Franklin Templeton
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 Our employees have access to a competitive and valuable set of Total Rewards. Our Total Rewards include:
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
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, 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, 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 accommodations@FranklinTempleton.com . 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.
#J-18808-Ljbffr
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 Our employees have access to a competitive and valuable set of Total Rewards. Our Total Rewards include:
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
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, 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, 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 accommodations@FranklinTempleton.com . 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.
#J-18808-Ljbffr