At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.
Come join us in delivering better outcomes for our clients around the world!
Putnam Investments, a Specialized Investment Manager (SIM) of Franklin Templeton, is a diversified, equity-only asset manager with roots dating back to 1937. We manage a range of active equity portfolios with a focus on stock-specific opportunities. Our approach — stock-driven rather than style-driven — is designed to produce consistent outperformance, regardless of the market environment. As of September 30, 2024, the firm managed over $111 billion in assets under management in strategies covering the style, geography, and capitalization spectrum, as well as sustainable solutions. We offer these strategies in a number of vehicles to meet the investment needs of our global clients and investors. Available vehicles include mutual funds, institutional separate accounts, SMA/model portfolios, ETFs, CITs and UCITS.
About The Opportunity
The
Strategy and Operations Analyst collaborates with colleagues across Putnam as well as the broader Franklin Templeton organization to drive Putnam’s long-term growth. In this role, the Strategy and Operations Analyst conducts competitive research, drives product initiatives, manages operations and technology projects, and otherwise supports Putnam’s strategic agenda. This position will be located in our
Boston office.
What are the ongoing responsibilities of this role?
- Conduct market research to inform Putnam’s long-term product roadmap
- Coordinate across business units to implement Putnam’s product initiatives
- Align with Putnam’s leadership team to build, monitor, and drive the firm’s long-term growth roadmap
- Partner with distribution and investment colleagues to propose and approve product-level pricing
- Drive competitive intelligence efforts for Putnam’s client portfolio managers and leadership team
- Manage complex, long-term projects related to Putnam’s investment operations and technology
- Address various ad hoc inquiries and projects across all areas of Putnam’s business
What ideal qualifications, skills & experience would help someone to be successful?
- Bachelor’s degree or equivalent experience
- 3-7 years asset management industry experience
- Ability to simplify and communicate complex information to various audiences both visually and verbally
- Cross-functional project management expertise
- Willingness to simultaneously tackle projects across different subjects, audiences, and timelines
- Extensive experience with Excel and PowerPoint
- Preferred: CFA or progress towards completion
- Preferred: Familiarity with industry data (eVestment, Morningstar Direct, Lipper, Simfund, etc.)
Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. The salary, benefits and variable rewards will reflect the seniority of the position and a competitive market rate. We expect the annual salary for this position to range between $115,000 to $135,000.
When applying, please be sure to
attach your resume / CV. Applications without a resume file attachment will not be reviewed.
#MID_SENIOR_LEVEL
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
Hear more from our employees
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights Of Our Benefits Include
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Learning and Education Assistance Program (LEAP)
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center*
- Onsite cafeteria*
- Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment 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 or adjustment you are requesting, the job title, and the 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 accommodation requests will receive a response.
