Franklin Templeton Investments

300 SE 2nd St, Fort Lauderdale, FL 33301, USA
Full-TimeDepends on ExperienceSenior LevelBachelors
Job Description

Responsible for the development and implementation of broad investment strategy. Responsible for the assessment and analysis of portfolio returns and risk in client portfolios to rebalance as needed on an after-tax basis.Responsible for the determination of absolute and relative valuations of investment securities in client portfolios. Responsible for articulation of our current economic and market views, outlook, portfolio positioning and construction. Responsible for effective management and oversight of a highly customized dedicated book of business. Create presentation material that provides information to clients for their understanding of the investment strategy and returns for their portfolios. Responsible for ensuring that we are meeting the ever changing objectives and needs of our clients.

Where is this job?
This job is located at 300 SE 2nd St, Fort Lauderdale, FL 33301, USA
Job Qualifications
  • Minimum of 10 years investment or finance experience required.

  • Minimum of 5 years of portfolio management and investment research experience required.

  • CFP or CPWA preferred

  • Familiar with the High Net Worth Client Profile

Required Skills
  • Documentation

  • Financial Analysis

  • Customer Relationship Management

  • Time Management

  • Analytical skills

  • Presentation skills

  • Portfolio Management

Soft Skills
  • Adaptable

  • Communication

  • Multitasking

  • Detail Oriented

  • Self directed

  • Problem-Solving

  • Results-Driven

Compensation

According to JobzMall, the average salary range for a Portfolio Manager in 300 SE 2nd St, Fort Lauderdale, FL 33301, USA is $91,000 - $120,000 per year. The salary range also depends on factors such as experience, qualifications, and the individual's performance.

Additional Information
Franklin Templeton Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedSeptember 10th, 2020
Apply BeforeMay 22nd, 2025
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About Franklin Templeton Investments

Franklin Resources, Inc. is a holding company, which engages in the provision of financial and investment management operations. It offers fund administration, sales, distribution, marketing, shareholder servicing, trustee, custody, and fiduciary services.

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