Research Analyst – (Leveraged Loans/Floating Rate Credit Research)

Posted 13 Hours Ago
Be an Early Applicant
2 Locations
170K-195K Annually
Senior level
Financial Services
The Role
The Research Analyst will provide in-depth research and credit analysis for leveraged loans, monitor issuers, participate in portfolio discussions, analyze credit agreements, and foster relationships with industry stakeholders.
Summary Generated by Built In

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!

About the Opportunity

We are looking for a Research Analyst to join Franklin’s Floating Rate Debt Group (“FRDG”) which invests in below investment grade, syndicated leveraged loans. The group largely focuses on senior secured corporate loans (1st and 2nd liens) with select opportunistic investments in distressed debt and special situations.


What are the ongoing responsibilities?

  • Provide in-depth research and fundamental credit analysis for broadly syndicated loan transactions

  • Provide ongoing monitoring of 40+ issuers across one or more sectors with timely updates to underlying investment recommendations

  • Actively participate and collaborate in weekly meetings to help influence portfolio performance.

  • Analyze credit agreements and loan documents.

  • Develop relationships with management teams, industry experts, private equity sponsors, business partners, and financial advisers.

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

  • 10+ years of experience in the U.S. leveraged finance market analyzing non-investment grade companies

  • Ability to build detailed financial models while displaying a clear understanding of accounting principles and cash flow analysis.  

  • Good intuitive credit judgment and analytical abilities. 

  • Excellent communication skills and ability to work well in a team-oriented environment. 

  • Ability to multi-task and work independently.

  • BA required, CFA or MBA strongly preferred.

  • Strong experience with Excel and Bloomberg.

Compensation Range: 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. The salary, benefits and variable rewards will reflect the seniority of the position and a competitive market rate. We expect the annual salary for this position to range between $170K to $195K, in addition to a competitive bonus.

When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.

#ASSOCIATE

#LI-Onsite

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Hear more from our employees

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

  • Three weeks paid time off the first year

  • Medical, dental and vision insurance

  • 401(k) Retirement Plan with a generous company match on your pre-tax and/or Roth contributions, up to the IRS limits

  • Employee Stock Investment Program

  • Reimbursement for certain education expenses 

  • Purchase of company funds with no sales charge

  • Onsite fitness center and recreation center*

  • Onsite cafeteria*

*Only applicable at certain locations

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. 
 
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Top Skills

Excel
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: San Mateo, CA
11,198 Employees
On-site Workplace
Year Founded: 1947

What We Do

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com).

The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal.

LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk.

US readers: This material is being distributed in the U.S. by Franklin Distributors, LLC. Member FINRA/SIPC and only offers U.S. registered Franklin Templeton products.

View our Terms and Conditions at: https://www.franklintempleton.com/help/social-media-guidelines/linkedin-guidelines
Non-US readers: View our Terms and Conditions at https://www.franklinresources.com/resources/linkedin

©2022 Franklin Templeton. All rights reserved.

Similar Jobs

WHOOP Logo WHOOP

Staff Accountant

Fitness • Hardware • Healthtech • Sports • Wearables
Easy Apply
Hybrid
Boston, MA, USA
500 Employees

Chainlink Labs Logo Chainlink Labs

Web3 Venture Capital & Strategic Partnerships Manager

Blockchain • Internet of Things • Payments • Cryptocurrency • Web3
Remote
7 Locations
680 Employees

Hometap Logo Hometap

Fund Accountant

Fintech • Real Estate • Software • Financial Services • PropTech
Easy Apply
Remote
Hybrid
Boston, MA, USA
235 Employees

Nasuni Logo Nasuni

Director, Technical and Revenue Accounting

Big Data • Cloud • Internet of Things • Productivity • Software • Business Intelligence • Infrastructure as a Service (IaaS)
Easy Apply
Hybrid
Boston, MA, USA
550 Employees

Similar Companies Hiring

EDGE Thumbnail
Software • Fintech • Financial Services • Analytics
Chicago, IL
20 Employees
Energy CX Thumbnail
Utilities • Professional Services • Greentech • Financial Services • Energy • Consulting • Business Intelligence
Chicago, IL
55 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account