Attorney – Investment Management

  • Competitive
  • San Mateo, CA, USA
  • Permanent, Full time
  • Franklin Templeton Investments
  • 22 Nov 17 2017-11-22

Attorney – Investment Management

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're currently looking for qualified candidates to join our team.

The successful candidate will be part of the Franklin Templeton Investments legal team with primary focus on matters relating to FTI's investment management business.


  • Advise and counsel investment advisers and portfolio management teams on issues arising under the Investment Company Act, Investment Advisers Act, Securities Exchange Act, and other federal and state securities laws with respect to the registration, distribution and operations of registered funds.
  • Serve as a disclosure attorney for open-end registered investment companies. Responsibilities include drafting and reviewing fund registration and other disclosure documents, shareholder reports, proxy statements, fund-related marketing materials, fund board materials, agreements, and legal memoranda.
  • Support special projects, including product development, launch of new funds and investment products, and other investment management-related matters.
  • Participate in industry advocacy relating to investment management matters.

  • JD and license to practice law in the U.S. (with subsequent California Bar membership or certification as Registered In-House Counsel).
  • 3-5 years experience in the investment management area with a law firm and/or global financial services company.
  • Knowledge and experience with laws and regulations under the Investment Company Act of 1940, Investment Advisers Act of 1940 and Commodity Exchange Act.
  • A self-directed individual with a high degree of attention to detail, ability to multi-task and prioritize, and effective oral and written communication skills.
  • Ability to establish and maintain cooperative working relationships with other members of the legal team, company management and outside business contacts.
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
* Onsite cafeteria

Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at to learn more about our company and our career opportunities.