Boston, Massachusetts, United States · Hybrid
$175k–$200k/yr
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
Skills: Portfolio Construction, Portfolio Optimization, Quantitative Analysis, Risk Analysis, Asset Allocation
Hyderabad, Telangana, India · On-site
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 manageme…
Skills: Sourcing, Vendor Management, Contract Management, Contract Redlining, Spend Analysis
St. Petersburg, Florida, United States · Hybrid
$115k–$135k/yr
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
Skills: SIEM, EDR/XDR, Incident Response, Threat Hunting, Log Analysis
Boston, Massachusetts, United States · Hybrid
$200k–$250k/yr
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
Skills: Portfolio Management, Quantitative Research, Alternative Risk Premia, Python, AI Coding Tools
St. Petersburg, Florida, United States · Hybrid
$115k–$135k/yr
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
Skills: SIEM, EDR/XDR, Incident Response, Threat Hunting, Log Analysis
Kolhapur, Maharashtra, India · On-site
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 manageme…
Skills: Mutual Fund Sales, Business Development, Relationship Management, Market Coverage, Retail Distribution
United States · On-site
$190k–$211k/yr
Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe. Clarion Partners offe…
Skills: SQL Server, HTML, CSS, DHTML, XML
Pasadena, California, United States · Hybrid
$200k–$235k/yr
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
Skills: Institutional Sales, Liquidity Management, Business Development, Corporate Finance, Relationship Management
St. Petersburg, Florida, United States · Hybrid
$110k–$130k/yr
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
Skills: CrowdStrike, Tenable, Palo Alto Firewalls, AWS Security, Azure Security
Boston, Massachusetts, United States · Hybrid
$95k–$130k/yr
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
Skills: Investment Writing, RFP Development, DDQ Content Creation, Project Management, Proofreading
New York, United States · On-site
$165k–$190k/yr
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
Skills: Financial Modeling, M&A Execution, Valuation, Due Diligence, Transaction Structuring
Gandhinagar, Gujarat, India · On-site
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 manageme…
Skills: Compliance, Legal Drafting, Contract Management, Regulatory Research, Corporate Filings
New York, New York, United States · Hybrid
$190k–$215k/yr
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
Skills: Investment Risk Management, Private Credit, Direct Lending, CLO/Structured Credit, Data Analytics
Stamford, Connecticut, United States · Hybrid
$165k–$187k/yr
O’Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unl…
Skills: C#, SQL Server, Azure, Blazor, API Design
Philadelphia, Pennsylvania, United States · Hybrid
$120k–$160k/yr
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
Skills: Portfolio Construction, Fixed Income, Risk Management, Quantitative Research, Derivatives
Milan, Lombardy, Italy · Hybrid
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
Skills: Microsoft Office, Outlook, PowerPoint, Excel, Analytical Skills
Hyderabad, Telangana, India · On-site
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 manageme…
Skills: Financial Valuation, Quantitative Techniques, Excel, VBA, Market Data Platforms
Tokyo, Japan · On-site
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
Skills: Product Development, Investment Management, Financial Market Analysis, Stakeholder Coordination, Product Governance
Stamford, Connecticut, United States · Hybrid
$130k–$150k/yr
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
Skills: International Equities Analysis, Client Relationship Management, Portfolio Management, Sales Presentation, Financial Analysis
Poznan, Greater Poland Voivodeship, Poland · On-site
At Franklin Templeton, we’re advancing 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 manage…
Skills: Corporate Actions Research, Financial Instruments, Excel, SQL, VBA
Boston, Massachusetts, United States • Hybrid
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Support the development and implementation of customized portfolio solutions and optimization processes across investment strategies. Collaborate with portfolio managers and quantitative teams to align portfolios with client objectives and risk parameters.
Requires a minimum of 5 years of experience in portfolio construction or quantitative investment roles within asset management. Proficiency in portfolio analytics platforms and coding tools is essential.
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.
Putnam Investments is a diversified fundamental active equity asset manager headquartered in Boston and backed by the significant resources and scale of Franklin Templeton.
Position Summary
The portfolio solutions team 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. This role will work closely with portfolio managers, investment teams, risk and quant teams, product teams, and client-facing partners to develop customized portfolio solutions that align with client objectives, investment guidelines, and risk parameters.
The ideal candidate combines strong quantitative and analytical capabilities with a solid understanding of fundamental investing and portfolio management principles. The successful candidate should be comfortable analyzing portfolios, evaluating trade-offs, and supporting optimization and implementation decisions while maintaining an appreciation for underlying investment fundamentals and portfolio objectives.
Key Responsibilities
Portfolio Solutions & Customization
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
Portfolio Construction & Optimization
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
Investment Collaboration
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
Experience, Education & Certifications
Minimum of 5 years of relevant experience in a portfolio construction or quantitative investment role within asset management
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
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.
Compensation Range: 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. 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.
#MIDSENIORLEVEL
#LI-Hybrid
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.
- 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
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.
Helping investors navigate global markets for over 75 years. We are your trusted partner for what’s ahead™.
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com). The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal. LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk. US readers: View our Terms and Conditions at: https://www.franklinresources.com/resources/social ©Franklin Templeton. All rights reserved.
Offices: 1 Franklin Pkwy, San Mateo, California 94403, US · 200 King St W, Toronto, Ontario, CA · 7 Temasek Blvd, Singapore, Singapore 038987, SG · 3355 Data Dr, Rancho Cordova, CA 95670, US · 62/F Two IFC, 8 Finance Street, Hong Kong, HK
Helping investors navigate global markets for over 75 years. We are your trusted partner for what’s ahead™.
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com). The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal. LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk. US readers: View our Terms and Conditions at: https://www.franklinresources.com/resources/social ©Franklin Templeton. All rights reserved.
Offices: 1 Franklin Pkwy, San Mateo, California 94403, US · 200 King St W, Toronto, Ontario, CA · 7 Temasek Blvd, Singapore, Singapore 038987, SG · 3355 Data Dr, Rancho Cordova, CA 95670, US · 62/F Two IFC, 8 Finance Street, Hong Kong, HK
