Senior Portfolio Manager

Key Responsibilities

• Develop and implement broad investment strategy
• Monitor global macro events and assess their implications on global financial markets
• Analyze portfolio returns & risk to rebalance as needed on an after-tax basis
• Determine absolute and relative valuations of investment securities in client portfolios
• Integrate both global macro and market valuation into a well-defined investment view, rationale, strategy, and portfolio construction applied across a diverse client base
• Manage assigned accounts according to specific client investment objectives and constraints including idea generation; the execution and the monitoring of the assets held in the portfolio to ensure maximization of portfolio performance; and through marketing efforts, make presentations to existing clients, prospective clients, and referral sources
• Interface with the strategy teams and research groups to understand and implement the firm’s recommendations; monitor cash balances; review portfolio investment results; communicate strategy and results to clients

Client Servicing

• Manage and oversee a highly customized dedicated book of business
• Articulate current economic and market views, outlook, portfolio positioning and construction
• Create presentation materials, providing clients with an understanding of the investment strategy and returns for their portfolios
• Articulate the firm’s overall capabilities, philosophy, and approach generally, including asset allocation, equity, fixed income, alternative assets, and related manager selection processes
• Work with business development teams to cultivate new business for the firm
• Foster client additions by providing added value and building strong relationships

Ideal Qualifications

• Bachelor's degree required
• Advanced degree and certifications preferred (i.e. CFA, CFP and/or MBA)
• 10 + years' finance experience required
• Minimum 5 years' portfolio management and investment research experience required
• Experience serving as a Portfolio Manager and Relationship Manager, working with a team to provide excellent service to clients (individuals and multi-generational families)
• Superior communication skills
• Excellent analytical skills and strong attention to detail
• Willingness to travel to various client and business locations

Compensation

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 wellbeing program.

We expect the base salary for this position to range between $200k - $250k, depending on level of relevant experience, plus discretionary bonus.