Franklin Templeton

Data Analyst

• Serve as a primary quantitative partner for Portfolio Management and Investment Research
• Maintain, validate, and enhance portfolio and risk analytics
• Analyze portfolio, risk, and market data to identify drivers of performance and risk
• Own and maintain critical data pipelines and data-quality control processes
• Implement quantitative analytics in Python and SQL
• Support recurring deliverables such as quarterly investment analysis and reporting
• Contribute to quant research projects, including annual Strategic Asset Allocation process
• Evaluate and integrate AI-enabled capabilities to enhance analytical workflows
• Maintain strong operational documentation

Senior Quantitative Analyst, Quantitative & Risk Analytics

Risk

• You will design and enhance quantitative risk models for fixed‑income assets.
• You will monitor portfolio risk and deliver regular risk reviews.
• You will analyze performance drivers, including return and volatility.
• You will conduct independent research on risk and return sources.
• You will integrate research insights into investment strategies.
• You will partner with client service, portfolio management, and external clients on quantitative topics.
• You will represent the team in client discussions and industry forums.

Portfolio Risk Manager 3

Sales

• Coordinate advisor meetings and support the Wholesaler’s access to the territory.
• Plan roadshows, workshops, and appreciation events with marketing partners.
• Process sales practice requests while maintaining regulatory and internal compliance.
• Update and maintain accurate client data in the customer relationship management system.
• Respond to advisor inquiries and manage day‑to‑day territory tasks.
• Connect sales and marketing activities to maximize territory impact.
• Lead weekly team meetings to improve efficiency and consistency.
• Contribute to special projects and national programs.
• Attend or support local and national events as needed.

Retail Sales Associate

Compliance

• Support the Compliance Surveillance framework
• Prepare Management Information reports and dashboards
• Enhance surveillance processes using technology tools
• Analyse alerts generated by surveillance tools
• Document findings and escalate issues when required
• Work with compliance officers on escalation decisions
• Maintain reference guides
• Support tool upgrades and enhancements
• Review electronic communications in Outlook, Microsoft Teams and Bloomberg Messaging
• Follow up on identified items and ensure closure
• Deliver dashboards and analytics that support compliance decisions
• Assist with data extraction and analysis requests
• Strengthen automation through surveillance technologies
• Track industry trends to improve monitoring
• Work with Compliance, Technology and external vendors to complete surveillance tasks

Compliance Surveillance Analyst

Analyst

• Ensure compliance with the Crisis Management program and deliver training
• Manage critical security events and coordinate incident investigations
• Prioritize crisis and cybersecurity incidents to minimize business impact
• Act as an escalation point and incident response coordinator
• Adapt response processes to company changes
• Present incident analysis and trends to leadership
• Review processes and recommend improvements
• Lead incident response exercises to identify gaps and engage stakeholders
• Maintain and improve Incident Response playbooks and guidelines
• Collaborate with Legal, Compliance, Data Privacy, HR, Technology, and Business teams
• Monitor internal and external events and align with infrastructure teams
• Communicate incident details from investigation to resolution
• Drive change and support business goals
• Ensure compliance with incident response workflows and participate in audits

Senior Crisis Management Analyst

Financial Planning and Analysis

• Execute buy and sell orders for corporate bonds, ensuring best execution and compliance
• Monitor global financial markets and economic indicators to identify trading opportunities
• Provide market commentary and actionable ideas to portfolio managers
• Liaise with brokers and internal teams to optimize trading and resolve issues
• Prepare reports on trading activity and maintain accurate trading records
• Ensure all trading activities meet compliance and regulatory standards

Fixed Income Trader – Investment Grade, High-Yield

Research Analyst

• Conduct in-depth fundamental credit analysis on investment grade and high yield corporates including capital structure analysis, financial modeling, and covenant review.
• Identify key industry drivers and develop forward looking models
• Assess relative value within a company’s capital structure and versus peers
• Publish clear, concise investment recommendations on new issues, secondary market ideas
• Develop relationships with management teams, sell side analysts, rating agencies
• Examine environmental, social and governance (ESG) impacts on long-term fundamentals

Fixed Income Research Analyst, IG & HY

Product Specialist

• Providing sales support to the Senior Product Specialist within the Western Division in order to grow sales in the Wirehouse, Independent, Bank and Regional channels
• Being a resource to the Franklin Templeton generalist sales team to sell to Wirehouse, Independent, Bank and Regional financial advisors
• Being an expert on direct indexing and custom indexing
• Effectively collaborating with other members of the OSAM Client Service, Portfolio Management, Operations, Tech and Relationship Management teams
• Support and work closely with Senior Product Specialists to promote CANVAS®
• Educate and promote CANVAS® throughout Franklin Templeton internal sales teams and partner firms
• Develop an in-depth understanding of CANVAS® workflows and work closely with Client Service on a daily basis
• Educate Franklin Templeton sales teams, clients and prospects on the value of Custom/Direct Indexing and key differentiators offered by CANVAS®
• Develop new advisor relationships and retain and deepen existing relationships
• Demonstrate the ability to be a utility player able to flex between operations, analysis, and client facing activities
• Take ownership of follow-up communication
• Work with resources/teams to prepare home office and advisor-specific marketing and education collateral based on internal and external requests
• Work with other internal teams to manage ongoing account service requests in a timely manner
• Demonstrate a comprehensive understanding of industry and financial advisor practices
• Ability to articulate the value of custom/direct indexing and become a true partner to financial advisor clients

Product Specialist, Retail Sales – Canvas Custom Indexing

• Provide input into portfolio management decisions relating to credit security selection.
• Be knowledgeable of portfolio positioning and evolving investment decisions; participate in investment research meetings.
• Provide analysis and news to help keep the investment team informed of corporate issuers and market conditions.
• Participate in client, prospect, audit, and due diligence meetings as required.
• Contribute to the improvement and continuous evolution of the research function.