Portfolio Construction Analyst

Job Description

*Franklin Templeton, everything we do is focused on one thing delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.What is the Portfolio Construction Analyst team responsible for

• The Portfolio Construction Analyst will be responsible for collaborating with Portfolio Managers, Client Portfolio Managers, Research teams and other stake holders to produce mandate specific strategic asset allocation multi asset portfolios across geographies. The analysts will work in collaboration with FTIS (Franklin Templeton Investment Solutions) teams to develop and propose solutions in a fund of fund structure. These will be guided by client s needs, utilizing portfolio construction and risk system used in UIP (Unified Investment Platform). The candidate also will be collaborating with internal stakeholders to improve the portfolio tools used by FTIS.

What are the ongoing responsibilities of Portfolio Construction Analyst Portfolio Construction (50%):

• Run the optimizations, efficient frontiers, risk analytics etc. to assist in the asset allocation process of the institutional mandates globally and share investment ideas based on the FTs capital market expectations (CME) and other credible external sources.
• Understand the process of CME construction and FactSet risk tree so that reasonable expected returns, volatility, and other inputs are used in any asset allocation exercise.
• Independently provide asset allocation recommendations to internal stakeholders and using internal short term and long-term views. Also work with Manager research teams to come up with a fund of fund structure that can be reviewed portfolio management leadership.
• Run analytics from various portfolio construction tools from time to time to monitor the funded portfolios and to support sales and marketing to come up with visualization, statistics supporting the firm s narrative on the portfolio process.

Project Management (40%):

• Work with the vendors like FactSet, Jacobi Strategies, Morningstar etc. in a capacity of subject matter expert (SME) to improve the tool to sync with FTIS portfolio construction workflow.
• Look for area of improvement in the suit of tools used for portfolio construction process and work with project management team to implement it.
• Understand and convey the training requirements of the portfolio management teams so they remain up to date with the various updates and capabilities available with the portfolio construction tools.
• Collaborate with Vendors, Market Data Services, and internal project management team to make sure the is accurate and up to date.

Research Projects (10%):

• Work with senior leadership on adhoc projects that may include producing analytics supporting investment thesis or proposed investment ideas by the firm in general.

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

• Skilled in using third party quantitative research platform such as Bloomberg, Factset (Cognity), Morning Star Direct etc. Any experience on risk platform would be added advantage.
• Minimum 5-10 years of relevant experience is mandatory.
• Bachelor s degree holder in Finance, Economics, or related discipline.
• MBA Preferred from reputed institute (Tier 1 and Tier 2). CFA or progress towards CFA will be added advantage.
• Analytical and strategic thinking, strong written and verbal English communication.
• Strong Microsoft Office skills is a must, any kind of programming language knowledge will be a plus.
• A high level of integrity and ethical standards and ability to independently execute portfolio construction projects.

What makes Franklin Templeton Investments unique In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.Highlights of our benefits include:

• Professional development growth opportunities through in-house classes and over 150 Web-based training courses
• An educational assistance program to financially help employees seeking continuing education
• Medical, Life, and Personal Accident Insurance benefit for employees. Medical insurance also covers employee s dependents (spouses, children and dependent parents)
• Life Insurance for protection of employees families
• Personal accident insurance for protection of employees and their families
• Personal loan assistance
• Employee Stock Investment Plan (ESIP)
• Onsite fitness center, recreation center, and cafeteria
• Cricket grounds and gymnasium
• Library
• Health Center with doctor availability
• Tuition Assistance Program
• HDFC ATM on the campus

Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.

Keyskills :
market datamicrosoft officepersonal accidentasset allocationmedical insuranceoffice skillsfitness centercapital marketproject managementdata servicesstrategic thinkingrisk analytics