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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