Job purpose:

  • We are currently looking for a Portfolio Manager – ETF (Exchange Traded Fund), to join our Global ETF group in San Mateo, CA
  • In addition to managing various portfolios, this is a unique opportunity to help build our ETF platform and launch of new ETF products globally.

Your Responsibilities:

  • Manage the assigned portfolios to meet or exceed performance standards consistent with fund’s investment objectives while adhering to client-specified or regulatory restrictions and constraints
  • Proactively generate value add through trading strategies, corporate action elections, tax mitigation strategies or other ad-hoc opportunities
  • Ensure portfolio risk is prudently managed and that investment and operational processes have integrity by engaging in sound risk management practices
  • Stay knowledgeable of all regulatory frameworks under which assigned portfolios operate
  • Knowledgeable on various investment vehicles (including derivatives) and currency hedging strategies
  • Apply quantitative techniques and models, coupled with specific market experience, ETFs and index construction to portfolio management, product development and risk budgeting
  • Have a strong understanding of index provider methodologies and index changes. Affect index changes in the market with a balanced risk approach around tracking to the benchmark
  • Attribute fund performance and understand sources of portfolio risk relative to the benchmark
  • Proactively contribute to overall systems/investment process enhancements
  • Influence and impact the development of the next generation ETF platform, working with internal FTT and outside vendors
  • Evaluate new markets to support product launches around portfolio management issues
  • Ensure new processes are implemented appropriately
  • Articulate complex investment topics to a variety of audiences using strong verbal and written communication skills
  • Build relationships and work together with different parts of the firm to get new initiatives executed and deliver superior client experience
  • Create a positive environment as FT leader through personal example and fostering optimal work environment for the team.

Skills/Qualifications:

  • 2-4 years of ETF portfolio management experience is required
  • 3-5 years of overall experience in the investment industry; thorough understanding of asset management, equity markets, operational processes and trading
  • Graduate degree and CFA designation preferred
  • BA/BSc degree required
  • Experienced manager with proven track record of delivering consistent investment performance in-line or above target objectives
  • Comprehensive knowledge of ETFs and global markets
  • Excellent analytical and problem-solving skills coupled with a strong attention to detail. Strong quantitative analytical skills, including knowledge of optimization and risk models
  • Ability to multi-task and prioritize assignments, while producing a high-quality work in a fast-paced environment. Curious and self-motivated
  • Excellent verbal and written communication, teamwork, and relationship-building skills
  • 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 Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

Source: for more information click here.

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