Client Portfolio Associate - International Equities
$130k - $150kFranklin Templeton
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 OverviewThe Business Development Group (BDG) partners with Franklin Templeton’s Global Client Group to promote and position Templeton Global Investments (TGI) capabilities focused on a robust range of global, international, and emerging market equities while also supporting client service needs. BDG is a global team with responsibility across regions worldwide.Position OverviewThe Client Portfolio Associate is a member of the North American Client Portfolio Manager (NACPM) team within BDG. This role supports the team’s sales-related and client service activities across all distribution channels in the United States and Canada. The position will play an important role in facilitating both internal and external engagement across TGI’s global equity platform.How You Will Add ValueCore ResponsibilitiesSupport sales and client service activities across U.S. and Canadian distribution channels.Develop strong knowledge of TGI strategies and vehicles to support prospecting and client relationship management.Build relationships with the internal sales desk and select retail channels to deliver timely information and address strategy-related inquiries.Support the internal sales consultant channel.Strategic ResponsibilitiesAnalyze segmentation and other datasets to identify and prioritize business opportunities.Monitor product availability across key broker-dealer platforms to identify market opportunities.Ability to translate portfolio holdings, characteristics, and data into actionable sales ideas.Create and deliver timely portfolio and market updates through email and Teams.Support product positioning and broader sales initiatives across all channels.Teams & CollaborationPartner with portfolio specialists, investment writing, and broader TGI teams to develop portfolio narratives, thought leadership, and client-facing collateral.Coordinate with portfolio specialists to analyze the competitive landscape and position TGI strategies with platforms and advisors.Collaborate with the NACPM team to identify institutional relationships and strategic opportunities across channels.What Will Help You Be Successful in This RoleExperience, Education & CertificationsRequires a Bachelor’s degree with 5–7 years of relevant experience in international equities and retail/institutional sales.FINRA Series 7 and 63 licenses preferred, or the ability to obtain them shortly after hire, with training provided for eligible candidates.Progress toward the CFA designation—or an interest in pursuing it—is a plus.Understanding of equity markets (global), investing, and portfolio management; international and emerging markets experience preferred.Experience in sales, investments, or an analytical role is preferred.Technical SkillsStrong sales, presentation, and communication skills.Proficiency in Microsoft Office, including strong Excel skills.Soft SkillsCollaborative mindset with the ability to work effectively across functions and independently.Strong written and verbal communication skills across technical and non-technical audiences.Detail-oriented with strong analytical skills and sound judgment.Resourceful and energetic, with the ability to manage multiple priorities in a fast-paced environment.Work Schedule & LocationHybrid work arrangement with four days per week in the office.Work Location: Boston, MA, St. Petersburg, FL, or Stamford, CTCompensation 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 $130,000 to $150,000, plus an annual discretionary bonus, depending on location and level of relevant experience.Staffing Agency DisclaimerPlease note that we are not engaging staffing agencies or external recruiters for this position. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions, and no agency or search fees will be paid.#MID_SENIOR_LEVEL#LI-HybridAt 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.SummaryLocation: St. Petersburg, Florida, United States of America; Stamford, Connecticut, United States of America; Boston, Massachusetts, United States of AmericaType: Full time
$100k - $160k
...Valuation AdvisoryIndustry:Portfolio Valuation... ...industry expertise, broad international reach, and a partnership... ...perspectives that help our clients achieve their most... ...hedge funds, private equity funds, direct lending... ...transaction structures. As an Associate in our Portfolio...Employment EquityInternationalFull timeWorldwide$100k - $120k
Portfolio Analyst - AssociateLocation: Boston, MA (Hybrid)Your RoleAs a Portfolio Analyst... ...awareness to support and develop an international, publicly listed organization. From managing... ...salary, cash bonus or commissions, and equity awards not quantified below....Employment EquityInternationalFull time- ...Management, offers U.S. based clients and their advisors the... ...’ specific needs.As a Client Associate in J.P. Morgan Advisors, you... ...propose firm offerings and execute equity trades, mutual fund orders, fixed... ..., account maintenance, portfolio review preparation and ad hoc...Employment EquityLocal area
