Franklin Templeton
Equity Research Analyst - (Financials Sector)
Franklin Templeton, San Mateo, California, United States, 94409
At Franklin Templeton, we're driving 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 offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements.
Come join us in delivering better outcomes for our clients around the world!
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 contactsMake buy and sell recommendations of financial company stocks to general and sector fund managersWhat 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 writtenAbility to
build and maintain detailed financial modelsOutstanding work ethic, attention to detail and ability to work well on a teamAbility 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 mustStrong verbal and written communication skillsStrong attention to detailAbility to work well in a collaborative environmentCompensation 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.
#LI-US
#MID_SENIOR_LEVEL
#LI-Hybrid
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. 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.
Hear more from our employees
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. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights of our benefits include:
Three weeks paid time off the first yearMedical, dental and vision insurance401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limitsEmployee Stock Investment ProgramLearning and Education Assistance Program (LEAP)Purchase of company funds with no sales chargeOnsite fitness center and recreation center*Onsite cafeteria*
*Only applicable at certain locations
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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation 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 accommodation requests will receive a response.
Come join us in delivering better outcomes for our clients around the world!
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 contactsMake buy and sell recommendations of financial company stocks to general and sector fund managersWhat 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 writtenAbility to
build and maintain detailed financial modelsOutstanding work ethic, attention to detail and ability to work well on a teamAbility 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 mustStrong verbal and written communication skillsStrong attention to detailAbility to work well in a collaborative environmentCompensation 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.
#LI-US
#MID_SENIOR_LEVEL
#LI-Hybrid
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. 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.
Hear more from our employees
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. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights of our benefits include:
Three weeks paid time off the first yearMedical, dental and vision insurance401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limitsEmployee Stock Investment ProgramLearning and Education Assistance Program (LEAP)Purchase of company funds with no sales chargeOnsite fitness center and recreation center*Onsite cafeteria*
*Only applicable at certain locations
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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation 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 accommodation requests will receive a response.