Monitoring trends in the healthcare industry. Each analyst is expected to cover and have portfolio representation of approximately 12 active names. All seven dedicated research analysts report directly to the lead portfolio manager, and all seven analysts participate in the team’s annual bonus pool using a transparent and uniform methodology tied to the performance of their recommendations in the various strategies. The analyst may on occasion also be responsible for representing the team’s inve... more details
At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified 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 offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.
Come join us in delivering better outcomes for our clients around the world!
About the Opportunity
Our Franklin Equity Global Growth Team is seeking a Growth-Oriented Equity Research Analyst, covering the Healthcare sector, to join a high-performing team focused primarily on managing global- and non-US separate accounts with over $8 billion in assets under management. This position is based in New York City and will report directly to the strategy’s lead Portfolio Manager.
The current Franklin Equity Global Growth Team is composed of two portfolio manager teams (Global Growth and International Growth) and one analyst team, where analyst roles are a mix of sector-oriented and generalist roles. Sector analysts are organized around key investment sectors: Cyclicals (Energy/Materials/Industrials), Business Services, Healthcare and Technology (Technology and Communication Services).
What are the core responsibilities for this Research Analyst?
The healthcare focused research analyst’s core responsibility includes identifying and researching public equities investment opportunities within the healthcare sector for inclusion in multiple funds managed by the team.
The analyst is also responsible for monitoring trends in the healthcare industry. Each analyst is expected to cover and have portfolio representation of approximately 12 active names.
All seven dedicated research analysts report directly to the lead portfolio manager, and all seven analysts participate in the team’s annual bonus pool using a transparent and uniform methodology tied to the performance of their recommendations in the various strategies.
The analyst may on occasion also be responsible for representing the team’s investment philosophy, process and strategy in support of winning new portfolio mandates or maintaining client relationships.
The group runs three primary strategies, Global, EAFE and ACWI ex-US. Each strategy is concentrated (35 names each) and has a mid-cap growth orientation. Each strategy is longer term in nature with overall portfolio turnover generally less than 30% and with names usually held for four or more years in the strategy. The strategies are research driven with each analyst having a significant say over which names are held in the portfolio. As a result of a high degree of portfolio ownership by the analysts, we have had very low staff turnover among the team over the past 10 years.
What are the ongoing responsibilities of this role?
Develop content for scheduled, recurring monthly, quarterly, and other periodic investment product commentaries leveraging investment team and individual research, performance attribution reports and other data analytics. Commentaries are created for multiple audience types: FA, broker dealer, institutional, sub-advised, international, and end-client use.
Write and oversee production of high-profile deliverables (e.g., thematic papers, market commentaries, crisis communications, media responses, social media, and special projects).
Originate ideas for content from industry news, research, investor calls, and the Franklin Templeton Investment Institute. Conduct meetings/interviews with portfolio managers and senior management for new content and white papers.
Attend investment meetings with portfolio managers and research analysts to build knowledge of underlying investment strategies and learn the “voice of the PM” to effectively develop communications.
Manage assigned projects/deliverables by actively communicating with team members about deadlines and informing all interested parties of deliverable timelines and status.
Ensure copy complies with corporate standards, effectively communicates desired message, and meets project deadlines/specifications.
May assist with the completion of RFPs, DDQs, pre-sale and post-sale marketing collateral and corporate communications.
What ideal qualifications, skills & experience would help someone to be successful?
Minimum of 7 years investment analyst research in global growth companies, most of which should be healthcare sector oriented.
Candidates with proven research skills across various capitalizations and regions preferred.
Candidates from institutional long only equity platforms or hedge funds preferred.
BA or BS required, MBA and/or CFA preferred.
Demonstrated experience in using fundamental research and modeling techniques to drive stock selection.
Intellectual persistence to tackle hard problems and develop insights from multiple angles.
Strong problem solving and analytical thinking skills.
Solid verbal and written communications skills.
Strong presentation skills with the ability to articulate all facets of the investment process and strategy on behalf of investment team.
Effective relationship management skills and demonstrated credibility with investment team and distribution teams.
Ability to support business development and client retention efforts.
Ability to work well in a collaborative environment.
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 $190,000 - $230.000.
When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.
#LI-Onsite
#MID_SENIOR_LEVEL
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. 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.
Hear more from our employees
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 existing 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation 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.
