Client Portfolio Associate – International Equities

Franklin Templeton

Client Portfolio Associate supporting international equity sales and client service at Franklin Templeton, a global asset manager. Analyzing opportunities, positioning strategies, and developing client-facing portfolio content across U.S.

Posted 8/16/2026full-timeBoston • Connecticut, Florida, Massachusetts • 🇺🇸 United StatesJuniorMid-Level💰 $130,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in international equities and retail/institutional sales, with strong analytical skills to identify business opportunities and support client relationship management. Proficient in developing portfolio narratives and delivering market updates while collaborating effectively across teams.

Highest-signal resume keywords

International Equities ExperienceRetail/Institutional SalesFINRA Series 7 LicenseStrong Analytical SkillsMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Portfolio ManagementData AnalysisSales Strategy DevelopmentMarket AnalysisClient Relationship Management

Soft Skills

Strong Communication SkillsDetail-OrientedCollaborative Work StylePresentation SkillsAbility to Manage Multiple Priorities

Tools & Technologies

Microsoft OfficeTeams

Certifications & Qualifications

Bachelor's DegreeFINRA Series 63 LicenseCFA Designation Progress

Industry Keywords

Global Equity MarketsEmerging MarketsBroker-Dealer PlatformsSales InitiativesInvestment Writing

About the role

Key responsibilities & impact

Support sales and client service activities across U.S. and Canadian distribution channels
Develop knowledge of TGI strategies and vehicles to support prospecting and client relationship management
Build relationships with the internal sales desk and select retail channels
Support the internal sales consultant channel
Analyze segmentation and other datasets to identify and prioritize business opportunities
Monitor product availability across broker-dealer platforms to identify market opportunities
Translate portfolio holdings, characteristics, and data into actionable sales ideas
Create and deliver portfolio and market updates through email and Teams
Support product positioning and broader sales initiatives across all channels
Partner with portfolio specialists, investment writing, and broader TGI teams to develop portfolio narratives, thought leadership, and client-facing collateral
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

Requirements

What you’ll need

Bachelor’s degree
5–7 years of relevant experience in international equities and retail/institutional sales
FINRA Series 7 and 63 licenses preferred, or ability to obtain them shortly after hire
Progress toward the CFA designation or interest in pursuing it is a plus
Understanding of global equity markets, investing, and portfolio management
International and emerging markets experience preferred
Experience in sales, investments, or an analytical role preferred
Strong sales, presentation, and communication skills
Proficiency in Microsoft Office, including strong Excel skills
Ability to work collaboratively 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
Ability to manage multiple priorities in a fast-paced environment
Hybrid work arrangement with four days per week in the office

Benefits

Comp & perks

Annual discretionary bonus
401(k) plan with a generous match
Recognition rewards
Competitive healthcare options
Insurance and disability benefits
Employee stock investment program
Learning resources
Career development programs
Reimbursement for certain education expenses
Paid time off, including vacation, holidays, sick leave, parental and caregiving leave, bereavement, volunteering, and floating holidays
Motivational well-being program
Three weeks of PTO in the first year
Competitive medical, dental, and vision insurance
401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
Learning Education Assistance Program (LEAP)
Opportunity to purchase company funds with no sales charge