Equity Research Analyst - (Financials Sector)

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!

Franklin Equity Group is an investment advisory unit of Franklin Templeton managing approximately $140 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 growth, value and hybrid/balanced equity strategies that cover global, regional and sector specialties. 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.

We are currently looking for an Equity Research Analyst, covering Financials, to join the Franklin Equity Group in San Mateo, California. We may consider New York City as an alternative work location, with preference for San Mateo.

What are the responsibilities?

• Perform thorough fundamental analysis of companies in the financials sector.

• Interface with company management, sell-side analysts, competitors, customers, and other industry contacts

• Make buy and sell recommendations of financial company stocks to general and sector fund managers

What ideal qualifications, skills & experience would help someone to be successful?

• Bachelor's degree in business, finance, economics, or related field of study.

• 3 – 10 years of equity research experience covering the financials sector.

• MBA or other Advanced degree a plus.

• Excellent communication skills, both verbal and written

• Ability to build and maintain detailed financial models

• Outstanding work ethic, attention to detail and ability to work well on a team

• Ability to consume, distill large quantities of information and develop insights from vast sources of information, including research reports, industry news, daily news publications, company press releases, etc.

• Excellent problem solving and analytical thinking skills a must

• Strong verbal and written communication skills

• Strong attention to detail

• 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 $140,000 - $200,000, depending on level of relevant experience, plus discretionary bonus.

When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.

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