
Equity Associate, Healthcare (Putnam Equity)
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.
- Conduct thorough research and analysis on companies within the healthcare sector to identify potential investment opportunities for the Putnam Equity fund.
- Collaborate with portfolio managers and analysts to develop investment strategies and make informed investment decisions.
- Monitor and track the performance of healthcare sector investments in the portfolio, providing regular reports and updates to the team.
- Stay up-to-date on industry trends, news, and developments in the healthcare sector to inform investment decisions.
- Build and maintain relationships with key stakeholders and industry experts to gain insights and access to potential investment opportunities.
- Conduct financial modeling and valuation analysis to assess the potential risks and returns of potential investments.
- Participate in due diligence processes, including company visits and meetings with management teams, to gather information and assess the viability of potential investments.
- Prepare and present investment recommendations to senior management and the investment committee.
- Collaborate with other team members to ensure the portfolio is well-diversified and aligned with the fund's objectives and risk profile.
- Continuously monitor and evaluate the performance of the healthcare sector investments in the portfolio and make adjustments as needed.
- Maintain accurate and up-to-date records and documentation for all investments and transactions.
- Adhere to all regulatory and compliance requirements in the investment process.
- Actively contribute to the team and share knowledge and insights to help drive the success of the Putnam Equity fund.
- Continuously strive to improve processes and strategies to enhance the performance of the healthcare sector investments.
- Represent Franklin Templeton Investments in a professional and positive manner, both internally and externally.
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
Market Research
Financial Modeling
Fund Management
Portfolio Management
Risk assessment
Due Diligence
performance tracking
Equity Analysis
Investment Strategies
Company Valuation
Sector Analysis
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
Interpersonal Skills
creativity
Teamwork
Adaptability
Problem-Solving
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.
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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.

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