At Franklin Templeton, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
We are looking for an Equity Research Associate, with 1-2 years of post-undergraduate experience, to work closely with the investment team on the Franklin DynaTech Fund. The Franklin DynaTech fund is an $8 billion global growth fund that invests in companies which are leaders in innovation and disruptive technologies. These companies generally take advantage of new technologies, have superior management, and benefit from new industry conditions in the dynamically changing global economy.What are the responsibilities?
The Equity Research Associate will be responsible for equity research and marketing functions for the DynaTech Fund. The Associate will study disruptive technologies and megatrends and apply it to investments of public companies. The Associate will help screen initial stock ideas, looking at market potential, company strategy, competitive analysis, and valuation. The Associate will interact with sell-side analysts, do first-hand market research, and learn valuations skills. The Associate will also generate reports that help portfolio managers make buy sell for the fund. This is a pre-MBA position and will be located in San Mateo, CA.Additional responsibilities include:
Listening to company quarterly calls and investor meetings
Reading sell-side research reports on companies, industries and market trends
Reading daily news regarding a stock and/or industry
Collaborating with the investment team to produce new marketing materials
The Associate will be encouraged to pursue the CFA designation
What ideal qualifications, skills & experience would help someone to be successful?
Bachelor’s degree from a top university
Strong academic performance with a GPA of 3.5 and above
1-2 years of work experience in the investment or technology industry (high-tech, biotech, etc.) Note: The compensation is commensurate with a 1-2 year post undergraduate level position
Strong intellectual curiosity and desire to understand and learn about companies, industries, megatrends and markets
Self-directed, can work within broad guidelines and prioritize work flow
Ability 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 must
Strong verbal and written communication skills
Ability to work well in a collaborative environment
What makes Franklin Templeton unique?In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of —the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results. Highlights of our benefits include:
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