At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

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

What is the Investor Relations group responsible for?

The Investor Relations department is a strategic function at Franklin Templeton that supports communication between the company and its investors, research equity analysts and broader financial community. The team is responsible for the quarterly earnings process, including preparing quarterly earnings materials and investor presentations, managing shareholder engagement, and providing strategic insight to senior management on corporate strategy.  

What is the Analyst, Investor Relations responsible for?

The Analyst, Investor Relations will play an integral role in the development and execution of the Company’s investor relations plan, including key long-term strategies, and building and maintaining relationships with the investment community, equity research analysts and credit ratings agencies. The role will also serve as a key resource to internal stakeholders and a strategic contributor to the company’s corporate development initiatives.  We’re looking for a pro-active and enthusiastic Analyst who is passionate about combining strategic communications with financial expertise.

What are the ongoing responsibilities of a Analyst, Investor Relations?

• Collaborate with cross-functional teams to prepare earnings commentary, disclosures, management scripts and comprehensive Question & Answer documents that address key financial, business and competitive topics.

• Track relevant industry and peer news and research and share with executive team.

• Gather and maintain peer benchmarking analytics and initiatives, including tracking financials, AUM and net flows, and disclosures.

• Support relationships with equity research analysts and credit rating agencies by preparing for calls and reviewing research reports and checking financial models.

• Create and maintain a comprehensive management reporting dashboard with updated consensus estimates, stock ratings, valuation metrics, total stockholder returns, share price performance, and other relevant key financial indicators for the company and its peers.

• Support maintenance of the Investor Relations portion of the corporate website in coordination with external vendors, ensuring that all disclosures, presentations and company information is accurate and current.

• Contribute to the planning and coordination of investor events (conferences, investor meetings), investor presentations, briefing materials, press releases, etc.

• Identify and communicate strategic and tactical ideas for the continuous improvement of the IR program.

• Assist in Franklin Templeton’s overall investor engagement strategy by conducting regular analysis of shareholder base and investor targeting exercises.

What ideal qualifications, skills & experience would help someone to be successful?

• Bachelors Degree

• 2+ years of combined Wall Street (buy-side and/or sell-side) and/or Investor Relations experience.

• Strong technical expertise in Microsoft including Word, PowerPoint, and Excel, and utilizing market data services such as FactSet.

• Thorough understanding of markets, financial statements and analysis, and technology trends.

• Proven communication and presentation skills. Can distill complex financial and business information into clear and succinct messages.

• Proactive mindset, highly analytical, and detail-oriented. Can execute on both tactical and strategic projects.

• Operates with a sense of urgency and can deliver high quality work under tight deadlines with a high level of autonomy and reliability.

• Prioritization and organization skills, with experience effectively managing multiple deliverables simultaneously.

• Experience in asset management or covering asset management strongly preferred

• This is a full-time, onsite position based in New York, requiring in-office presence Mon