About The Investment Research Team
Our Philadelphia-based fundamental equity team focuses on large cap value and global equity. We are a curious, collaborative, high-performing group who seek to identify the best combination of valuation characteristics, earnings growth, and quality with identifiable catalysts for appreciation while attempting to avoid common behavioral finance mistakes. We value a culture of both cooperation and debate, the willingness to be different, and dedication to the value style.
How You Will Add Value
Core Responsibilities
- You will conduct fundamental research on value-oriented equities across a variety of sectors, capitalizations and geographies.
- You will develop and maintain detailed financial models, forecasts, and valuation frameworks.
- You will produce well-supported investment recommendations with clear risk/reward profiles.
- You will monitor company performance, earnings, and industry developments continuously.
- You will engage with company management, industry experts, and the sell-side community.
- You will write and present investment theses to the portfolio management team.
- You will contribute to portfolio construction discussions and risk assessments.
- You will take initiatives to set up and lead responsible investment engagements with companies.
- You will collaborate with other analysts to identify cross-sector opportunities and risks.
- You will participate in client, prospect and consultant meetings to help us grow our business.
- You will mentor junior analysts and contribute to team development and knowledge sharing.
What Will Help You Be Successful In This Role
Experience, Education & Certifications
- Minimum 7–10 years of experience in equity research (buy-side preferred).
- Deep sector expertise in one or more industries relevant to large cap value.
- Demonstrated track record of successful stock recommendations.
- Bachelor’s degree required; MBA or CFA encouraged but not required.
- Additional languages beyond English may be a plus.
- Experience participating in external client/consultant meetings is a plus.
- If you’re missing some of the above but feel you should be considered, we encourage you to make your case via cover letter- we will read it!
Technical Skills
- Advanced financial modeling and valuation skills (DCF, comparables, scenario analysis).
- Proficiency with Bloomberg, FactSet, Excel, and other financial tools.
- Strong analytical and quantitative reasoning capabilities.
- Ability to synthesize complex data into actionable insights.
Soft Skills
- Curiosity, kindness, willingness to be collaborative and open-minded.
- Excellent written and verbal communication skills.
- High level of integrity, accountability, and professional maturity.
- Ability to work independently and as part of a team.
- Strong organizational skills and attention to detail.
Work Schedule & Location
- Standard hours: 9 AM – 5 PM (flexible start time available)
- Work arrangement: Hybrid (Philadelphia, PA) or On-site
Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $150,000 - $180,000, depending on level of relevant experience, plus an opportunity to earn a discretionary bonus.
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