Senior Portfolio Manager / VP – Multi Asset Class Portfolios
February 20, 2018
San Mateo, California
Full Time - Experienced
At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for a Senior Portfolio Manager to join our team Multi-Asset Solutions team based in either New York or San Mateo, CA.
What is the Franklin Templeton Multi-Asset Solutions (FTMAS) group responsible for?
The team builds and manages multi-asset portfolio solutions, combining a top-down and bottom-up approach in order to deliver diversified, actively managed investment strategies. As Portfolio Manager you are responsible for managing designated portfolios, and communicating the investment team’s investment philosophy, process and current strategy. This includes asset allocation and strategic position of the portfolios, while delivering superior investment performance.
What are the ongoing responsibilities of a Portfolio Manager?
•Manage assigned multi-asset portfolios for institutional clients according to stated investment objectives and client preferences
•Maintain fluency in portfolio construction process
•Conduct on-going research on global capital markets, provide recommendations based on this research as an input into the FTMAS Investment Strategy and Research Committee
•Act as principal spokesperson for the team’s investment philosophy, process and strategy in support of winning new portfolio mandates, and additionally the retail and institutional mandates in the US
•Act as conduit between the investment team and distribution channels within US Advisory Services to support client retention efforts and to meet with key decision makers at existing clients to provide periodic portfolio reviews and updates
What ideal qualifications, skills and experience would help someone to be successful?
This Position Requires:
•This is a senior VP level portfolio manager position and requires a minimum of 10+ years’ experience as a Portfolio Manager constructing multi-asset style/asset allocation portfolios for large size funds/portfolios for institutional, pension, foundation, endowments or similar style mutual funds
•Experience constructing multi-asset/asset allocation portfolios using individual securities and direct investments
•Bachelor's degree required with an MBA, CFA or advanced degree
•Experience and familiarity with the latest risk management and multi-asset portfolio construction tools and methodologies
•Ability and confidence to engage at high levels of discussion on asset allocation and portfolio strategy
•Knowledge and experience in traditional asset classes, with a good working knowledge of alternative asset classes
•Knowledge of global capital markets
•Ability to conduct fundamental research while contributing to the investment decision making process
•Skilled in verbally articulating all facets of the investment process and strategy
•Ability to conceptualize external feedback and industry trends into the investment team’s process
•Effective relationship management skills and demonstrated credibility with investment team and distribution teams
•Deliver presentations on complex financial and economic topics to a broad audience
•Support business development and client retention efforts
•Ability to work autonomously and make unsupervised decision as required
•Willingness to travel as needed - up to 40% of the time
Internal Number: 821075
About Marissa Bellack
Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees. We have over 9,000 employees working in 60 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results, and working with integrity. Our people are dedicated to delivering strong results and exceptional service to clients, team members and business partners.
For more than 65 years, our success has been a direct result of the talent, skills and persistence of our people. We are currently looking for qualified candidates to join our winning team.
At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qual...ified candidates to join our team.
What makes Franklin Templeton Investments 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:
•Three weeks paid time off the first year
•Medical, dental and vision insurance
•401(k) Retirement Plan with 75% company match, up to the IRS limits
•Employee Stock Investment Program
•Tuition Assistance Program
•Purchase of company funds with no sales charge
•Onsite fitness center and recreation center*
•*Only applicable at certain locations
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 Investments is an Equal Opportunity Employer. We invite you to visit us at http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.