Research Analyst - Fund Manager Research (FoF) - Public Equities

Franklin Templeton Investments
San Mateo, CA, USA
Apr 22, 2018
Apr 26, 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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 a Fund Manager Research Analyst to join our Multi Asset Solutions group in San Mateo, CA.

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 a Fund Manager Research Analyst to join our Multi Asset Solutions group in San Mateo, CA.

What is the Multi Asset Solutions group responsible for?

The team build and manage multi asset solutions, their philosophy combines a top-down and bottom-up approach in order to deliver diversified, actively managed investment strategies. As Research Analyst you will conduct investment due diligence on fund managers, focusing on public equities, 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.

You will work as part of the Manager Research team; identifying managers, conducting due diligence and monitoring public equities, fixed income, and liquate alternative vehicles, primarily focusing on public equity fund managers. You will research both Franklin Templeton and third party fund 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
  • 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

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

  • Minimum 4+ years of fund manager selection and due diligence experience
  • CFA designation or post-graduate degree in finance or a related field
  • Experience in conducting due diligence on Public Equities fund managers
  • Experience in fund manager research from an Investment Consulting firm or large Fund of Funds
  • 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 analytical 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
* Onsite fitness center and recreation center
* Onsite cafeteria

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 to learn more about our company and our career opportunities.

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