Senior Investment Writer - Franklin Equity Group (EG)

Franklin Templeton
401(k)
United States, New York, New York
April 23, 2024
Franklin Equity Group is an investment advisory unit of Franklin Templeton managing in excess of $125 billion across a variety of mutual funds and other investment vehicles. The Franklin Equity Group brings 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 Investment Writer works with portfolio managers and other portfolio management staff/proxy groups to create content for scheduled, recurring monthly, quarterly, and other periodic investment product commentary for multiple audience types: FA, broker dealer, institutional, sub-advised, international, and end-client use. This role will also plan and draft thematic content, investment insights, and economic content to use across FT's communications platforms, including social media, industry publications, traditional media, and internal communications. This position will be located in our New York City office or other east coast location. 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 ad-hoc deliverables (e.g., thematic papers, market commentaries). 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? The ideal candidate will have 5+ years of experience writing monthly/quarterly investment performance attribution driven commentaries; financial services industry experience highly desired. Current or previous writer experience at a mutual fund a plus. Bachelor's degree, preferably with a major in English, communications, economics, or similar discipline. Solid, proven understanding of investment products and industry. Demonstrated success in adhering to schedules, multi-tasking, project management, attention to detail, organization of materials and cooperating with team members. Knowledge of business desktop applications (i.e.: Microsoft Word, Excel, PowerPoint, Windows, etc.). Effective interpersonal skills, proficiency at prioritization, proven experience with simultaneously managing multiple tasks, and the ability to operate under scheduled deadlines. Proficiency in interpreting statistical and financial information; strong ability to translate data to support written statements. Excellent research and analytical skills, including ability to perform mathematical calculations or analyses and accurately proofread documents. Works autonomously, with limited general direction/supervision; work is reviewed for accuracy and reflection of investment team views. Experience working with cross-functional and multi-channel teams (e.g., Portfolio Management, Marketing, Legal, Creative Services, Principal). 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 $120,000 - $160,000. When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.