Research Analyst - Fund Manager Research (FoF) - Public Equities
Franklin Templeton Investments
May 3, 2018
New York, New York
At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 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.
What is the Multi Asset Solutions group responsible for? The Multi Asset Solutions team builds and manages multi asset solutions, using a combined top-down and bottom-up approach in order to deliver diversified, actively managed investment strategies. As Research Analyst for the fund manager research team you will conduct investment due diligence on fund managers, primarily long only public equity fund managers, to assess and rate selected mutual funds, ETFs and other vehicles used in the Multi-Asset portfolios we manage. This covers over $100 billion in assets, with around a third utilizing these vehicles as the building blocks for portfolios.
As a Research Analyst, you will work as part of the Manager Research team to identify, conduct due diligence and monitor fund managers, both internal and external managers. This position will have a quantitative and qualitative focus and involve the following:
Preparation of written research reports and quantitative analytics on individual funds and strategies
Analysis and screening of fund universes using quantitative methods
Due Diligence (in-person and remotely) with potential managers
Ongoing monitoring of approved funds
Projects to improve the overall accuracy and efficacy of research
What are the ongoing responsibilities of a Research Analyst?
Use a combined qualitative and quantitative approach to provide detailed analysis and comparison of all funds within a particular asset class for use within multiple portfolio programs including those domiciled in US, Canada and Europe, mainly US
Compile regular fund research recommendations - provide a current investment opinion on each fund held in the programs including both proprietary and third party funds
Source new managers for inclusion in portfolios and our approved manager list
Develop your understanding of the competitive landscape in various sectors, including monitoring top managers
Conduct regular due diligence reviews to monitor team, process, performance, positioning and outlook; arrange for and lead investment presentations from sub-advisors in conjunction with Research Director, CIO and portfolio managers
Keep up to date on capital markets through various brokerage and independent research reports i.e. BCA, Gavekal, ISI
Ad hoc support of portfolio managers through portfolio reviews, and discussions on individual funds or investment ideas.
Share manager updates and manager outlook with the rest of the FT Multi-Asset Solutions team
Assist in the improvement of manager research through projects designed to create process efficiencies, track deliverables, improve quality and utility of content, further capabilities in third-party research and more effectively communicate best ideas to PMs and other investment professionals
Qualifications What qualifications, skills and experience would help someone to be successful? Requirements:
Minimum 3+ years of fund manager selection and due diligence experience
Experience in fund manager research from an Investment Consulting firm or large Fund of Funds
CFA designation or post-graduate degree in finance or a related field
Experience in conducting due diligence on long only equity fund managers
Bachelor's degree from an accredited university
Strong capital markets knowledge
Exposure to a multi manager investment platform
Strong communication skills, both written and oral
Strong quantitative skills
Excellent project management skills
Strong computer skills including experience with financial applications
Ability to work with a global team and travel
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 Total Rewards -the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 75% company match, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
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 supporting our communities . 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. Take some time to, meet some of our people , and see what it means to say, "I AM Franklin Templeton".
Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.