- The +$100b Franklin Equity Group of Franklin Templeton is seeking an experienced and dynamic Head of Risk, Quant, and Portfolio Construction to play a pivotal role in our investment team and enhance our fundamental investment processes with pre-investment quantitative analytics and insights .
- This position requires a unique blend of deep quantitative skills , strategic risk management, innovative portfolio construction abilities, leadership, and communication skills.
- The ideal candidate will be adept at enhancing investment returns within controlled risk levels, partnering with key portfolio management teams, leading others, and will serve as a key liaison with Franklin Templeton's central risk team.
- This position will be located on-site in San Mateo, CA and looking for qualified candidates able to relocate to this location.
- Develop sophisticated tools and techniques to analyze portfolio risks, integrating this analysis into effective portfolio construction and management.
- Utilize strong quantitative skills and methods to assist the portfolio management team in stock selection and portfolio construction decisions, as well as pre and post-investment analyses.
- Contribute to the development of technology infrastructure for modeling, optimization, back testing, analytics, and data management.
- Act as the primary contact between the embedded Franklin Equity Group's Risk, Quant and Portfolio construction team and Franklin Templeton's independent and central risk team, driving improvements in systems, investment, and trading processes.
- Present our risk management and quantitative analytics philosophy and processes to clients and internal partners, translating complex financial topics into comprehensible insights.
- Ensure all direct investment portfolios conform to performance expectations, investment guidelines, risk parameters, and regulatory requirements.
- Education: Bachelor's degree required; Master's or Doctoral degree and CFA or FRM strongly preferred .
- Experience: Minimum of 10 years in a research analyst or risk analyst role , with a proven track record in quantitative analysis, risk management, portfolio construction, and leading others.
- Technical Proficiency : Advanced knowledge in statistical theory, financial instruments, markets, and quantitative methods. Experience with tools such as Northfield, Barra, FactSet, Bloomberg, or similar investment data platforms. Proficiency in R, Python, SQL, and curiosity about emerging artificial intelligence and machine learning methodologies.
- Communication Skills : Exceptional ability to communicate complex financial concepts to diverse audiences, including Portfolio Managers and Chief Investment Officers.
- Leadership: Demonstrated ability to lead and collaborate effectively in both independent and team environments.
- Problem-Solving : Excellent organizational skills and a diligent approach to problem-solving.
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Tuition Assistance Program
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center
- Onsite cafeteria
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VP - Head of Risk, Quant and Portfolio Construction – San Mateo, CA - F1104 Franklin Advisers, Inc.
Description
At 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 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 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.
Franklin Equity Group is a specialist investment manager of Franklin Templeton managing more than $100+ billion across a variety of mutual funds and other investment vehicles. The Franklin Equity Group 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
What are the ongoing responsibilities of this role?
Advanced Risk Analysis:
Pre and Post Investment Quantitative Portfolio Analysis :
Technology and Infrastructure Development :
Collaboration and Integration :
Client and Internal Communication:
Compliance and Performance Monitoring :
What ideal qualifications, skills & experience would help someone to be successful?
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 $225,000.00 to $260,000.00, plus an annual discretionary bonus based on performance.
When applying, please be sure to attach your resume / CV . Applications without a resume file attachment will not be reviewed.
What makes Franklin Templeton 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 —the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results. .
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and . An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.
Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for 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. We invite you to visit us at to learn more about our company, career opportunities and recruitment process.
Franklin Templeton is committed to fostering a 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 and the job title and 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 requests for accommodations will receive a response.
