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Associate Product Specialist - Global Macro

Company: Franklin Templeton
Location: Stamford
Posted on: August 5, 2022

Job Description:

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 Templeton Global Macro group responsible for?Templeton Global Macro (TGM) is a global fixed income investment team within Franklin Templeton's multi-manager complex. The team manages more than $33 billion in assets (as of December 31, 2021) across multiple investment vehicles including mutual funds, closed-end funds and institutional separate accounts. Known for its expertise in macroeconomic research, the team has invested in more than 50 countries and currencies in multiple regions across the globe.TGM has a longstanding reputation for being a pioneer in the unconstrained (benchmark agnostic) approach to global fixed income investing, dating back to the launch of its flagship Templeton Global Bond fund in 1986. In recent years, TGM has been at the forefront of the integration of ESG analysis (Environmental, Social and Governance) into global fixed income investing, notably publishing its proprietary ESG scoring system, the TGM ESG Index, in February 2018. Sovereign governance analysis has long been a hallmark of the team's research quality, making TGM a natural leader in the burgeoning field of ESG analysis.TGM is looking to hire an Associate Product Specialist, reporting to the Head of Product Specialists, to support the efforts of the broader TGM Investment Specialists Team, which acts as a liaison between investment management, distribution and other internal and external business partners. The Associate Product Specialist is expected to serve as a product expert for TGM strategies and will represent the investment team by acting as a specialized source of product and market knowledge. The role will provide broad orientation to global financial markets and the asset management industry, as well as opportunities to develop analytical, presentation and writing skills.The Associate Product Specialist has a seat on TGM's trading floor in San Mateo, CA, and partners closely with the investment team on a daily basis to stay informed of portfolio positioning, market conditions, macro conditions and strategic views. This position will be located in San Mateo, California, or Stamford, Connecticut.What are the ongoing responsibilities of an Associate Product Specialist?

  • Effectively answering client servicing questions, articulating investment team views, and responding to performance questions and other investment-related topics for assigned strategies
    • Building and maintaining an expert level of knowledge on assigned funds and mutual fund categories, providing regular feedback on competitive intelligence and product development opportunities; includes collecting information to research and analyze all aspects of competitor products, peer performance and competitive industry landscape
    • Providing ongoing research and analysis in support of product positioning, portfolio attribution and performance analysis, investment process and strategy details, writing investment commentary and proactive portfolio updates (e.g., explaining changes in portfolio holdings and key portfolio themes) to internal audiences
    • Supporting portfolio managers and product specialists in developing marketing presentations and communications to internal and external audiences
    • Ensuring projects are executed according to the vision and implemented within deadlines
    • Providing product information to internal business partners and others responsible for producing and delivering content to internal and external audiencesWhat ideal qualifications, skills & experience would help someone to be successful?
      • Undergraduate degree required; emphasis in Finance or Economics desired
      • 2-5 years of financial services experience, preferably with a focus on investment management
      • Knowledge of global markets (fixed income experience a plus), economics, and portfolio theory
      • Solid analytical and problem-solving skills
      • Comprehensive understanding of investment and portfolio management processes
      • Strong understanding of Microsoft Excel, Word, and PowerPoint required
      • Knowledge of data sources for performance, flows and relevant competitive information is a plus (Morningstar, Lipper, FactSet, Bloomberg)
      • Strong verbal and written communication skills
      • Excellent organizational and project management skills
      • Passion for Sustainable Finance and related regulatory trends (Environmental, Social, and Governance)
      • CFA (or working toward completion) is a plus#LI-ONSITE#ASSOCIATEWhat 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:
        • 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 cafeteriaWe 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 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 Franklin Templeton Careers to learn more about our company and our career opportunities.Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to accommodations@FranklinTempleton.com . In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.

Keywords: Franklin Templeton, Stamford , Associate Product Specialist - Global Macro, Other , Stamford, Connecticut

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