What are the responsibilities and job description for the Senior Portfolio Associate position at ClearBridge Investments?
Franklin Templeton Private Portfolio Group, LLC ("FTPPG") is a wholly-owned subsidiary of Franklin Resources, Inc. FTPPG, together with its sub-advisers, provides investment advisory services in investment programs offered at Sponsor Firms. FTPPG's sub-advisers include, but are not limited to, ClearBridge Investments, a number of Franklin Advisers, Royce, Martin Currie, and Western Asset.
FTPPG is looking for a Senior Portfolio Associate to join our complex, fast-paced, and team-oriented implementation team. This individual will be primarily responsible for delivering portfolio changes to the various sponsors (model delivery) and implementing those portfolios for separately managed accounts ("SMAs") in our discretionary business, while being committed to providing clients and investment professionals with exceptional service and support.
With strategies available at over 140 sponsor firms and on over 175 sponsor platforms, an ideal candidate has extensive knowledge of the SMA industry, has worked with various SMA programs and service providers (Vestmark, Archer, Merrill Lynch, Morgan Stanley, to name a few), and has technical skills to generate and format reports for various uploads.
FTPPG total assets were ~$126 billion as of September 30, 2024.
Key Responsibilities :
- Model delivery and trade implementation of separately managed accounts
- Liaise with various personnel from the specialist investment managers of the Franklin organization (e.g., portfolio management, operations, trading, client service) to transition and invest accounts in accordance with strategy and client guidelines.
- Raise and invest cash as needed following client directed flows
- Perform various daily and weekly checks of the account base, e.g., high cash, non-model holdings and respond to ad hoc requests from investment teams
- Respond to inquiries from Clients, FAs and PM teams
- Interact with outsourced SMA Service provider on a daily basis
- Other duties as assigned
Overall Requirements
Total Rewards
Our employees have access to a competitive and valuable set of Total Rewards. Our Total Rewards include :
ClearBridge is an Equal Opportunity Employer. We are committed to equal employment opportunity for 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.
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 accommodations@FranklinTempleton.com . In your email, please include the accommodation or adjustment you are requesting and the job title and 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 accommodations will receive a response.
Salary : $100,000 - $135,000
