Sr. Marketing Analyst
Franklin Templeton Investments 170 reviews - San Mateo, CA

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Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees.

We have over 8,500 employees working in 50 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results, and working with integrity. Our people are dedicated to delivering strong results and exceptional service to clients, team members and business partners.

For more than 65 years, our success has been a direct result of the talent, skills and persistence of our people. We are currently looking for qualified candidates to join our winning team.

Responsibilities include:
Lead multiple concurrent research initiatives to promote distribution and investment management strategy.

Develop quantitative content for use in investment/product strategy commentary and sales/marketing collateral.

Monitor financial industry and competitive trends/developments and incorporate into research as needed.

Be accountable for research integrity and accuracy of individual projects.

Understand redistribution policies of third party data providers and research alternative data sources as needed; collect business requirements for market data services contracts.

Build strong relationships by serving as a consultant, understanding client needs and developing research plans to meet them.

Promote research methodology standards across overall department.

Create procedures documentation and facilitate training of production support staff.


Ideal candidates will have:
5 years total experience analyzing, interpreting, and summarizing financial data and economic concepts in the financial services industry

Skilled in using third party quantitative research systems such as FactSet, Bloomberg, Morningstar Direct, Morningstar EnCorr, Lipper IM, Lipper/LANA, Simfund, Zephyr required

Sound knowledge of mutual fund industry, investment products, and distribution channels

Strong analytical and quantitative skills

Proficiency with Microsoft Excel: especially charts/graphs, formulas, functions, and pivot tables

Intermediate Microsoft Access skills: tables, queries, reports

Strong attention to detail and quality work

Ability to multi-task, prioritize workflow, and adhere to deadlines

Ability to work directly and professionally with management, supervisors, peers, staff and business partners

Results driven with minimal supervision

Bachelor's Degree - Business Administration (Finance or Economics) preferred

Excellent written and verbal communication skills

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

Highlights of our benefits include:
Three weeks paid time off the first year

Medical, dental and vision insurance

401(k) Retirement Plan with company match

Employee Stock Investment Program

Tuition Assistance Program

Purchase of company funds with no sales charge

Onsite fitness center and recreation center

Onsite cafeteria

Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at

to learn more about our company and our career opportunities.

Job Function



Primary Location


United States-California-San Mateo




Job Posting Date


Jan 28, 2013, 7:08:21 PM

About this company
170 reviews
Franklin Resources believes a penny saved is a penny lost -- if it's not wisely invested. Operating as Franklin Templeton Investments,...