Portfolio Analyst – SMA Specialist

Franklin Templeton

Portfolio Analyst working with Franklin Income SMA strategies implementing investment decisions, monitoring portfolio positioning, and managing client lifecycle events. Generating reports and identifying areas for improvement in processes.

Posted 4/24/2026full-timeSan Ramon • California, New York • 🇺🇸 United StatesJuniorMid-Level💰 $90,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

You will implement investment decisions for Franklin Income SMA.
Monitor portfolio positioning, trade executions, cash management and compliance within client guidelines daily.
Address client requests and manage events throughout the client’s lifecycle, such as account openings, cash flows, rebalances and tax harvests.
Monitor asset allocation guidelines, model drift and dispersion.
Interact with operations to ensure proper and timely processing of client requests daily.
Assist with allocations and trade settlement for Income SMA strategies.
Generate periodic and ad-hoc reports for the portfolio management team and sponsors.
Identify and implement any areas of improvement, including leveraging technology and automation to scale.

Requirements

What you’ll need

2+ years of previous investment industry experience with a basic understanding of financial markets and portfolio management.
Minimum bachelor’s degree, preferred focus on economics, finance, financial engineering, or a related field.
Strong analytical and quantitative skills.
Strong numeric and data analysis skills, including the ability to reconcile data from different sources.
Ability to analyze data in excel and present financial data in a client ready format.
Proven information gathering skills, outstanding attention to detail and ability to manage multiple projects simultaneously.
Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios.
Must be a team player but with the capability to work independently.
Excellent communication skills; proactive towards new challenges and problem solving.

Benefits

Comp & perks

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*

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

portfolio managementdata analysisfinancial analysistrade executioncash managementcomplianceasset allocationquantitative analysisExcelreport generation

Soft Skills

analytical skillsattention to detailproject managementteam playerindependent workcommunication skillsproblem solvinginformation gatheringtime managementadaptability