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!

The Opportunity

We are looking for an Equity Research Associate with 2-5 years of post-undergraduate experience, to work closely with the investment team on the Franklin DynaTech Fund. The Franklin DynaTech fund is a $30 billion global growth fund that invests in companies which are leaders in innovation and disruptive technologies. These companies generally take advantage of new technologies, have superior management, and benefit from new industry conditions in the dynamically changing global economy.

What are the responsibilities of the Research Associate?

The Research Associate will be responsible for equity research and marketing functions for the DynaTech Fund. The Associate will study disruptive technologies and megatrends and apply it to investments of public companies. The Associate will help screen initial stock ideas, looking at market potential, company strategy, competitive analysis, and valuation. The Associate will interact with sell-side Associates, do first-hand market research, and learn valuations skills. The Associate will also generate reports that help portfolio managers make buy sell for the fund. This position will be located in San Mateo, CA.

Additional responsibilities include:

Analyzing companies and industries

Attending and reporting on conferences

Attending company meetings with management

Listening to company quarterly calls and investor meetings

Reading sell-side research reports on companies, industries, and market trends

Reading daily news regarding a stock and/or industry

Writing research reports

Generating reports to make portfolio decisions.

Collaborating with the investment team to produce new marketing materials.

The Associate will be encouraged to pursue the CFA designation.

What ideal qualifications, skills & experience would help someone to be successful?

Bachelor’s degree from a top university

2-5 years of work experience in the investment or technology industry (high-tech, biotech, etc.)

Strong academic performance with a GPA of 3.75 and above

Strong intellectual curiosity and desire to understand and learn about companies, industries, megatrends, and markets

Self-directed, can work within broad guidelines and prioritize workflow

Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. The salary, benefits and variable rewards will reflect the seniority of the position and a competitive market rate. We expect the annual salary for this position to range between $100,000 to $128,000, depending on level of relevant experience, plus discretionary bonus. The compensation is commensurate with a 2-5 year post undergraduate level position.

When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.

#ASSOCIATE

#LI-Onsite

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 accommodations@franklintempleton.com. 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.