Client Portfolio Specialist– Putnam Equity Strategies

Job description

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic 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 provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! Team & Role Overview: The Global Business Development team provides accurate, insightful investment data and analysis that supports product positioning, marketing, and sales across Putnam Equity strategies. The team works closely with Client Portfolio Managers, investment teams, RFP Teams, sales, marketing, operations, and compliance to deliver high‑quality analytics, reporting tools, and marketing materials in a highly collaborative, compliance‑focused environment. Position Overview: The Client Portfolio Specialist is a key member of the Global B...