Associate Research Analyst – Private Markets

Employer
Franklin Templeton Investments
Location
Calgary, Alberta
Salary
We offer a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary
Posted
Jan 05, 2022
Closes
Feb 04, 2022
Industry Sector
Asset Management
Certifications
Passed CFA Level II
Employment Type
Full Time
Education
Bachelors

Associate Research Analyst – Private Markets

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 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.

We are currently looking to hire a Research Analyst, Associate to join our Franklin Global Real Assets Team (FGRAF) team in Calgary.

What are the ongoing responsibilities of a Research Analyst – Private Markets?

Manager Research and due diligence

  • Executes due diligence process to maintain coverage of existing strategies and in sourcing new strategy ideas – expected focus on Private Real Estate, Infrastructure, and Natural Resources.
  • Perform ongoing monitoring of strategy performance/positioning, maintain internal and external sales/PM relationships, and communicate updated investment recommendations.
  • Contribute to broader FT Alternatives Research agenda through attending other due diligence meetings, sharing insights from past research relationships, performing peer reviews.
  • Maintains accurate and complete information of coverage in the team research database.

Collaboration

  • Communicates with Portfolio Managers, Portfolio Analysts, and others to ensure accurate application of Manager Research output 
  • Partner with Portfolio Managers to share investment outlook of underlying managers and ensure alignment of fund implementation options to asset allocation framework

Evolution of Research Process

  • Actively considers potential improvements to overall team efficiency and process
  • Executes research projects aimed at improvement of due diligence decisions and outcomes
  • Critiques methods and best practices learned through conferences, academic and industry publications, and other sources

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

  • 3+ years of relevant experience
  • Bachelor's degree with CFA Level II or CAIA completed, or equivalent relevant advanced degree
  • Experience working with an investment consulting firm or a large allocator (like a pension plan, foundation, or fund-of-fund)
  • Experience in manager selection and/or fund due diligence 
  • Understanding of fund due diligence in equity and fixed income; experienced in ESG investing principles
  • Great work ethic with a strong desire to learn
  • Strong interpersonal skills, ability to work in both a team and independent environment
  • Experience with Morningstar Direct a plus
  • Coding experience a plus (Excel VBA, R, Python)

What makes Franklin Templeton 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:

  • Flexible medical, dental and vision insurance
  • Corporate Pension Plan
  • Employee Stock Investment Program
  • Purchase company funds with no sales charge
  • Competitive vacation package that includes three annual personal days
  • Company paid short-term and long-term Disability Insurance
  • Education assistance

Franklin Templeton Investments Corp. is committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.

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 is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to accommodations@FranklinTempleton.com . In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.

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