Research and Analytics Manager (Marketing)

Reposted 22 Days Ago
Be an Early Applicant
Edinburgh, Midlothian, Scotland, GBR
In-Office
Mid level
Financial Services
The Role
The Research and Analytics Manager analyzes financial data, develops insights for marketing, manages data sources, and supports collaborative team efforts.
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 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 provide 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)

  • 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

  • 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

#LI-EUR

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

Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.

Hear more from our employees

We want our employees to be at their best. By joining us, you will connect with 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 staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered. 

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. 

As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities.

As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively. 

If you believe that you need an accommodation or adjustment 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 you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.

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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