Franklin Templeton Private Portfolio Group, LLC (“FTPPG”) is a wholly-owned subsidiary of Franklin Resources, Inc. FTPPG, together with its sub-advisers, provides investment advisory services in investment programs offered at Sponsor Firms. LMPPG’s sub-advisers include ClearBridge Investments, QS Investors, Royce, Martin Currie, and Western Asset.
As a leader in the industry, FTPPG is committed to providing its clients and their investment professionals with exceptional service and support. FTPPG offers clients a personalized approach to investing, with portfolios of individual securities that can be tailored to meet their needs and investment preferences. Our separately managed accounts provide exposure to a wide variety of asset classes and investment disciplines.
We are currently seeking a Portfolio Associate to join our New York City based Portfolio Implementation team. This individual would primarily be responsible for model delivery and trade implementation functions for separately managed accounts.
Key Responsibilities:
- Model delivery and trade implementation of separately managed accounts
- Liaise with various personnel from the specialist investment managers of the Franklin organization (e.g., portfolio management, operations, trading, client service) to transition and invest accounts in accordance with strategy and client guidelines.
- Raise and invest cash as needed following client directed flows
- Perform various daily and weekly checks of the account base, e.g., high cash, non-model holdings and respond to ad hoc requests from investment teams
- Respond to inquiries from Clients, FAs and PM teams
- Interact with outsourced SMA Service provider on a daily basis
- Other duties as assigned
Overall Requirements
- BA/BS in business or related field
- 3+ years experience in the financial industry
- Strong understanding of investment products and securities operations
- Strong understanding of model delivery and trade implementation functions in separately managed accounts
- Ability to analyze problems and provide resolutions
- Detail-oriented with the ability to work independently and multi-task in a fast-paced environment. Must also be a team player.
- Excellent communication and organizational skills
- Proficient in Microsoft Office
- Working knowledge of Archer a plus
Total Rewards
Our employees have access to a competitive and valuable set of Total Rewards. Our Total Rewards include:
- Hybrid work schedule
- Health, wellness and risk benefits to protect employees and their families
- Retirement savings, stock purchase and other incentive programs to help employees plan for the future
- Holiday, paid-time-off and other employee programs that support work-life balance
- Support for pursuing certifications, external education and degree programs
- Learning, development and career advancement opportunities
- Ways to get involved in, and give back to, our communities, including paid time off for volunteering and charitable donation matching
- The salary range for this position is targeted for $95,000 to $125,000 plus discretionary bonus. Base pay offered may vary depending on job related knowledge, skills, and experience
ClearBridge 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.
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.