Solutions Portfolio Manager - FTIS

Investment Solutions Portfolio Manager

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

Franklin Templeton Investment Solutions (FTIS) is an investment management unit of Franklin Templeton managing in excess of $100 billion across a variety of mutual funds and other investment vehicles. Franklin Templeton Investment Solutions is a leader in multi-asset, quantitative, and hedged solutions, leveraging a global network of investment teams to offer innovative and diversified strategies. With a focus on long-term investing, we combine deep research, active management, and data-driven insights to create solutions which seek to meet the evolving needs of investors worldwide. We bring 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

The Solutions Portfolio Manager (SPM) is responsible for working across the firm to create, support and determine viability of custom portfolios and custom indexed strategies for FT prospects and clients, with a focus on our insurance clients. The SPM will help support those offerings by contributing to research, sales, marketing, and thought leadership to create and promote portfolios and index solutions. The SPM will also contribute across teams to ensure execution against the broader strategic plan of FTIS.

What Are the Responsibilities?

Primary Responsibilities:

• Support FTIS's market-leading indexed solutions business, including products such as Fixed Index Annuities (FIAs), Registered-Index Linked Annuities (RILAs), Structured Notes and Indexed Universal Life ("IUL"). This entails:
• Collaborating with the systematic solutions team to design products which leverage FT investment capabilities, meet client needs, and maximize product suitability across different distribution channels
• Review market trends, client needs, and the competitive landscape to identify areas of opportunity
• Develop a keen understanding of industry leaders in key product categories, how the products are structured and key points of differentiation
• Assist in creation of marketing materials, client review materials and RFP content for indexed solutions
• Respond to client inquiries and questions about portfolio performance, including writing regular performance commentary and marketing presentations
• Work closely with FT's distribution and sales teams to win new mandates and support existing insurance clients
• Secondary Responsibilities:
• Support FTIS's existing variable annuity and retirement business – this largely includes sub-advised, multi-asset and quantitative strategies within variable annuities, VITs and target date funds
• Utilize quantitative tools for the construction of custom portfolios based on client needs and defined parameters
• Provide investment insight while working collaboratively with portfolio management, Client Solutions, and Systematic Solutions teams to both enhance existing strategies as well as develop new client driven solutions

What Ideal Qualifications, Skills & Experience Would Help Someone to Be Successful?

• Targeting: 5 - 10 years of experience in multi-asset investments and working with institutional and retail channel clients. Strong finance; with foundational knowledge of financial markets and investing strategies.
• Preference: Bachelor's degree in a numerical discipline such as mathematics, science, engineering, business administration or economics
• Industry knowledge regarding systematic strategies and index-linked insurance products, such as FIAs or RILAs is a strong benefit
• Strong familiarity with MSFT Excel, PowerPoint and Word
• Knowledge and comfort with quantitative concepts and quantitative multi-asset strategies
• Experience using third party applications to analyze data, such as Bloomberg or other data platforms
• Industry designations such as CFA or others are a plus
• Strong work ethic and drive are a must – this candidate will be maintaining and growing a thriving business
• Strong communication skills, both with clients and internal partners

Work Location: On-site in New York City

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

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 $140,000 - $200,000.

Experience Our Welcoming Culture and Reach Your Professional and Personal Potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

• 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*

*Only applicable at certain locations

Learn more about the wide range of benefits we offer at Franklin Templeton

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. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to View email address on click.appcast.io. In your email, please include the accommodation or adjustment 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.