Solutions Portfolio Manager (m|f|x) London

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.

Tasks

The Solutions Portfolio Manager (SPM) plays an active role in both client engagement and the development of investment solutions to meet clients’ objectives. It is a position that requires quantitative and qualitative analytical skills to support the dialogue with clients and portfolio managers in the creation and on-going management of client portfolios. The SPM must be able to leverage a thorough multi-asset knowledge to create client meeting materials, portfolio analytics, and respond to client inquiries.

Business Development

• Develop and provide a deep understanding and perspective regarding FT Investment Solutions’ (FTIS) capabilities to internal and external audiences
• Work in partnership with the Sales team to explore and convert opportunities across Institutional, Retail and Digital channels
• Help to maintain client relationships once on-boarded by providing portfolio reviews, market-based perspectives and insights
• Participate in client facing meetings, research and portfolio discussions, new product idea generation, and marketing content development.
• Work with Marketing and Product Management to fill out RFPs, provide insight to pitches and proposals as well as support the approval process from internal committee (e.g. GPC and PRISM).
• Represent FTIS’ capabilities, investment philosophy, process and strategy in support of winning new portfolio mandates.
• Keep abreast of local market (CEEMEA) intelligence, competitor activity in multi-asset mandates, regional regulatory changes etc.

Portfolio Construction

• Produce strategic asset allocation (SAA) and other portfolio analyses using FTIS and third-party tools to provide insight to prospective client portfolios and new business pitches
• Work closely with Portfolio Managers and Client Investment Solutions (CIS) teams to help design, refine and implement complex custom solutions
• Contribute to the investment process by providing regional market colour, insight on liquidity, volatility, trade timing and opportunities
• Have a deep understanding of the markets and the impact of market movements across asset classes
• Draw upon extensive knowledge of regional markets to feed into the portfolio management process; gather market intelligence on regional asset classes, economics and politics

Profile / Your qualification / Your personality

• Undergraduate degree, MBA/CFA preferred
• Extensive industry experience, with a preferred area of focus on Solutions or Multi-Asset Strategies
• Thorough understanding of the global markets across public and private asset classes
• Experience and appreciation of various types of multi-asset strategies
• Strong quantitative and database skills. Programming experience would be a plus
• Prior experience in a research analyst, (institutional) portfolio manager, or business development role, preferably with some experience of Middle East business
• Previous experience or familiarity with data platforms (Bloomberg, Morningstar, Factset etc.).
• Strong team player who can integrate into an existing team and processes. Effective relationship management skills and the ability to build strong relationships with internal and external parties
• Ability to work independently as well as under supervision whilst you develop in the role
• Close attention to detail
• Strong communication skills, both written and verbally; Arabic language skills would be a plus
• Ability to excel in a fast-paced, transaction-oriented environment; willingness to travel

That awaits you

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 to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the arrangement you are requesting and the job title and job number you are applying for. We will review the request and make a best effort to enact the arrangement. 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. 

Application

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

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Location

Cannon Place, 78 Cannon St, London UK-EC4N 6HL