Equity Solutions Portfolio Analyst – Portfolio Construction & Optimization

About the role

The portfolio solutions team at Putnam Investments is seeking an experienced Portfolio Analyst to support portfolio construction, customization, and portfolio solutioning efforts across investment strategies. The role will focus on enhancing the investment process by applying portfolio solutioning techniques, including portfolio optimization, to deliver customized investment products.

Key Responsibilities

• Support the development and implementation of customized portfolio solutions
• Translate client objectives, constraints, and preferences into practical portfolio construction recommendations
• Partner with portfolio managers and client teams to deliver scalable and efficient customization solutions
• Support portfolio construction and optimization processes across investment strategies
• Analyze portfolio exposures, allocations, and risk characteristics relative to benchmarks and client objectives
• Evaluate portfolio trade-offs involving return expectations, tracking error and implementation constraints
• Work closely with portfolio managers, fundamental and quantitative analysts, trading, operations, client and product teams
• Incorporate both quantitative analysis and fundamental investment considerations into portfolio recommendations
• Support ad hoc analyses related to client mandates, portfolio construction, and investment strategy

What will help you be successful in this role?

• Experience and education/certifications

Minimum of 5 years of relevant experience in a portfolio construction or quantitative investment role within asset management

A strong understanding of:

• Portfolio construction and optimization
• Portfolio risk analysis
• Equity strategies
• Quantitative analysis
• Asset allocation and investment management principles

Proficiency with coding, querying, and analytical tools to support portfolio analysis, data management, and investment-decision making

Experience with portfolio analytics and risk platforms such as:

• Axioma
• Barra
• Aladdin
• FactSet
• Bloomberg

Work Schedule & Location

Standard working hours: Hybrid (Four days in office)

Work Location: Boston, MA

When applying, please be sure to attach your resume/CV.

Applications without a resume file attachment will not be reviewed.

Career Development

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 well-being program.

Compensation Range

We expect the annual salary for this position to range between $175,000 to $200,000, 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 at this time. 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.