Associate Product Specialist
Posted on: 9 Dec 2021
San Mateo, CA
Job Description
This role is responsible for supporting the gathering and retention of assets under management by providing clients, prospects, internal partners with ongoing updates about the investment philosophy, process, and performance of specific products. Associate Product Specialists demonstrate their knowledge of the investment management industry and products by serving as the first point of contact for general questions on investment strategies.
What are the ongoing responsibilities of an Associate Product Specialist?
Effectively answering client servicing questions, articulating investment team views, and responding to performance questions and other investment-related topics for assigned strategies
Building and maintaining an expert level of knowledge on assigned funds and mutual fund categories, providing regular feedback on competitive intelligence and product development opportunities; includes collecting information to research and analyze all aspects of competitor products, peer performance and competitive industry landscape
Providing ongoing research and analysis in support of product positioning, portfolio attribution and performance analysis, investment process and strategy details, writing investment commentary and proactive portfolio updates (e.g., explaining changes in portfolio holdings and key portfolio themes) to internal audiences
Supporting portfolio managers and product specialists in developing marketing presentations and communications to internal and external audiences
Ensuring projects are executed according to the vision and implemented within deadlines
Providing product information to internal business partners and others responsible for producing and delivering content to internal and external audiences
What ideal qualifications, skills & experience would help someone to be successful?
2-5 years of financial services experience, preferably with a focus on investment management.
Knowledge of global markets, economics, and portfolio theory.
Solid analytical and problem solving skills.
Comprehensive understanding of investment and portfolio management processes.
Strong understanding of Microsoft Excel, Word, and PowerPoint required.
Knowledge of data sources for performance, flows and relevant competitive information is a plus (Morningstar, Lipper, FactSet, Bloomberg).
Strong verbal and written communication skills.
Excellent organizational and project management skills.
CFA (or working toward completion) is a plus.
Undergraduate degree required; emphasis in Finance or Economics desired.
Franklin Templeton Investments
San Mateo, CA
Franklin Templeton Investments has grown from being recognized as one of the best small companies in America to being considered a premier global investment management organization. We offer clients a valuable perspective shaped by our seven decades of experience, investment expertise and growing global reach. The company was founded in 1947 in New York by Rupert H. Johnson, Sr., who ran a successful retail brokerage firm from an office on Wall Street. He named the company for US founding father Benjamin Franklin because Franklin epitomized the ideas of frugality and prudence when it came to saving and investing. The company's first line of mutual funds, Franklin Custodian Funds, was a series of conservatively managed equity and bond funds designed to appeal to most investors.
We have the strength that comes with size. And the insight that comes from seven decades of investing experience.
We maintain a long-term perspective in everything we do and run our business with the same level of discipline we apply to asset management. As a result, our credit ratings are among the highest in the industry.
Our business is diversified by client type and geography. In fact, over 50% of our sales are derived from outside the U.S4. We also maintain substantial liquid cash and investments which give us the flexibility to invest in ongoing innovation for our customers.
We believe these characteristics make us an ideal long-term partner in asset management.
Our strategies are managed by specialized investment teams comprised of more than 600 investment experts around the globe1. These teams are supported by an independent risk management group to ensure investment risks are optimized – not simply minimized.
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IndustryAccounting/Finance
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No. of Employees9,700
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Website
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Jobs Posted396
