Equity Research Analyst (Small Cap Value – Technology)
Franklin Mutual Advisers (FMA) is an investment advisory unit of Franklin Templeton managing more than $35 billion. We are fundamental, bottom-up value investors with a 50-year track record. Our research approach takes a long-term perspective. We actively engage with company management and recognize the importance of ESG factors in our research process.
We provide a hands-on, dynamic, and professional environment. Every investment professional has the ability to impact portfolios and investment performance through their research and contribution to the teams’ performance. We work collaboratively and balance independent work with thoughtful feedback. Analysts are mentored by senior members of our investment team to help them achieve their career goals and develop professionally. We strive to ensure that our employees are compensated fairly with a mix of both monetary and non-monetary rewards provided to them in recognition of their time, talents, efforts, and results.
We are currently seeking a motivated and enthusiastic Research Analyst with a value-based investment approach to focus on the small cap technology sector. Our team is a small and collegial team based out of Short Hills, NJ, with a disciplined approach emphasizing careful security selection and long holding periods. The ideal Analyst will have 5-10 years of experience focusing on small cap value and technology stocks and will provide fundamental research support for the Franklin Small Cap Value Fund.
We are looking for a self-starter, team player, and someone who has a passion for equity research and investing. The research analyst will interact with our diverse investment team, including investment analysts and portfolio managers. Analysts at FMA are encouraged to follow their intellectual curiosity, engage in independent thinking, work with the team to develop compelling investment ideas, and make contributions to portfolio decisions.
What are the responsibilities?
- Perform thorough fundamental analysis of a company’s business and financial position, including cash flow analysis, balance sheet and income statement evaluations.
- Conduct independent research by speaking with company management and industry contacts.
- Compile data from multiple sources and develop detailed financial models on covered companies.
- Initiate and maintain written and verbal communication with portfolio managers.
What qualifications, skills and experience would help someone to be successful?
- Bachelor's degree, MBA and/or CFA highly recommended.
- Minimum of 5 years of equity research experience (5-10 years ideal), with a focus on small-cap technology companies.
- Excellent communication skills, both verbal and written.
- Fundamentally sound and easily articulated investment process.
- Creative problem-solving skills.
- Ability to build and maintain detailed financial models.
- Strong understanding of securities and investment process.