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Franklin Templeton

Global asset management and investment services

Client Portfolio Manager - Multi-Asset/Solutions

Asset ManagementConfirmed live in the last 24 hours
Full-timeTokyo, JapanNo salary listedIn-person

About the Job

Requirements

  • Approximately 10+ years of experience in the financial services industry.
  • Experience within asset management firms, banks, insurance companies, securities firms, or other financial institutions.
  • Experience in equity, fixed income, multi-asset, or related investment functions.
  • Experience delivering investment reports to existing clients and supporting new business development through strategy presentations and proposal preparation.
  • Strong stakeholder management and relationship-building skills.
  • Strong communication and interpersonal skills, with the ability to work effectively across functions and regions.
  • Ability to partner closely with internal teams and overseas investment professionals in a dynamic environment.
  • Excellent business communication skills in both Japanese and English.
  • Ability to communicate regularly and effectively with overseas investment teams.

Responsibilities

  • Provide comprehensive portfolio solutions tailored to clients' investment objectives and requirements.
  • Act as a dedicated Client Portfolio Manager for multi-asset and quantitative investment strategies.
  • Monitor the performance, positioning, and operational status of existing client mandates and investment strategies.
  • Deliver periodic investment reports and updates to existing clients.
  • Support business development initiatives by presenting investment strategies and preparing proposals for prospective clients.
  • Conduct research and analysis on multi-asset, quantitative, and other investment strategies across the global investment platform.
  • Translate, customize, and develop investment presentations, marketing materials, and client communications.
  • Act as a liaison between local stakeholders and overseas investment teams to facilitate effective communication and coordination.
  • Oversee cash management and investment operations for outsourced funds and advisory accounts, including trade and fund order execution.
  • Support the onboarding and launch of new funds and investment advisory mandates, including the development of operational workflows and implementation structures.
  • Contribute to a broad range of investment-related projects, initiatives, and operational activities.

Desired Qualifications

  • CFA, CMA, or CAIA designation preferred.

About the Company

Franklin Templeton

Global asset management and investment services

Franklin Templeton is an asset management firm that provides a variety of investment products and services to different types of clients, including individual investors and institutions. The company specializes in mutual funds, systematic investment plans (SIPs), and lump-sum investment options, focusing on active investment management. This means they use their research and expertise to make informed investment decisions for their clients. Franklin Templeton stands out from its competitors with a strong distribution network across India, having offices in over 34 cities and collection centers in more than 100 locations, along with a comprehensive digital platform that offers tools for investors. The company's goal is to effectively manage assets for their clients while providing a range of financial services that cater to both retail and institutional investors.

Company size
51-200
Company stage
IPO
Headquarters
San Mateo, CA
Founded
1947

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