ClearBridge Investments
Franklin Templeton Private Portfolio Group LLC (FTPPG) is a wholly-owned subsidiary of Franklin Resources Inc. FTPPG together with its sub-advisers provides investment advisory services in investment programs offered at sponsor firms. FTPPGs sub-advisers include but are not limited to ClearBridge Investments Franklin Advisers Putnam Investment Management Royce and Western Asset.
According to Cerulli Associates, Franklin is ranked #2 for provider of model-delivered SMAs measured by retail AUM as of 1Q 2025. Model delivered assets were approximately $80 billion as of March 2025. FTPPG is contracted with over 175 sponsor firms with total assets currently over $135 billion.
FTPPG is looking for a Portfolio Associate to join our complex fast-paced and team-oriented implementation team. This individual will be primarily responsible for delivering and verifying portfolio changes to the various sponsors (model delivery) and implementing such changes for our discretionary SMAs while being committed to providing clients and investment professionals with exceptional service and support.
An ideal candidate has extensive knowledge of the SMA industry, has worked with various SMA programs (Vestmark, Archer, Merrill Lynch, Morgan Stanley to name a few) and has technical skills to run reports and format products for various uploads.
Key Responsibilities
Model delivery and verification of portfolio changes
Trade implementation of separately managed accounts
Liaise with various personnel from the specialist investment managers of the Franklin organization (e.g., portfolio management operations trading client service) to transition and invest accounts in accordance with strategy and client guidelines.
Raise and invest cash as needed following client directed flows
Perform various daily and weekly checks of the account base (e.g., high cash, non-model holdings) and respond to ad hoc requests from investment teams
Respond to inquiries from Clients, FAs, and PM teams
Interact with outsourced SMA Service provider on a daily basis
Other duties as assigned
Overall Requirements
BA / BS in business or related field
3 years experience in the financial industry
Understanding of investment products and securities operations
Understanding of model delivery and trade implementation functions in separately managed accounts
Ability to analyze problems and provide resolutions
Detail-oriented with the ability to work independently and multi-task in a fast-paced environment. Must also be a team player.
Excellent communication and organizational skills
Proficient in Microsoft Office
Working knowledge of Archer a plus
Total Rewards
Health, wellness and risk benefits to protect employees and their families
Retirement savings, stock purchase and other incentive programs to help employees plan for the future
Holiday paid-time-off and other employee programs that support work-life balance
Support for pursuing certifications, external education and degree programs
Learning development and career advancement opportunities
Ways to get involved in and give back to our communities including paid time off for volunteering and charitable donation matching
The salary range for this position is targeted for $95,000 to $125,000 plus discretionary bonus. Base pay offered may vary depending on job-related knowledge, skills, and experience.
Key Skills
Project / Program Management
Project Portfolio Management
Portfolio Management
Credit Analysis
Banking
Pricing
Analysis Skills
Project Management
Financial Analysis
Budgeting
Property Management
Contracts
Employment Type: Full-Time
Experience: years
Vacancy: 1
Monthly Salary: 95000 - 125000
Equality FTPPG is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation and any other basis protected by federal, state or local law, ordinance or regulation.
ClearBridge is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation and any other basis protected by federal, state or local law, ordinance or regulation.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions please send an email to . In your email please include the accommodation or adjustment 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.
Required Experience:
IC
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According to Cerulli Associates, Franklin is ranked #2 for provider of model-delivered SMAs measured by retail AUM as of 1Q 2025. Model delivered assets were approximately $80 billion as of March 2025. FTPPG is contracted with over 175 sponsor firms with total assets currently over $135 billion.
FTPPG is looking for a Portfolio Associate to join our complex fast-paced and team-oriented implementation team. This individual will be primarily responsible for delivering and verifying portfolio changes to the various sponsors (model delivery) and implementing such changes for our discretionary SMAs while being committed to providing clients and investment professionals with exceptional service and support.
An ideal candidate has extensive knowledge of the SMA industry, has worked with various SMA programs (Vestmark, Archer, Merrill Lynch, Morgan Stanley to name a few) and has technical skills to run reports and format products for various uploads.
Key Responsibilities
Model delivery and verification of portfolio changes
Trade implementation of separately managed accounts
Liaise with various personnel from the specialist investment managers of the Franklin organization (e.g., portfolio management operations trading client service) to transition and invest accounts in accordance with strategy and client guidelines.
Raise and invest cash as needed following client directed flows
Perform various daily and weekly checks of the account base (e.g., high cash, non-model holdings) and respond to ad hoc requests from investment teams
Respond to inquiries from Clients, FAs, and PM teams
Interact with outsourced SMA Service provider on a daily basis
Other duties as assigned
Overall Requirements
BA / BS in business or related field
3 years experience in the financial industry
Understanding of investment products and securities operations
Understanding of model delivery and trade implementation functions in separately managed accounts
Ability to analyze problems and provide resolutions
Detail-oriented with the ability to work independently and multi-task in a fast-paced environment. Must also be a team player.
Excellent communication and organizational skills
Proficient in Microsoft Office
Working knowledge of Archer a plus
Total Rewards
Health, wellness and risk benefits to protect employees and their families
Retirement savings, stock purchase and other incentive programs to help employees plan for the future
Holiday paid-time-off and other employee programs that support work-life balance
Support for pursuing certifications, external education and degree programs
Learning development and career advancement opportunities
Ways to get involved in and give back to our communities including paid time off for volunteering and charitable donation matching
The salary range for this position is targeted for $95,000 to $125,000 plus discretionary bonus. Base pay offered may vary depending on job-related knowledge, skills, and experience.
Key Skills
Project / Program Management
Project Portfolio Management
Portfolio Management
Credit Analysis
Banking
Pricing
Analysis Skills
Project Management
Financial Analysis
Budgeting
Property Management
Contracts
Employment Type: Full-Time
Experience: years
Vacancy: 1
Monthly Salary: 95000 - 125000
Equality FTPPG is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation and any other basis protected by federal, state or local law, ordinance or regulation.
ClearBridge is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation and any other basis protected by federal, state or local law, ordinance or regulation.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions please send an email to . In your email please include the accommodation or adjustment 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.
Required Experience:
IC
#J-18808-Ljbffr