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, and we are looking for qualified candidates to join our team.
What is the Franklin Templeton Investment Solutions team responsible for?
Franklin Templeton Investment Solutions group manages multi-asset class portfolios, comprising of equities, fixed income, and alternative asset classes. As a Portfolio Associate, you will assist portfolio managers by performing time sensitive tasks allowing the Portfolio Manager to concentrate on portfolio management, research and client service. Tasks will include: entering trade orders, coordinating with security traders as needed, improving portfolio management processes, monitoring portfolios for compliance with policy and appropriate models, generating trade programs when required, becoming the point of contact when the Portfolio Manager is away from the office, and performing other general administrative duties as assigned by the portfolio manager.
What are the ongoing responsibilities of Portfolio Associate?
- Monitor assigned portfolios against the appropriate model to ensure commonality, monitor cash balances and portfolio compliance and generate rebalancing and allocation programs when necessary. Input portfolio trade requests as directed by the Portfolio Manager.
- Maintain portfolio trading data. Coordinate with traders to ensure orders are executed in a timely and efficient manner. Record relevant trade order execution data. Keep PM up to date on execution progress.
- Attend weekly portfolio meetings and keep up to date in review of analyst reports and risk model changes.
- Maintain and monitor portfolio holdings versus targets. Improve portfolio implementation processes. Generate reports using analytics software systems. Perform portfolio analysis as requested. Maintain portfolio data for research and tracking. Maintain portfolio operations internal operating procedures. Build and maintain portfolio datasets and visualization reports using PowerBI and Tableau. Coordinate with internal stakeholders as needed. Keep up to date with portfolio and business requirements. #MID_SENIOR_LEVEL
What ideal qualifications, skills & experience would help someone to be successful?
- Degree in Finance/Accounting and or related experience.
- Some experience working in the financial services industry
- Methodical, organized, reliable and punctual in approach
- High accuracy and attention to detail
- Ability to meet intra-day deadlines
- Able to multi-task and enjoys variety
- Uses “down time” productively as volumes/complexities can vary widely day on day
- Team player – offers and seeks help appropriately
- Projects a very professional, calm and capable image on the telephone and in person
- Ability to work autonomously
- Knowledge in SQL and Python a plus.
- Experience with Charles River, RiskMetrics, FactSet, BarraOne, PowerBI, Tableau and Bloomberg a plus.
- Proficient in using Microsoft Excel and Outlook
What makes Franklin Templeton 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:
- Possibility to develop your career in a global environment
- Attractive location in the center of Poznań (New Market)
- Private Healthcare and Life Insurance
- Office gym
- MultiSport Program or MultiSport Cafeteria
- Investment Programs
- Learning resources (LinkedIn Learning, online and in-person trainings)
- Recommendation program (Employee Referral Network)
- Friendly and supportive working environment
- Participation in international projects
- Possibility to lead or support charity events
- Onsite kindergarten and creche
- Onsite canteen, discounted prices
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 values diversity in its workforce and welcomes employees from different backgrounds, generations, capabilities, cultural identification, sexual orientations, and gender expression, in addition to other attributes that contribute to a truly diverse and inclusive community.
