Systematic Equity Analyst (BW) – Franklin Equity

Franklin Templeton; Philadelphia (Philadelphia County); On-site; USD 105,000 - 140,000; Full time

Benefits offered by this job

PTO 3 weeks

Medical, dental, vision

401(k) with generous match

Employee stock investment plan

LEAP education assistance

Learning resources

Education expense reimbursement

Job summary

Franklin Templeton in Philadelphia is seeking a Systematic Equity Analyst to provide quantitative and fundamental analysis for Small, Select, Mid and Large Cap value and dynamic portfolios. You will analyze securities, sectors, and portfolios, and perform financial statement reviews focusing on operating earnings and balance sheet strength.

You will collaborate with portfolio managers, support performance attribution and client reporting, assist with data maintenance and portfolio rebalancing,

Qualifications

• 2–4 years of experience in equity markets with quantitative research
• Strong mathematical mindset for research and problem solving
• Experience with large datasets, data extraction and interpretation

Responsibilities

• Conduct securities research within a team framework
• Assist portfolio managers with data maintenance and rebalancing
• Support portfolio research through data assembly, statistical analyses and quantitative studies
• Contribute to portfolio attribution analysis and client reporting
• Assist in R&D of new products and enhancements

Skills

Quantitative research

Data analysis

Analytical problem-solving

Equity markets knowledge

Education

Bachelor's or master's in Mathematics/Statistics/Economics/Data Science/Quantitative Finance/Accounting

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.

Team & Role Overview

About the Team and Department

The Diversified Equity team works within Franklin Templeton’s Franklin Equity group. For nearly 4 decades, this team has delivered equity portfolio solutions primarily focused on US based, public equities using a value approach. Our portfolios have a strong quantitative foundation with fundamental analysis employed in some strategies to identify quantitatively attractive investments which may be less likely to outperform.

About The Role

The Systematic Equity Analyst will provide quantitative and fundamental analysis and support for Systematic Small, Select, Mid and Large Cap Value and Dynamic equity portfolios. The Analyst will assist the investment team with analysis of securities, sector/industry groups and portfolios, and conduct financial statement analysis with specific focus on operating earnings, balance sheet strength and threats to business. The Analyst will support the investment team in additional areas including portfolio performance evaluation, ESG activities, trading cost analysis, client request, and other tasks. The investment process for this investment strategy is quantitative in nature with a fundamental exclusion overlay.

How You Will Add Value

• Analysis typically focuses on individual securities and quantitative research topics.
• Independently conduct research on securities within a team framework.
• Perform security analysis focused on team objectives of operating earnings purity, evaluating balance sheet strength, and identifying business risks with the objective of avoiding unfit securities, not active selection of stocks.
• Assists portfolio managers in day-to-day data maintenance and portfolio rebalancing.
• Assist portfolio research team through assembling and reviewing data, conducting statistical analysis, and completing quantitative studies with supervision.
• Assists in portfolio attribution analysis and client reporting.
• Assists as needed with research and development of new products and enhancements to existing products.
• Perform other miscellaneous duties as required.

What Will Help You Be Successful In This Role

Experience, Education & Certifications

• 2 - 4 years of experience in equity markets, with demonstrated quantitative research, data analysis, and analytical problem-solving skills.
• Bachelor's or masters degree in a quantitative discipline such as Mathematics, Statistics, Economics, Data Science, Quantitative Finance, or Accounting.
• Experience working with large and complex datasets, including data extraction, analysis, and interpretation.
• Strong quantitative mindset with a rigorous, mathematically driven approach to research and problem solving.
• Ability to work within a disciplined, process-oriented approach while maintaining flexibility, initiative and curiosity.
• Knowledge of equity markets, financial analysis, accounting and investment concepts.
• Excellent written and verbal communication skills, with the ability to clearly present complex findings to diverse audiences.
• Self-motivated and able to work independently in a fast-paced, evolving environment experiencing significant growth and change.
• Demonstrated ability to manage multiple priorities effectively, exercise sound judgment, and seek guidance when appropriate while collaborating with team members.

Work Schedule & Location

• On-Site four days per week
• Work Location: Philadelphia, PA

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 $105,000 to $140,000, plus an annual discretionary bonus, depending on location and level of relevant experience.

ASSOCIATE

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.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.