Franklin Templeton Investments

Equity Associate, Healthcare (Putnam Equity)

Franklin Templeton Investments

Boston, MA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Franklin Templeton Investments, a global leader in investment management. We are currently seeking a highly motivated and talented individual to join our team as an Equity Associate, focused on the healthcare sector for our Putnam Equity fund. As an Equity Associate, you will have the opportunity to work alongside experienced portfolio managers and analysts to identify and evaluate investment opportunities within the healthcare industry. This is an exciting role for someone with a passion for healthcare and a drive to succeed in the world of finance. If you possess strong analytical skills, a deep understanding of the healthcare sector, and a desire to make a meaningful impact, we encourage you to apply for this role.

  1. Conduct thorough research and analysis on companies within the healthcare sector to identify potential investment opportunities for the Putnam Equity fund.
  2. Collaborate with portfolio managers and analysts to develop investment strategies and make informed investment decisions.
  3. Monitor and track the performance of healthcare sector investments in the portfolio, providing regular reports and updates to the team.
  4. Stay up-to-date on industry trends, news, and developments in the healthcare sector to inform investment decisions.
  5. Build and maintain relationships with key stakeholders and industry experts to gain insights and access to potential investment opportunities.
  6. Conduct financial modeling and valuation analysis to assess the potential risks and returns of potential investments.
  7. Participate in due diligence processes, including company visits and meetings with management teams, to gather information and assess the viability of potential investments.
  8. Prepare and present investment recommendations to senior management and the investment committee.
  9. Collaborate with other team members to ensure the portfolio is well-diversified and aligned with the fund's objectives and risk profile.
  10. Continuously monitor and evaluate the performance of the healthcare sector investments in the portfolio and make adjustments as needed.
  11. Maintain accurate and up-to-date records and documentation for all investments and transactions.
  12. Adhere to all regulatory and compliance requirements in the investment process.
  13. Actively contribute to the team and share knowledge and insights to help drive the success of the Putnam Equity fund.
  14. Continuously strive to improve processes and strategies to enhance the performance of the healthcare sector investments.
  15. Represent Franklin Templeton Investments in a professional and positive manner, both internally and externally.
Where is this job?
This job is located at Boston, MA, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field

  • Minimum Of 2-3 Years Of Experience In Equity Research Or Investment Management, Preferably In The Healthcare Sector

  • Strong Understanding Of Financial Analysis And Valuation Techniques

  • Excellent Communication And Interpersonal Skills, With The Ability To Build Relationships With Internal And External Stakeholders

  • Knowledge Of Healthcare Industry Trends, Regulatory Environment, And Key Players In The Market

Required Skills
  • Market Research

  • Financial Modeling

  • Fund Management

  • Portfolio Management

  • Risk assessment

  • Due Diligence

  • performance tracking

  • Equity Analysis

  • Investment Strategies

  • Company Valuation

  • Sector Analysis

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Equity Associate, Healthcare (Putnam Equity) in Boston, MA, USA is $80,000 - $120,000 per year. This salary range can vary depending on factors such as years of experience, specific job responsibilities, and the company's size and financial performance. Additionally, bonuses and other forms of compensation may also impact the overall salary for this position.

Additional Information
Franklin Templeton Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 6th, 2025
Apply BeforeJuly 20th, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

About Franklin Templeton Investments

Franklin Resources, Inc. is a holding company, which engages in the provision of financial and investment management operations. It offers fund administration, sales, distribution, marketing, shareholder servicing, trustee, custody, and fiduciary services.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started