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About the Department
Putnam Investments is a diversified fundamental active equity asset manager headquartered in Boston and backed by the significant resources and scale of Franklin Templeton.
Position Summary
The portfolio solutions team is seeking an experienced Portfolio Analyst to support portfolio construction, customization, and portfolio solutioning efforts across investment strategies. The role will focus on enhancing the investment process by applying portfolio solutioning techniques, including portfolio optimization, to deliver customized investment products. This role will work closely with portfolio managers, investment teams, risk and quant teams, product teams, and client-facing partners to develop customized portfolio solutions that align with client objectives, investment guidelines, and risk parameters.
Key Responsibilities
Portfolio Solutions & Customization Support the development and implementation of customized portfolio solutions Translate client objectives, constraints, and preferences into practical portfolio construction recommendations Partner with portfolio managers and client teams to deliver scalable and efficient customization solutions Portfolio Construction & Optimization Support portfolio construction and optimization processes across investment strategies Analyze portfolio exposures, allocations, and risk characteristics relative to benchmarks and client objectives Evaluate portfolio trade-offs involving return expectations, tracking error and implementation constraints Investment Collaboration Work closely with portfolio managers, fundamental and quantitative analysts, trading, operations, client and product teams Incorporate both quantitative analysis and fundamental investment considerations into portfolio recommendations Support ad hoc analyses related to client mandates, portfolio construction, and investment strategy
Experience, Education & Certifications
Minimum of 5 years of relevant experience in a portfolio construction or quantitative investment role within asset management Strong understanding of: Portfolio construction and optimization Portfolio risk analysis Equity strategies Quantitative analysis Asset allocation and investment management principles Proficiency with coding, querying, and analytical tools to support portfolio analysis, data management, and investment-decision making Experience with portfolio analytics and risk platforms such as: Axioma Barra Aladdin FactSet Bloomberg
Work Schedule & Location
Standard working hours: Hybrid (Four days in office) Work Location: Boston, MA
Compensation Range and Benefits
When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed. Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non‑monetary—designed to support their well‑being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well‑being program. We expect the annual salary for this position to range between $175,000 to $200,000, plus an annual discretionary bonus, depending on location and level of relevant experience. Highlights of our benefits include: - Paid Time Off : Three weeks of PTO in your first year - Health Coverage : Competitive medical, dental, and vision insurance to support your well‑being - Retirement Savings : 401(k) plan with an 85% company match on pre‑tax and/or Roth contributions, up to IRS limits - Equity & Investing : Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities - Learning Education Assistance Program (LEAP) : To support your ongoing growth and career advancement - Employee Investment Benefits : Opportunity to purchase company funds with no sales charge
Staffing Agency Disclaimer
Staffing Agency Disclaimer: Please note that we are not engaging staffing agencies or external recruiters for this position at this time. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions, and no agency or search fees will be paid.
Equal Opportunity Statement
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.