Client Portfolio Specialist– Putnam Equity Strategies
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Job Location:
Boston, NH - USA
Monthly Salary:
Not Disclosed
Posted on:
21 hours ago
Vacancies:
1 Vacancy
Job Summary
At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic 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 thats both broad and unique. From our welcoming inclusive and flexible culture to our global and diverse business we provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
Team & Role Overview
The Global Business Development team provides accurate insightful investment data and analysis that supports product positioning marketing and sales across Putnam Equity strategies. The team works closely with Client Portfolio Managers investment teams RFP Teams sales marketing operations and compliance to deliver highquality analytics reporting tools and marketing materials in a highly collaborative compliancefocused environment.
Position Overview
The Client Portfolio Specialist is a key member of the Global Business Development team responsible for delivering accurate investment data and analysis that supports product positioning marketing and sales efforts across all of Putnam Equity strategies. This position partners closely with CPMs investments sales RFP Teams marketing and compliance teams to analyze and interpret portfolio and benchmark data develop and maintain high-quality reporting tools and marketing materials and ensure timely efficient distribution of information. The Client Portfolio Specialist responds to internal and external data demands for existing clients and prospects providing tailored analytics and materials related to Putnam Equity strategies and is responsible for reviewing all marketing materials for accuracy consistency and appropriateness prior to public distribution. This position requires a strong attention to detail in reviewing portfolio data for accuracy and consistency.
How You Will Add Value
Core Responsibilities
You will review materials for accuracy and consistency.
You will collaborate with Client Portfolio Managers investment sales RFP Teams marketing operations and compliance teams.
You will improve data quality and processes.
Strategic Responsibilities
You will analyze and validate performance benchmark attribution and portfolio data.
You will support product positioning sales efforts and client reporting.
Teams & Collaboration
You will respond to internal and external data requests from clients and prospects.
You will deliver tailored analytics and materials on recurring and ad-hoc bases.
What Will Help You Be Successful in This Role
Experience Education & Certifications
3-5 years of experience in finance and public equities.
Bachelors degree required.
Financial Industry Regulatory Authority Series 7
Technical Skills
Strong analytical skills interpreting performance benchmark and portfolio data.
Advanced Microsoft Excel proficiency
Comfort working with large datasets and refining workflows.
Soft Skills
Collaborative mindset and cross-functional working experience.
Strong communication skills for technical and non-technical audiences.
Ability to manage multiple priorities and tight deadlines.
Strong attention to detail and ability to identify data inconsistencies and anomalies.
Work Schedule & Location
Hybrid work schedule
Work Location: Boston MA
Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary 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 well-being program. We expect the annual salary for this position to range between $105000 to $115000 plus an annual discretionary bonus depending on location and level of relevant experience.
Staffing Agency Disclaimer:
Please note that we are not engaging staffing agencies or external recruiters for this position. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions and no agency or search fees will be paid.
#LI-Hybrid
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests lifestyle or background theres 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.
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 lifes 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
Tuition Assistance Program
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 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 or adjustment to search for or apply for one of our positions please send an email to . 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.
Required Experience:
IC
Key Skills
About Company
Franklin Templeton Investments is a global investment manager. At the core of our business are multiple world-class investment management groups – Franklin, Templeton and Mutual Series – each operating independently and offering their distinct perspectives to financial advisors and th ... View more
