Head of Multi-Asset Research Strategies

Franklin Templeton Investments
San Mateo, USA
Sep 22, 2017
Sep 24, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees. We have over 9,000 employees working in 60 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results, and working with integrity. Our people are dedicated to delivering strong results and exceptional service to clients, team members and business partners.

For more than 65 years, our success has been a direct result of the talent, skills and persistence of our people. We're currently looking for qualified candidates to join our team.

We are currently looking for a Head of Multi-Asset Research Strategies to join the Multi-Asset Solutions group in either San Mateo, CA, or New York, NY. We will also consider our London and Edinburgh offices. This Head of Research oversees the Multi-Asset Solutions Research function and contributes to the ongoing strategic and tactical asset allocation strategy for the team. This position is responsible for tapping into the expertise of the other research teams across the organization to help drive multi-asset research strategies for the firm. The position oversees all facets of multi-asset research including markets, asset class research, manager research, and quantitative analysis. This position has oversight of the Global Investment Committee and is responsible for determining the asset allocation strategy for investment strategies managed by the Multi-Asset Solutions team. Also, serves as one of the senior spokespeople within the division internally and externally in conferences.

Responsibilities include:
  • Directs the organization's research activities inclusive of markets, strategic and tactical asset allocation, manager due diligence/selection, fundamental research, asset class coverage, and quantitative analysis. Responsible for continuously refining and optimizing research processes, technologies, etc. leveraged by the group.
  • Ensures cross-collaboration within the team and across the organization. Can evaluate and tap into the expertise of other research teams across the organization.
  • Oversees the Global Investment Committee - setting the asset allocation strategy for the organization. Plays a leadership role in the development of multi-asset class investment solutions.
  • Assists where needed with sales and relationship management activities
  • Represents Multi-Asset Solutions as a thought leader at industry conferences, with current and prospective sophisticated clients and consultants, and with the media
  • Leads a global organization of research staff. Reviews/optimizes team structure, develops staff, and resolves escalated employee issues, accountable for the research budget and management of external sources of research

Ideal candidates will have:
  • Bachelor's degree. CFA and/or MBA a plus.
  • Extensive multi-asset research experience, extensive leadership as Director of Research, with a focus in solutions research strongly preferred. May also have a background as an economist or in asset class strategist role.
  • Excellent public speaking skills, ability to engage audiences, and the ability to present complex information in a simplified manner
  • Global macro-economic perspective
  • Deep understanding of global markets
  • Ability to build financial models while displaying a clear understanding of accounting principals and cash flow analysis.
  • Ability to talk passionately and persuasively about Multi-Asset investment process and markets to sophisticated institutional clients and consultants, as well as less sophisticated clients
  • Business development, planning and implementation skills
  • A thought leader with excellent communication skills and expert-level knowledge of market trends, challenges and regulatory issues facing institutional clients
  • Executive presence, stature and proven ability to influence clients at multiple levels of the organization.
  • Teamwork oriented collaborator and leader who can build consensus around complex and fluid issues.
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
* Onsite fitness center and recreation center
* Onsite cafeteria

Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at www.franklintempletoncareers.com to learn more about our company and our career opportunities.


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