Senior Portfolio Associate

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

• BA/BS in business or related field
• 5+ years experience in the financial industry
• Strong understanding of investment products and securities operations
• Strong understanding of model delivery and trade implementation functions in separately managed accounts
• Ability to analyze problems and provide resolutions
• Detail-oriented with the ability to work independently and multi-task in a fast-paced environment.  Must also be a team player.
• Excellent communication and organizational skills
• Proficient in Microsoft Office
• Working knowledge of Archer a plus  
   

Total Rewards

Our employees have access to a competitive and valuable set of Total Rewards.  Our Total Rewards include:

• Hybrid work schedule
• Health, wellness and risk benefits to protect employees and their families
• Retirement savings, stock purchase and other incentive programs to help employees plan for the future
• Holiday, paid-time-off and other employee programs that support work-life balance
• Support for pursuing certifications, external education and degree programs
• Learning, development and career advancement opportunities
• Ways to get involved in, and give back to, our communities, including paid time off for volunteering and charitable donation matching
• The salary range for this position is targeted for $100,000 to $135,000 plus discretionary bonus. Base pay offered may vary depending on job related knowledge, skills, and experience

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.

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