Portfolio Solutions Analyst: Construction & Optimization

Franklin Templeton; Boston (MA); Hybrid; USD 175,000 - 200,000; Full time

Benefits offered by this job

Three weeks PTO

Medical, dental, vision insurance

401(k) with 85% company match

ESIP

LEAP education assistance

Employee stock investment program

Job summary

Franklin Templeton seeks a Portfolio Analyst to support portfolio construction, customization, and solutioning across investment strategies. You will enhance the investment process using optimization techniques and collaborate with managers, risk, product, and client teams to align with client objectives and risk parameters.

The ideal candidate combines strong quantitative and analytical capabilities with fundamental investing knowledge and portfolio management principles, supporting

Qualifications

• Minimum of 5 years in a portfolio construction or quantitative investment role within asset management.
• Strong understanding of portfolio construction, risk analysis, and equity strategies.
• Proficient in quantitative analysis and investment management principles.
• Proficiency with coding, querying, and analytical tools for portfolio analysis.

Responsibilities

• Support development and implementation of customized portfolio solutions.
• Translate client objectives and constraints into portfolio construction recommendations.
• Partner with portfolio managers and client teams to deliver scalable customization.
• Analyze portfolio exposures, allocations, and risk relative to benchmarks.

Skills

Portfolio construction

Quantitative analysis

Asset allocation

Risk analysis

Coding & data tools

Tools

Axioma

Barra

Aladdin

FactSet

Bloomberg

Job description

Franklin Templeton seeks a Portfolio Analyst to support portfolio construction, customization, and solutioning across investment strategies. You will enhance the investment process using optimization techniques and collaborate with managers, risk, product, and client teams to align with client objectives and risk parameters.

The ideal candidate combines strong quantitative and analytical capabilities with fundamental investing knowledge and portfolio management principles, supporting