Contract Specialist Contract Specialist …

Franklin Resources Incorporated
in Saint Petersburg, FL, United States
Permanent, Full time
Last application, 28 Jun 20
Franklin Resources Incorporated
in Saint Petersburg, FL, United States
Permanent, Full time
Last application, 28 Jun 20
Contract Specialist
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Job Description - Portfolio Construction Specialist - Contract (706517) Job Description Portfolio Construction Specialist - Contract - 706517 THIS IS A CONTRACT POSITION At Franklin Templeton, 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 qualified candidates to join our team.

What is the Portfolio Consulting Services Team responsible for?

The PCS Team provides consulting services to financial advisor clients of Franklin Templeton. We are focused on helping financial advisors build their best portfolio which can mean reducing risk, lower drawdowns, improved returns, better efficiency, etc. To achieve this goal, we use our experience, our extensive industry knowledge and world-class computer systems.

What are the ongoing responsibilities of a Portfolio Construction Specialist?

The Portfolio Specialist role combines advisory and analytical thought with market and industry expertise to offer our clients comprehensive risk, reporting and investment-oriented analytics focused on improving a model portfolio at the client’s instruction.

The specialist will work in a team environment to develop and implement solutions that meet our client’s business needs. We use traditional risk analysis, factor modeling, stress testing, diversification and other tools to identify to identify solutions for our clients.

The specialist will initially assist within the current team structure and territory assignments to provide US Sales Teams with the best possible solutions for our clients. After a period, the Specialist would be expected to assume territory coverage of their own.

  • Assist PCS Portfolio Consultants reviewing portfolio risk, sources of return and diversification to create portfolio recommendations
  • Generate written summaries of findings and rationale for portfolio changes, where appropriate.
  • Collaborate with Sales to ensure their understanding of the materials and focus points for clients.
  • Assist with workflow optimization and report construction.
  • Research industry best practices surrounding portfolio construction techniques, risk metrics and evolving research
  • Provide support to department leader with ad-hoc projects, research topics, etc

What ideal qualifications, skills and experience would help someone to be successful?

  • 8+ years of professional experience in finance/investments
  • Bachelor’s degree in a relevant field. M.B.A. / Graduate degree / CFA or progress towards preferred
  • Knowledge of capital markets, various investment instruments, asset classes and general understanding of portfolio construction and investment analytics
  • Strong analytical and strategic thinking, excellent communication skills and judgement
  • Ability to work independently and provide insightful analytical reports within the department and to Sales teams
  • Strong skills with Excel and Tableau
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 —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 on your pre-tax and/or Roth contributions, 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*
*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 . An emphasis on corporate citizenship is embedded in our , 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, , and see what it means to say, “I AM Franklin Templeton”. Franklin Templeton 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, or 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. We invite you to visit us at to learn more about our company and our career opportunities. #LI-US #MID_SENIOR_LEVEL Job Function : Product Strategy Primary Location : United States-Florida-St. Petersburg Schedule : Full-time Job Posting Date : May 22, 2020, 11:24:50 AM

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