Senior Investment Analyst

3 weeks ago


San Mateo, California, United States Franklin Templeton Full time
About the Role

Franklin Templeton is seeking a seasoned Senior Venture Analyst to join our dynamic team. As a key member of our investment team, you will play a crucial role in conducting research on emerging technologies, evaluating investment opportunities, and providing strategic insights to drive successful investment decisions.

Key Responsibilities
  • Research and Analysis: Conduct in-depth research on technology advancements shifting the wealth management landscape, identifying trends, and assessing their potential impact on our clients.
  • Due Diligence: Partner with the investment team to conduct comprehensive due diligence processes for potential investment opportunities, including market research, financial analysis, and competitive landscape assessment.
  • Investment Evaluation: Analyze financial statements, business plans, and projections to evaluate the financial health and growth potential of target companies.
  • Investment Memos and Presentations: Prepare detailed investment memos, reports, and presentations for senior management and investment committee review.
  • Deal Structuring and Negotiation: Collaborate with the investment team to assess and structure investment deals, negotiate terms, and support portfolio companies post-investment.
  • Portfolio Monitoring: Monitor and track the performance of portfolio companies and provide regular updates to the investment team.
  • Deal Flow Management: Manage the fintech deal flow pipeline and knowledge sharing across the investment team.
  • Partnerships and Events: Support partnerships and events as needed.
  • Relationship Building: Cultivate and nurture positive and robust relationships with business sponsors and the venture community.
Requirements
  • Education: Bachelor's Degree in Finance, Business Administration, or a related field.
  • Experience: 5-7 years of experience in financial services, including venture capital, private equity, investment banking, asset management, or related fields.
  • Skills: Proven track record of successfully evaluating and executing venture investments, high integrity, leadership, and relationship/trust building skills.
  • Qualifications: Strong analytical skills, financial acumen, and attention to detail, excellent communication, presentation, and interpersonal skills.
  • Preferred Qualifications: MBA or CFA designation, ability to work on-site at San Mateo, CA corporate headquarters 4 days per week to actively support the FinTech Incubator.
About Franklin Templeton

Franklin Templeton is a leading global investment management organization with a diverse range of investment solutions. We are committed to providing our clients with exceptional investment performance and outstanding service. Our team is dedicated to fostering a culture of innovation, collaboration, and excellence.

Benefits
  • Competitive Compensation: Franklin Templeton offers a competitive and valuable range of total rewards, including base compensation, discretionary bonus, 401(k) plan, health insurance, and other perks.
  • Professional Development: We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
  • Diversity and Inclusion: Franklin Templeton is committed to fostering a diverse and inclusive environment, where all employees feel valued and respected.


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