Business Management Associate - Alternatives

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!

What is the Alternative Investments team responsible for?

The Alternative Investments team is responsible for the distribution of alternative investments offerings, specifically to the wealth management channel.  The Alternatives team works closely with the other groups at Franklin Templeton, including the investment managers, marketing, data intelligence and generalist sales.  The offerings are made up of funds primarily from the private equity, private credit, private real estate and hedge fund sectors.

What is the Business Management Associate responsible for?

The Business Management Associate will work closely with the Alternatives team to assist in producing and analyzing information based upon the sales and activity of the Alternatives sales team.  In addition, the Associate will work with leadership in creating presentations and various reports, both on a regular and ad-hoc basis, for senior management. 

What are the ongoing responsibilities of a Business Management Associate?

• Assist Alts Business Manager with day-to-day and strategic tasks

• Field on-going inquiries and requests regarding portfolio information, sales, and activities, etc.

• Periodic deck creation and coordination for Global Alts COO and other senior Alts Leadership

• Develop field communications and management presentations, in conjunction with Business Manager.

• Partner with Alts Mgmt to ensure alignment of initiatives and best practices across Alts organization.

• Serve as lead project manager on cross-functional initiatives, including due diligence meetings, roadshows and team-specific campaigns.

• Serve as point person with Specialist Investment Managers (SIMs) to facilitate branch travel and meetings with Directors and other initiatives.

• Coordinate with National Accounts and Events to secure Sales attendance for client-sponsored meetings in consideration of location of event and advisors who will be in attendance.

• Troubleshoot and solve Sales team questions and requests

• Review and respond to monthly and quarterly reporting requirements

• Work with the data analytics team to report on sales and check for integrity and accuracy of the information received from various sources

• Research and document business issues involving workflow procedures and processes

• Analyze data (sales, activity, and budget) and develop solutions/processes

• Complete ad hoc projects to assist with Alts Management team as well as Senior Management.

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

• 5 years’ experience in asset management industry - preferably within Alternatives

• Solid knowledge of wealth management distribution channel. Familiar with financial industry jargon, current market conditions/trends, and asset classes.

• Ability to communicate effectively both verbally and in writing; to establish and maintain co-operative working relationships with internal and external clients

• Strong project management skills & ultimate multi-tasker; able to pivot from one project to another seamlessly under deadlines and work independently with minimal supervision

• Ability to influence, negotiate, and build relationships with internal clients and external partners while performing assigned duties

• Exercise sound judgment and decision making.

• Able to travel as necessary (approx. 10-20%)

• Excellent attention to detail, customer service orientation and strong organizational skills

• Sense of urgency in deliverables and proactively reach out to colleagues for business related information

What technology skill sets are critical to the success of this role?

• Microsoft Office skills:
  - Advanced - Excel, Word, PowerPoint

• Comfort with databases, data manipulation and dashboards

Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. 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. We expect the salary for this position to range between $100,000 – $125,000.

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