What is the SMA – PAG Group responsible for?
- The Separately Managed Accounts Portfolio Analytics Group is responsible for the trading, implementation, and model delivery of Separately Managed Account strategies.
What are the ongoing responsibilities of the Portfolio Analyst?
- Portfolio Analyst should ensure investment management and trading decisions are implemented accurately at the individual portfolio level for applicable strategies within SMA.
- Responsible for investment guideline compliance, executing client directed activity, (i.e. deposits, withdrawals, and tax requests) and review and maintenance of portfolios.
- Assist with allocations and trade settlement for SMA’s Fixed Income strategies.
- Work closely with the model-delivery strategies, ensuring models are delivered to sponsors accurately and on a timely basis.
What ideal qualifications, skills and experience would help someone to be successful?
- This position requires a bachelor’s degree in business administration, accounting, or finance.
- This position must have 1-3 years of financial industry work or experience in trading Separately Managed Accounts.
- Individual must have experience with automated financial systems and advanced knowledge of Microsoft Excel.
- Excellent verbal and written communication skills.
- Ability to multi-task and work independently, but also collaborate in a team-oriented environment.
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:
- Professional development growth opportunities through in-house classes and over 150 Web-based training courses
- An educational assistance program to financially help employees seeking continuing education
- Medical, Life, and Personal Accident Insurance benefit for employees. Medical insurance also covers employee’s dependents (spouses, children and dependent parents)
- Life Insurance for protection of employees families
- Personal accident insurance for protection of employees and their families
- Personal loan assistance
- Employee Stock Investment Plan (ESIP)
- Onsite fitness center, recreation center, and cafeteria
- Cricket grounds and gymnasium
- Library
- Health Center with doctor availability
- Tuition Assistance Program
- HDFC ATM on the campus
