Portfolio Analyst
hace 1 mes
At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
PORTFOLIO ANALYST – MEXICO CITY
Hybrid Schedule
3 positions available
Franklin Separately Managed Accounts (FSMA) provides an array of options for high net-worth investors who may wish to take advantage of the potential benefits of having their assets managed on a separate account basis. Our group manages in excess of $8.6 billion in AUM.
We can accommodate a client’s unique investment goals, risk tolerance, liquidity needs and objectives such as control over certain taxes, cash flow, turnover, and continuous portfolio maintenance.
SMAs eliminate the impact of activity an investor may experience in a commingled fund. For instance, shareholder withdrawals in a declining market could force a mutual fund to sell assets and potentially cause capital gain distributions. In addition, investors hold each individual security in their account, which is different than a mutual fund structure.
Separate account management allows clients to establish investment guidelines that reflect their moral and ethical values. Furthermore, client guidelines can take into account extraordinary economic exposure from other investments they may already own.
The Portfolio Analyst is responsible for assisting with the implementation and management of strategies and will report directly to the Director of Portfolio Analytics.
Ensure investment management and trading decisions are implemented properly at the individual portfolio level for applicable strategies within FSMA. Also responsible for investment guideline compliance, executing client directed activity, (i.e., deposits, withdrawals, and tax requests) and review and maintenance of portfolios.
Assist with allocations and trade settlement for FSMA 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?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of —the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and . An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.
Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at to learn more about our company and our career opportunities.
Franklin Templeton is committed to fostering a environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to . In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.
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