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## Client Relations & Trading AssociateApplylocations: Bostontime... ...**Client Relations & Trading Associate**Department:**532100 Private... ...maximizing the tax efficiency of your portfolio. Our suite of services... ...Execute client trades across equities, fixed income securities,...Employment EquityFull timeWork at office$175k
...MFS International Australia Pty Ltd is seeking an experienced Equity Research Analyst focusing on Real Estate Investment Trusts (REITs). You will conduct detailed... ..., and make stock recommendations for MFS portfolios. The ideal candidate will have 5+ years of experience...Employment EquityInternational$65k - $80k
...constructs customized investment portfolios for its clients tapping into its deep... ...Description The Client Service Associate located in Boston will... ...effectively across internal teams Client Investment... ...products (hedge funds, private equity) is preferred, but not...Employment EquityTemporary workWork experience placementWork at officeLocal areaFlexible hours- ...Type Privately Held, Private Equity-backed About the Role The Company... ...search of a Head of Tax to join one of its portfolio businesses, a manufacturing and process... ...responsibilities for the Head of Tax include shaping internal control frameworks, preparing for...Employment EquityInternational
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...pipelines across the functions in your portfolio Drive offer strategy, negotiation, and... ...potential and generous early-stage equity. Your final offer will reflect your background... ...a company subsidized lunch program. International Benefits. Full-time employees outside...Employment EquityInternationalFull timeWork at officeLocal areaFlexible hoursShift work$90k - $140k
...global sites. As QuEra scales its machine portfolio, the team requires dedicated hands-on... ...assembled subsystems for shipment to international sites (Japan, UK, and future locations)... ...base salary offerings, we also provide equity grants for all new hires.QuEra is committed...Employment EquityInternationalPermanent employmentContract work$204.4k - $379.6k
...and build strong intellectual property portfolios that help bring innovative therapies to... ...applications across United States and international jurisdictions. Provide opinions on patentability... ...to be considered for annual equity awards. US‑based eligible employees will...Employment EquityInternationalWork at office$210k - $245k
..., safety, and quality standards across international markets. This role blends strategic leadership... ...a growing and increasingly complex portfolio. Working closely with product,... ...competitive base salaries, meaningful equity, and consistent pay practices that reflect...Employment EquityInternationalFull timeWork at officeRelocation$250k - $325k
...(3rd–5th year) corporate associate to join our U.S. Corporate... ...experience advising corporate clients and working across a... ...stakeholders, including private equity investors, portfolio companies, hedge funds,... ...Brown Rudnick is a leading international law firm that provides...Employment EquityInternationalWork at officeImmediate start- ...calls, maintaining due diligence tracking, portfolio reporting. Contributes to deal sourcing... ...all legal documents with external and internal counsel.Drafts investment memoranda and... ...consulting, investment banking, private equity, start-up leadership or related fields.Experience...Employment EquityInternational
- ...that support the company's investment portfolio and long-term growth. What You’ll Do Investment... ...Research and analyze domestic and international investment tax matters Evaluate... ..., insurance, asset management, private equity, or investment-focused organizations Knowledge...Employment EquityInternational
$141.4k - $171.1k
...the overall Semrush technology portfolio and the competitive... ...technical lead on strategic client relationships across various... ...Discovery with your clientsConduct internal training, prepare & conduct demos... ...constantly growing.Our Diversity, Equity, and Inclusion commitments...Employment EquityInternationalFull timeLocal areaRemote work- ...and private markets, including direct equity, debt, convertible instruments and complex... ...of all federal, state, local, and international tax returns for entities including partnerships... ...monitor tax risks across investment portfolios and operations. Process, Controls &...Employment EquityInternationalPermanent employmentWork at officeLocal area
$150k - $165k
