Investment Associate (Quantitative Research – FT Investment Solutions)

Franklin Templeton; Boston (MA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

401(k) plan with match

Health and wellness benefits

Learning and education support

Performance bonus potential

Job summary

Franklin Templeton Investment Solutions in Boston seeks an Investment Associate to execute quantitative projects for multi-asset strategies. You'll develop alpha signals, enhance risk models, and back-end code for MosaiQ. This three-year role requires in-office attendance four days per week.

You will collaborate with senior analysts and portfolio managers, build and validate models, and communicate investment ideas to internal clients. A STEM degree and strong Python/SQL skills are essential.

Qualifications

• Bachelor’s or Master’s degree in STEM (CS/DS/Physics/Engineering/Math).
• Proficiency in Python, SQL, and statistical modeling.
• Interest in markets, investing, and finance.
• Team player, proactive, able to manage multiple tasks and deadlines.
• Ability to translate data into written investment recommendations.
• Finance coursework a plus but not required.

Responsibilities

• Develop quantitative research and software in Python to support MosaiQ.
• Collaborate with senior analysts and portfolio managers on the investment process.
• Build signals and models to enhance asset-class strategies.
• Create and maintain quantitative financial models and forecasts.
• Present investment ideas to internal clients and teams.
• Attend investment meetings to deepen knowledge of strategies.
• Manage projects and communicate timelines and status clearly.

Skills

Python programming

SQL databases

Statistical modeling

Strong teamwork

Data interpretation

Education

Bachelor’s or Master’s in STEM

Tools

MosaiQ

Python

SQL

Job description

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.

Franklin Templeton Investment Solutions is an investment management unit of Franklin Templeton managing in excess of $100 billion across a variety of mutual funds and other investment vehicles. Franklin Templeton Investment Solutions is a leader in multi-asset, quantitative, and hedged solutions, leveraging a global network of investment teams to offer innovative and diversified strategies. With a focus on long-term investing, we combine deep research, active management, and data-driven insights to create solutions which seek to meet the evolving needs of investors worldwide. brings together more than six decades of investment experience offering in-depth expertise in managing global, U.S., sector and thematic equity strategies across the style and market-capitalization spectrum. We believe that attractive risk-adjusted returns can be achieved over time by using a team-oriented collaborative approach and disciplined, bottom-up fundamental research.

About The Opportunity

The Investment Associate role is a three-year term position designed to support new graduates in connecting their personal passions and strengths to the mission and principles of Franklin Templeton Investment Solutions (FTIS). Associates will have the opportunity to make meaningful contributions while developing their professional expertise.

The Investment Associate will be responsible for executing innovative quantitative projects to support our multi-asset investment strategies, including developing alpha signals, enhancing our investment risk models, and supporting our ability advise clients on strategic asset allocation. The Associate will contribute meaningful research and back-end code to our investment platform, MosaiQ. This position will be located in our Boston office and requires in-office attendance four days per week.

What are the ongoing responsibilities of this role?

• Develop quantitative research and software applications in Python to support our investment platform, MosaiQ
• Work closely with senior analysts and portfolio managers to contribute to the broader investment process
• Research to enhance investment strategies for example by building signals for a predictive asset class model
• Create and maintain quantitative financial models and forecasts
• Communicate with internal clients to convey investment recommendations and ideas
• Attend investment meetings with portfolio managers and research analysts to build knowledge of underlying investment strategies
• Manage assigned projects/deliverables by actively communicating with team members about deadlines and informing all interested parties of deliverable timelines and status.

What ideal qualifications, skills & experience would help someone to be successful?

• This position requires a Bachelors or Masters degree in a STEM field, with a major in Computer Science, Data Science, Physics, Engineering, or Math. This role is ideal for a recent or new graduate with a strong quant background.
• Proficiency programming in Python, with Databases such as SQL and statistical modeling
• Demonstrated interest in markets, investing and financ.
• A strong team player who is proactive, responsive, and can thrive in a fast-paced collaborative environment. Effective interpersonal skills, proficiency at prioritization, proven experience with simultaneously managing multiple tasks, and the ability to operate under scheduled deadlines.
• Proficiency in interpreting statistical and financial information; strong ability to translate data to support written statements.
• Excellent analytical, quantitative, and interpretative skills, including ability to perform mathematical calculations or analyses in a timely manner.
• Being adaptable, flexible, and resilient.
• Coursework in finance or economics is a plus but not required.

Please Note: Applicants for this position must be authorized to work full time in the United States without the need for current or future visa sponsorship

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 annual salary for this position to range between $80,000- $120,000, depending on location and level of relevant 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

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.