Client Portfolio Associate - Boston, United States - Franklin Templeton

Description

Martin Currie is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world.

As an independent Specialist Investment Manager within Franklin Templeton, Martin Currie is a modern, vibrant investment firm with some of the world's leading asset owners as clients.

The talented and autonomous teams create concentrated, best-idea investments that retain their conviction in fast-changing markets. Recognised for the quality and range of their capabilities in global equities, their purpose is invest to improve lives, meaning that they take the next generation into account and deliver innovative strategies with a stewardship edge.

Visit to learn more about our company and our investment strategies.

Martin Currie has an immediate opening for a Client Portfolio Associate in our Chicago office. This position will support the Americas distribution team on business development efforts in both the retail and institutional channels and be a key member of the team to help drive increased interaction and activity with clients and prospects.

Distribution:

• Responsible for lead generation in institutional and private wealth channels utilizing various lead generation websites and tools available to Martin Currie.
• Support Martin Currie team with strategic direction as to which key plans to call on and consultants.
• Analyze data and understand which institutional opportunities to target.
• Create briefs on prospecting opportunities.
• Support field sales Client Portfolio Managers in covering Tier 1 retail territories.
• Assist in developing tier 2 and 3 retail territories in private wealth.
• Assist in responding to client and prospect inquiries.
• Support in providing competitive analysis.
• Support logistics for US visits from PMs, Senior Management, to ensure roadshows run smoothly.

Client Service:

• Support CPMs, IPMs with FT local teams and Martin Currie teams to ensure client service and asset retention is consistent and focused.
• Support Client Portfolio Managers and Institutional Portfolio managers with meeting follow up deliverables, including and not limited to documents, collateral, and data requests.
• Ensure key clients, prospects and Franklin Templeton partners receive collateral and thought leadership on a timely basis.
• Lead meeting planning process for key prospect and client meetings.
• Work closely with our client service team in Edinburgh to ensure clarity of reporting and a proactive approach is delivered.

Other Responsibilities:

• Comply with and be an advocate and role model for all Martin Currie and Franklin Templeton Legal, Regulatory, Governance, Risk and Compliance obligations including understanding your personal responsibilities, obligations, record keeping and behaviors all of the time.

Education

• An undergraduate degree is expected.
• CFA Charter holder desired or interests in pursuing.
• FINRA licenses will be required.

Technical skills and experience

• 3-5 years' experience in financial services.
• Previous Sales and client service experience supporting retail and institutional channels in asset management.
• Industry Knowledge - has intermediate knowledge of investment markets, financial terminology, and compliance requirements.
• Data analytics and information gathering: Ability to synthesize large amounts of data into targeted lists.

Communication Skills

• Good Interpersonal Skills - must be able to work well both independently and within groups.
• Strong communication skills capable of structuring verbal and written communications in ways that promote clarity and understanding.
• Demonstrate the ability to communicate complicated concepts effectively.

Product Knowledge

• Understanding of market and competitor trends, themes, and styles.
• Understanding of vehicles available and technical differences.

Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. The salary, benefits and variable rewards will reflect the seniority of the position and a competitive market rate. We expect the annual salary for this position to range between $70,000 to $80,000 plus a discretionary bonus.

When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

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Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you within the Franklin Templeton Group. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

*Most benefits vary by location. Ask your recruiter about benefits in your country.

Franklin Templeton and Martin Currie are an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, colour, 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.

Franklin Templeton and Martin Currie is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to (An accommodation or work arrangement is a modification or adjustment to the application or interview process.). In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.