Index Portfolio Manager

Reposted 12 Hours Ago
Be an Early Applicant
Mumbai, Maharashtra, IND
In-Office
Expert/Leader
Financial Services
The Role
Manage index and ETF portfolios to meet investment objectives and constraints, apply quantitative models and hedging strategies, control tracking error and risk, implement trading and tax-efficient techniques, influence ETF platform development, evaluate product launches, and collaborate across teams to execute initiatives.
Summary Generated by Built In

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward‑thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting‑edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique.


From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.


About the Department:

Franklin Templeton Investment Solutions (FTIS) is an investment management unit of Franklin Templeton managing in excess of $100 billion across a variety of mutual funds and other investment vehicles. Franklin Templeton Investment Solutions is a leader in multi-asset, quantitative, and hedged solutions, leveraging a global network of investment teams to offer innovative and diversified strategies.

The Global Index Portfolio Management team was created as part of Franklin’s strategic priority to establish a leading position in the fast-growing segment of the industry globally.  This is a unique opportunity to contribute to a fast-growing business segment, combining the entrepreneurial culture with the resources of an established firm.

How you will add value?
  • Manage the assigned portfolios to meet or exceed performance standards consistent with fund’s investment objectives while adhering to client-specified or regulatory restrictions and constraints.

  • Proactively generate value add through trading strategies, corporate action elections, tax mitigation strategies or other ad-hoc opportunities.

  • Ensure portfolio risk is prudently managed, and that investment and operational processes have integrity by engaging in sound risk management practices. Stay knowledgeable of all regulatory frameworks under which assigned portfolios operate.

  • Knowledgeable on various investment vehicles (including derivatives) and currency hedging strategies.

  • Apply quantitative techniques and models, coupled with specific market experience, ETFs and index construction to portfolio management, product development and risk budgeting.

  • Have a strong understanding of index provider methodologies and index changes. Affect index changes in the market with a balanced risk approach around tracking to the benchmark.

  • Attribute fund performance and understand sources of portfolio risk relative to the benchmark.

  • Proactively contribute to overall systems/investment process enhancements. Influence and impact the development of the next generation ETF platform, working with internal Technology team and outside vendors.

  • Evaluate new markets to support product launches around portfolio management issues.

  • Ensure new processes are implemented appropriately.

  • Build relationships and work together with different parts of the firm to get new initiatives executed and deliver superior client experience.

  • Contribute to a positive team culture and foster optimal work environment for the team.

What will help you be successful in this role?
  • 3 years of ETF and index portfolio management experience is required.

  • 10+ years of overall experience in the investment industry.

  • Programming skills is desired.

  • BA/BSc degree required, and CFA designation preferred.

  • Excellent analytical and problem-solving skills coupled with a strong attention to detail. Strong quantitative analytical skills, including knowledge of optimization and risk models.

  • Ability to multi-task and prioritize assignments, while producing a high-quality work in a fast-paced environment. Curious and self-motivated.

  • Excellent verbal and written communication, teamwork, and relationship-building skills.

Work Shift Timings - 9:00 AM - 6:00 PM IST

At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.


Highlights of our benefits include:

  • Professional development growth opportunities through in-house classes and over 150 Web-based training courses
  • An educational assistance program to financially help employees seeking continuing education
  • Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)
  • Life insurance for protection of employees’ families
  • Personal accident insurance for protection of employees and their families
  • Personal loan assistance
  • Employee Stock Investment Plan (ESIP)
  • Annual recognition program
  • Volunteer services and paid time off for volunteering
  • 12 weeks Paternity leave
  • Located in the heart of Mumbai in the One International Centre, with spectacular views of the buzzing city
  • Walking distance of 100 meters from Western/Central railway station, accessible by road and local rail from all parts of the city

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.

Skills Required

  • 3 years of ETF and index portfolio management experience
  • 10+ years of overall experience in the investment industry
  • BA/BSc degree
  • Programming skills
  • CFA designation
  • Strong quantitative analytical skills, including optimization and risk models
  • Knowledge of ETFs, index construction and index provider methodologies
  • Knowledge of various investment vehicles including derivatives and currency hedging strategies
  • Ability to manage portfolio risk and adhere to regulatory and client constraints
  • Excellent verbal and written communication, teamwork, and relationship-building skills
  • Ability to multi-task and prioritize in a fast-paced environment

Franklin Templeton Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Franklin Templeton and has not been reviewed or approved by Franklin Templeton.

  • Retirement Support Retirement programs, including a notably strong 401(k) match and access to an employee stock purchase option, are positioned as key strengths. These features are described as meaningful contributors to total compensation.
  • Leave & Time Off Breadth Flexible work arrangements, paid volunteer time, and a defined paid parental leave minimum support strong work–life balance. Time-off breadth is frequently highlighted as a bright spot in the overall package.
  • Strong & Reliable Incentives A bonus structure that pays out regularly and a pay-for-performance philosophy add meaningful upside to cash compensation. Incentives can be particularly impactful in certain functions and levels.

Franklin Templeton Insights

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The Company
HQ: San Mateo, CA
11,198 Employees
Year Founded: 1947

What We Do

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com). The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal. LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk. US readers: This material is being distributed in the U.S. by Franklin Distributors, LLC. Member FINRA/SIPC and only offers U.S. registered Franklin Templeton products. View our Terms and Conditions at: https://www.franklintempleton.com/help/social-media-guidelines/linkedin-guidelines Non-US readers: View our Terms and Conditions at https://www.franklinresources.com/resources/linkedin ©2022 Franklin Templeton. All rights reserved.

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