Equity Research Analyst – Technology / Communication Services – Value Oriented
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.
What is Franklin Templeton Investment Solutions responsible for?
The Templeton Global Equity Group believes in a forward-looking and price disciplined approach to investing that focuses on company fundamentals as the driver of value creation will generate superior returns for clients over the long term. We call our approach “compound value” to reflect the importance of combining these key elements into our assessment of all investment opportunities.
We are currently seeking a Senior Equity Research Analyst to cover the Technology or Communications Services sectors. The ideal Analyst will have 8 to 12 years of related research experience in fundamental analysis with a value discipline in one or both sectors, will be a creative thinker, and have direct experience making price-based investment recommendations as a trusted partner in the equity investment process.
We will consider candidates with a variety of backgrounds such as institutional portfolio management and hedge funds. This position will reside in Fort Lauderdale, Florida. Templeton is part of Franklin Templeton Investments and a leading global investment organization with a rigorous valuation methodology and a singular culture, philosophy, and process.
What are the ongoing responsibilities of a Portfolio Analyst?
- Independently identify and evaluate profitable investment opportunities amongst listed in the US and broader Americas. Conduct thorough fundamental analysis of a company’s business and financial position, including cash flow analysis, balance sheet and income statement evaluations, and draw insightful conclusions. Communicate and advocate for investment opportunities verbally and through written research reports. Contribution to relevant equity portfolios as a team member
What ideal qualifications, skills & experience would help someone to be successful?
- Requires 8-12 years of fundamental equity research experience covering the technology or Communication Services sectors Strong numeric, analytical and investment skills Excellent communication skills, both verbal and written9 Investment performance track record an asset. Bachelor's degree and CFA required. MBA preferred. Buy-Side Equity Research experience with similar coverage.