and trade settlement for FSMA strategies.
  3. Responding to portfolio management and sponsor queries.
  4. Generating periodic and ad-hoc portfolio reports for the portfolio management team.

Key requirements for this role include:

  1. Fluency in English, both spoken and written.
  2. 2+ years of experience in the investment industry with a basic understanding of portfolio management.
  3. Minimum bachelor's degree in economics, finance, financial engineering, or a related field.
  4. Strong analytical and quantitative skills.
  5. Proven information gathering skills, attention to detail, and ability to manage multiple projects simultaneously.
  6. Team player with the capability to work independently with minimal supervision.
  7. Proficiency in Microsoft Office, with experience in Archer or Perform a plus.

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