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Come join us in delivering better outcomes for our clients around the world!

About the Department

Franklin Income Investors is looking for a Portfolio Analyst / SMA Specialist. This position will report to the portfolio management team and be responsible for assisting in the implementation and management of Franklin Income SMA (separately managed account) strategy.

How You Will Add Value

• You will implement investment decisions for Franklin Income SMA.

• Monitor portfolio positioning, trade executions, cash management and compliance within client guidelines daily.

• Address client requests and manage events throughout the client’s lifecycle, such as account openings, cash flows, rebalances and tax harvests.

• Monitor asset allocation guidelines, model drift and dispersion.

• Interact with operations to ensure proper and timely processing of client requests daily.

• Assist with allocations and trade settlement for Income SMA strategies.

• Generate periodic and ad-hoc reports for the portfolio management team and sponsors.

• Identify and implement any areas of improvement, including leveraging technology and automation to scale.

What Will Help You Be Successful in This Role

Experience, Education & Certifications

• 2+ years of previous investment industry experience with a basic understanding of financial markets and portfolio management.

• Minimum bachelor’s degree, preferred focus on economics, finance, financial engineering, or a related field.

• Strong analytical and quantitative skills.

• Strong numeric and data analysis skills, including the ability to reconcile data from different sources.

• Ability to analyze data in excel and present financial data in a client ready format.

• Proven information gathering skills, outstanding attention to detail and ability to manage multiple projects simultaneously.

• Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios.

• Must be a team player but with the capability to work independently.

• Excellent communication skills; proactive towards new challenges and problem solving.

Please Note: Applicants for this position must be authorized to work full time in the United States without the need for current or future visa sponsorship.

When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.  

Work Schedule & Location

• This is an onsite full-time role based in our San Ramon, CA or New York City office

• Work Schedule: In office 5 days a week

Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. The salary, benefits and variable rewards will reflect the seniority of the position and a competitive market rate. We expect the annual salary for this position to range between $90,000 to $120,000 in addition to a competitive bonus.

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Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a c