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About the Opportunity

Our Franklin Equity Global Growth Team is seeking a Growth-Oriented Equity Research Analyst, covering the Healthcare sector, to join a high-performing team focused primarily on managing global- and non-US separate accounts with over $8 billion in assets under management. This position is based in New York City and will report directly to the strategy’s lead Portfolio Manager.

The current Franklin Equity Global Growth Team is composed of two portfolio manager teams (Global Growth and International Growth) and one analyst team, where analyst roles are a mix of sector-oriented and generalist roles. Sector analysts are organized around key investment sectors:  Cyclicals (Energy/Materials/Industrials), Business Services, Healthcare and Technology (Technology and Communication Services). 

What are the core responsibilities for this Research Analyst?

• The healthcare focused research analyst’s core responsibility includes identifying and researching public equities investment opportunities within the healthcare sector for inclusion in multiple funds managed by the team. 

• The analyst is also responsible for monitoring trends in the healthcare industry.  Each analyst is expected to cover and have portfolio representation of approximately 12 active names. 

• All seven dedicated research analysts report directly to the lead portfolio manager, and all seven analysts participate in the team’s annual bonus pool using a transparent and uniform methodology tied to the performance of their recommendations in the various strategies. 

• The analyst may on occasion also be responsible for representing the team’s investment philosophy, process and strategy in support of winning new portfolio mandates or maintaining client relationships.

• The group runs three primary strategies, Global, EAFE and ACWI ex-US. Each strategy is concentrated (35 names each) and has a mid-cap growth orientation.  Each strategy is longer term in nature with overall portfolio turnover generally less than 30% and with names usually held for four or more years in the strategy.  The strategies are research driven with each analyst having a significant say over which names are held in the portfolio. As a result of a high degree of portfolio ownership by the analysts, we have had very low staff turnover among the team over the past 10 years.

What are the ongoing responsibilities of this role?

• Develop content for scheduled, recurring monthly, quarterly, and other periodic investment product commentaries leveraging investment team and individual research, performance attribution reports and other data analytics. Commentaries are created for multiple audience types: FA, broker dealer, institutional, sub-advised, international, and end-client use.

• Write and oversee production of high-profile deliverables (e.g., thematic papers, market commentaries, crisis communications, media responses, social media, and special projects).

• Originate ideas for content from industry news, research, investor calls, and the Franklin Templeton Investment Institute.  Conduct meetings/interviews with portfolio managers and senior management for new content and white papers.

• Attend investment meetings with portfolio managers and research analysts to build knowledge of underlying investment strategies and learn the “voice of the PM” to effectively develop communications.

• Manage assigned projects/deliverables by actively communicating with team members about deadlines and informing all interested parties of deliverable timelines and status.

• Ensure copy complies with corporate standards, effectively communicates desired message, and meets project deadlines/specifications.

• May assist with the completion of RFPs, DDQs, pre-sale and post-sale