Hiring: Senior Portfolio Manager Company: Franklin Templeton Location: Pennsylvania, United States Job Posted Time: 2026-09-03 11:26:05 Target Skills & Keywords : CFA, CFP, Financial Planning, Fixed Income, Microsoft Excel, Portfolio Management, Wealth Management About the job Experience: •5 years' portfolio management and investment research experience required •Minimum 5 years' portfolio management and investment research experience required Required Skills: •Develop and implement broad investment strategy: Develop client profiles and investment objectives while monitoring global macro events and assessing the implications on global financial markets. •Assess and analyze portfolio returns & risk to rebalance as needed on an after-tax basis. •Determine absolute and relative valuations of investment securities in client portfolios. Integrate both global macro and market valuation into a well-defined investment view, rationale, strategy, and portfolio construction applied across a diverse client base. •Manage assigned accounts according to specific client investment objectives and constraints including idea generation; the execution and the monitoring of the assets held in the portfolio to ensure maximization of portfolio performance; and through marketing efforts, make presentations to existing clients, prospective clients, and referral sources. •Interface with the strategy teams and research groups to understand and implement the firm’s recommendations; monitor cash balances; review portfolio investment results; communicate strategy and results to clients. •Manage and oversee a highly customized dedicated book of business. •Articulate current economic and market views, outlook, portfolio positioning and construction. •Create presentation materials, providing clients with an understanding of the investment strategy and returns for their portfolios. Qualifications: •Bachelor's degree required. Advanced degree and certifications preferred (i.e. CFA, CFP and/or MBA) •10 + years' finance experience required Compensation: •$200,000 - $250,000 / year •Competitive benefits and rewards package •Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!