Analyst - Investor Relations - Franklin Resources : Job Details

Franklin Templeton Investor Relations Analyst

At Franklin Templeton, we're driving 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 offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements.

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

What Is The Investor Relations Group Responsible For?

The Investor Relations department is a strategic function at Franklin Templeton that supports communication between the company and its investors, research equity analysts and broader financial community. The team is responsible for the quarterly earnings process, including preparing quarterly earnings materials and investor presentations, managing shareholder engagement, and providing strategic insight to senior management on corporate strategy.

What Is The Analyst, Investor Relations Responsible For?

The Analyst, Investor Relations will play an integral role in the development and execution of the Company's investor relations plan, including key long-term strategies, and building and maintaining relationships with the investment community, equity research analysts and credit ratings agencies. The role will also serve as a key resource to internal stakeholders and a strategic contributor to the company's corporate development initiatives. We're looking for a pro-active and enthusiastic Analyst who is passionate about combining strategic communications with financial expertise.

What Are The Ongoing Responsibilities Of A Analyst, Investor Relations?

The ongoing responsibilities of an Analyst, Investor Relations include:

• Collaborate with cross-functional teams to prepare earnings commentary, disclosures, management scripts and comprehensive Question & Answer documents that address key financial, business and competitive topics.
• Track relevant industry and peer news and research and share with executive team.
• Gather and maintain peer benchmarking analytics and initiatives, including tracking financials, AUM and net flows, and disclosures.
• Support relationships with equity research analysts and credit rating agencies by preparing for calls and reviewing research reports and checking financial models.
• Create and maintain a comprehensive management reporting dashboard with updated consensus estimates, stock ratings, valuation metrics, total stockholder returns, share price performance, and other relevant key financial indicators for the company and its peers.
• Support maintenance of the Investor Relations portion of the corporate website in coordination with external vendors, ensuring that all disclosures, presentations and company information is accurate and current.
• Contribute to the planning and coordination of investor events (conferences, investor meetings), investor presentations, briefing materials, press releases, etc.
• Identify and communicate strategic and tactical ideas for the continuous improvement of the IR program.
• Assist in Franklin Templeton's overall investor engagement strategy by conducting regular analysis of shareholder base and investor targeting exercises.

What Ideal Qualifications, Skills & Experience Would Help Someone To Be Successful?

The ideal qualifications, skills and experience that would help someone to be successful include:

• Bachelors Degree
• 2+ years of combined Wall Street (buy-side and/or sell-side) and/or Investor Relations experience.
• Strong technical expertise in Microsoft including Word, PowerPoint, and Excel, and utilizing market data services such as FactSet.
• Thorough understanding of markets, financial statements and analysis, and technology trends.
• Proven communication and presentation skills. Can distill complex financial and business information into clear and succinct messages.
• Proactive mindset, highly analytical, and detail-oriented. Can execute on both tactical and strategic projects.
• Operates with a sense of urgency and can deliver high quality work under tight deadlines with a high level of autonomy and reliability.
• Prioritization and organization skills, with experience effectively managing multiple deliverables simultaneously.
• Experience in asset management or covering asset management strongly preferred
• This is a full-time, onsite position based in New York, requiring in-office presence Monday through Friday.

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $105,000.00 - $120,000.00, depending on location and level of relevant experience, plus discretionary bonus.

Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Hear more from our employees

By joining us, you will become part of 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 maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

• Three weeks paid time off the first year
• Medical, dental and vision insurance
• 401(k) Retirement Plan with a generous company match on your pre-tax and/or Roth contributions, up to the IRS limits
• Employee Stock Investment Program
• Reimbursement for certain education expenses
• Purchase of company funds with no sales charge
• Onsite fitness center and recreation center*
• Onsite cafeteria*

*Only applicable at certain locations

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. Franklin Templeton is committed to fostering a diverse and inclusive environment. 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 [email protected]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the 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 accommodation requests will receive a response.