Research and Analytics Manager (Marketing)

Reposted 6 Days Ago
Be an Early Applicant
Toronto, ON, CAN
In-Office
69K-93K Annually
Mid level
Financial Services
The Role
The Research and Analytics Manager analyzes financial data, develops marketing content, builds relationships, and supports analytics systems for investment marketing initiatives.
Summary Generated by Built In

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that’s both broad and unique. And our welcoming, respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world! 

About the Department

The Marketing Research and Analysis team is part of the International Investment Marketing Group which supports International Distribution (ex-U.S. domestic); this includes Canada, Americas Offshore, EMEA and APAC lines of business (Retail and Institutional). The Marketing Research and Analysis team is responsible for providing quantitative research and insightful analysis behind the compelling product stories and content that bring to life our product offerings. The department acts as the market and data expert throughout the organization. The role of Research and Analytics Manager provides exposure to global markets, deep product expertise, and the opportunity to influence high‑visibility marketing initiatives.

How You Will Add Value

Core Responsibilities

  • You will independently interpret and analyze financial data to update and create accurate, compliant sales and marketing literatures.

  • You will independently research and analyze industry data to develop statistics and comparative illustrations for external sales and marketing applications across Canada, Americas Offshore, EMEA and APAC.

  • You will ensure strategy and product content remains current and aligned.

  • You will develop extensive knowledge of investment philosophies, strategies, positions and processes to support product stories.

  • You will review quantitative content to ensure accuracy and rigor.

  • You will identify data sources and extract/manage data using Bloomberg Professional, Macrobond, Morningstar Direct and other platforms.

Strategic Responsibilities

  • You will interpret business partner needs and manage ongoing relationships.

  • You will contribute to custom data‑template production with minimal oversight.

  • You will act as subject matter expert for assigned analytics systems.

  • You will recommend new products based on research insights and partner feedback.

  • You will support development of dashboards and data tools using Tableau and PowerBI.

Team & Collaboration

  • You will build long‑term, proactive relationships with internal partners and data providers.

  • You will support a collaborative, client‑focused team culture.

What Will Help You Be Successful

Experience, Education & Certifications

  • Bachelor's Degree (Business Administration, Finance, Information, or Information Science)

  • 4–5 years related experience in financial services, consulting, research or data services

  • Completion or progress toward Certificate in Investment Performance Measurement (CIPM) or Chartered Financial Analyst (CFA) preferred

  • Completion of Canadian Securities Course (CSC) desirable

  • Deep knowledge of mutual fund industry, capital markets and product structures

Technical Skills

  • Excellent quantitative and analytical skills

  • Skilled with Bloomberg Professional, Macrobond and Morningstar Direct

  • Advanced Microsoft Excel (formulas, charts, pivot tables, macros)

  • Familiarity with Tableau and PowerBI

Soft Skills

  • Strong communication skills

  • Ability to work independently and collaboratively

Work Schedule & Location

Work location is expected to primarily be in-office in Toronto.

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, corporate pension plan, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering ) and a motivational wellbeing program. We expect the annual salary for this position to range between $68,600 - $92,800, depending on location and level of relevant experience, plus discretionary bonus.

#LI-Onsite


Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world.  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.

 

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.

Highlights of our benefits include:

  • Flexible medical, dental and vision insurance

  • Corporate Pension Plan

  • Employee Stock Investment Program

  • Purchase company funds with no sales charge

  • Competitive vacation package that includes three annual personal days

  • Company paid short-term and long-term Disability Insurance

  • Education assistance

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 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.

 

If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position 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.

 

This posting is for an existing vacancy.

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Top Skills

Bloomberg Professional
Macrobond
Excel
Morningstar Direct
Power BI
Tableau
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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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