Mergers & Acquisitions Senior Associate
About the role
Franklin Templeton is seeking a highly analytical, articulate, detail-oriented individual to join the M&A team. This position reports to Franklin Templeton’s Global Treasurer and Head of M&A. The M&A team covers global opportunities broadly across alternative asset management, traditional asset management, and wealth management.
Responsibilities
- Work with senior management to identify and execute Franklin Templeton’s global M&A activities including joint ventures, strategic investments, and other growth initiatives
- Lead the creation of detailed financial models to assess various M&A and strategic initiatives including valuations, returns, key operating assumptions and sensitivities
- Conduct detailed financial due diligence, including quality-of-earnings reviews, working capital analyses, and operational assessments
- Prepare investment committee materials, including transaction memos, valuation outputs, and risk assessments
- Perform comprehensive industry and competitive landscape analyses to support deal thesis development
- Drive the execution of opportunities including presentations, financial modeling, due diligence, transaction structuring and negotiation
- Audit industry valuation benchmarking and relevant comparables
- Assist with post-closing integration across investments, distribution, and all corporate functions
Qualifications
- A minimum of 3 to 6 years of experience in investment banking, corporate development, M&A and/or asset management
- Experience in Financials Institutions industry group with a focus on asset management
- Proven experience executing M&A transactions, including end-to-end deal modeling, valuation, and transaction analysis
- Advanced Excel and financial modeling expertise, with exceptional PowerPoint and presentation skills for senior-level audiences
- Highly developed analytical skill set, with the ability to synthesize complex financial and strategic information
- Demonstrated ability to leverage artificial intelligence tools and techniques to enhance analysis, decision-making, and execution
- Deep understanding of—and genuine enthusiasm for—the global financial and investment markets
- Proven ability to manage multiple, complex priorities in a fast-paced, deadline-driven environment
- Exceptional attention to detail, with a commitment to accuracy and high-quality output
- Strong written and verbal communication skills, with the ability to convey complex ideas clearly and concisely
- Collaborative, team-oriented work style with the ability to partner effectively across functions
- Self-starting individual contributor with an entrepreneurial spirit
Skills
- Financial modeling
- Due diligence
- Industry analysis
- Deal structuring
- Post-closing integration
Benefits
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 believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally. Highlights of our benefits include:
- Paid Time Off: Three weeks of PTO in your first year
- Health Coverage: Competitive medical, dental, and vision insurance to support your well-being
- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge
Pay
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 $165,000 to $190,000 in addition to a competitive bonus.