Equity Research Analyst Position

4 weeks ago

San Mateo, California, United States Franklin Templeton Full time
Financials Sector Researcher

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.

Key Responsibilities
  • Perform thorough fundamental analysis of companies in the financials sector.
  • Interface with company management, sell-side analysts, competitors, customers, and other industry contacts.
  • Make buy and sell recommendations of financial company stocks to general and sector fund managers.
Requirements
  • Bachelor's degree in business, finance, economics, or related field of study.
  • 3-10 years of equity research experience covering the financials sector.
  • MBA or other Advanced degree a plus.
  • Excellent communication skills, both verbal and written.
  • Ability to build and maintain detailed financial models.
  • Outstanding work ethic, attention to detail, and ability to work well on a team.
  • 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.
  • Strong attention to detail.
  • Ability to work well in a collaborative environment.
Benefits
  • Three weeks paid time off the first year.
  • Medical, dental, and vision insurance.
  • 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits.
  • Employee Stock Investment Program.
  • Learning and Education Assistance Program (LEAP).
  • Purchase of company funds with no sales charge.
  • Onsite fitness center and recreation center.

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.

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