Client Portfolio Specialist– Putnam Equity Strategies

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 Business Development team, responsible for delivering accurate investment data and analysis that supports product positioning, marketing, and sales efforts across all of Putnam Equity strategies. This position partners closely with CPMs, investments, sales, RFP Teams, marketing and compliance teams to analyze and interpret portfolio and benchmark data, develop and maintain high-quality reporting tools and marketing materials, and ensure timely, efficient distribution of information. The Client Portfolio Specialist responds to internal and external data demands for existing clients and prospects, providing tailored analytics and materials related to Putnam Equity strategies, and is responsible for reviewing all marketing materials for accuracy, consistency, and appropriateness prior to public distribution. This position requires a strong attention to detail in reviewing portfolio data for accuracy and consistency.

How You Will Add Value

Core Responsibilities

• You will review materials for accuracy and consistency.
• You will collaborate with Client Portfolio Managers, investment, sales, RFP Teams, marketing, operations, and compliance teams.
• You will improve data quality and processes.

Strategic Responsibilities

• You will analyze and validate performance, benchmark, attribution, and portfolio data.
• You will support product positioning, sales efforts, and client reporting.

Teams & Collaboration

• You will respond to internal and external data requests from clients and prospects.
• You will deliver tailored analytics and materials on recurring and ad-hoc bases.

What Will Help You Be Successful In This Role

Experience, Education & Certifications

• 3-5 years of experience in finance and public equities.
• Bachelor’s degree required.
• Financial Industry Regulatory Authority Series 7

Technical Skills

• Strong analytical skills interpreting performance, benchmark, and portfolio data.
• Advanced Microsoft Excel proficiency
• Comfort working with large datasets and refining workflows.

Soft Skills

• Collaborative mindset and cross-functional working experience.
• Strong communication skills for technical and non-technical audiences.
• Ability to manage multiple priorities and tight deadlines.
• Strong attention to detail and ability to identify data inconsistencies and anomalies.

Work Schedule & Location

• Hybrid work schedule
• Work Location: Boston, MA

Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program. We expect the annual salary for this position to range between $105,000 to $115,000, plus an annual discretionary bonus, depending on location and level of relevant experience.

Staffing Agency Disclaimer

Please note that we are not engaging staffing agencies or external recruiters for this position. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions, and no agency or search fees will be paid.

Experience