...0.00/yr - $165,000.00/yr Associate Director @ Atlantic Group... ...Search, Recruitment Our client in the Private Equity space is seeking a highly... ...including private equity funds, portfolio companies, and related... ...of federal, state, and international tax returns for private...Employment EquityInternationalFull timeWork at office- ...nurture a high-performing, client-focused, sustainable... ...alternative investment portfolios, including real estate, private equity, and hedge funds. As a Fund... ..., you will work with internal teams as well as clients... ...report directly to a Senior Associate/Account Manager. Our...Employment EquityInternationalFlexible hours
$178.5k - $257.83k
...planning of PSRs for the entire company portfolio. You will develop and execute... ...improvementAbout YouExperience:Experience in international pharmacovigilance for marketed drugs and... ...ALL IN video and check out our Diversity Equity and Inclusion actions at sanofi.com!US...Employment EquityInternationalFull timeWorldwide$105k - $156k
We are seeking a proactive Equity Investment Team Support professional... ...partnership to Equity Portfolio Managers and Trading teams. This... ..., performance, risk, and client reporting for equity portfolios... ...factor/quant, sector, global/international, small/large cap) across relevant...Employment EquityInternationalTemporary workWork at office- ...processes across fixed income and equity Environmental, Social, and... ...for fixed income and equity portfolios by systematically verifying... ...Morgan Stanley Capital International (MSCI) to deliver clean, model... ...Fidelity from hiring and/or associating with individuals with certain...Employment EquityInternationalFull time
$168k - $252k
...Summary:The Regulatory Strategy Associate Director will be responsible... ...(s) within the Vertex portfolio and contribute to the global... ...in the US, Europe, or other international markets, drug development, and... ...an annual bonus and annual equity awards. Some roles may also...Employment EquityInternationalFull timeSummer workRemote workFlexible hours2 days per week- ...seeking a Senior Operations Associate to join its investment... ...investment trade lifecycle across equity and fixed income portfolios, ensuring timely... ...Management, Compliance, Client Service, and external counterparties... ...for domestic and international equity and fixed income...Employment EquityInternational
- ...MGB as well as national and international collaborators and consortia·... ...the Initiative’s financial portfolio, which includes NIH and foundation... ...supervision of any staff associated with the Center· Oversee... ...interest in social justice and equity Proven ability in program...Employment EquityInternational
$315k - $395k
...and U.S. pricing strategies across the portfolio, including launch pricing, lifecycle pricing... ...Commercial, Medicare, Medicaid, and international markets. Lead engagement strategies... ...00, with eligibility for annual bonus, equity participation, and comprehensive benefits...Employment EquityInternationalTemporary work$298k - $350k
...authority for Servier’s high-priority oncology portfolio in AML, MDS and ALL. This executive... ...guidance on SIUU, OIG guidelines, and international promotional standards.Ability to lead... ...is committed to modeling diversity, equity, and inclusion within the industry. We...Employment EquityInternationalTemporary workFlexible hours$175.8k - $237.8k
Overview:The Associate Director in Clinical Pharmacology position... ...rapidly expanding clinical portfolio of promising RNAi therapeutics... ...interpretationIn depth knowledge of international guidelines related to... ...term incentive award (e.g., equity).Alnylam’s robust Total...Employment EquityInternationalFull timeTemporary workLocal areaFlexible hours- ...seeking a highly motivated Associate Director or Director of Toxicology... ...across our RNA editing portfolio. Reporting to the Senior Director... ...at external CROs, including international vendors; prior experience... ...compensation with equity‑based components Medical, dental...Employment EquityInternationalFlexible hours
- ...seeking a highly motivated Associate Director or Director of Toxicology... ...across our RNA editing portfolio. Reporting to the Senior Director... ...at external CROs, including international vendors; prior experience... ...compensation with equity‑based components Medical, dental...Employment EquityInternationalFlexible hours
$165k - $200k
...Job DescriptionRole SummaryThe Associate Director, Statistical... ...regulatory requirements and internal procedures. The role will interact... ...responsiveness. Work with the portfolio programming lead to create forecasts... ...to modeling diversity, equity, and inclusion within the industry...Employment EquityInternationalTemporary workFor contractorsLocal areaRemote workFlexible hours
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