Solutions Portfolio Manager

Responsibilities

• Support the indexed solutions business, including Fixed Index Annuities (FIAs), Registered-Index Linked Annuities (RILAs), Structured Notes, and Indexed Universal Life (IUL)
• Collaborate with the systematic solutions team to design products that leverage investment capabilities and meet client needs
• Review market trends and the competitive landscape to identify new opportunities
• Develop marketing materials, client review documents, and RFP content for indexed solutions
• Respond to client inquiries regarding portfolio performance and write regular performance commentary
• Support variable annuity and retirement business, including sub-advised multi-asset and quantitative strategies
• Utilize quantitative tools to construct custom portfolios based on specific client parameters

Requirements

• 5-10 years of experience in multi-asset investments working with institutional and retail channel clients
• Strong foundational knowledge of financial markets and investing strategies
• Knowledge of systematic strategies and index-linked insurance products (FIAs or RILAs)
• Proficiency in MS Excel, PowerPoint, and Word
• Experience using Bloomberg or other data platforms for analysis
• Comfort with quantitative concepts and quantitative multi-asset strategies
• Strong communication skills for interacting with clients and internal partners

Preferred Qualifications

• Bachelor’s degree in a numerical discipline such as mathematics, science, engineering, business administration, or economics
• Industry designations such as CFA or similar professional certifications

Benefits

• Medical, dental, and vision insurance
• 401(k) Retirement Plan with 85% company match on pre-tax and/or Roth contributions
• Three weeks of paid time off in the first year
• Employee Stock Investment Program
• Tuition Assistance Program
• Onsite fitness and recreation centers (at certain locations)

About the Company

Franklin Templeton Investment Solutions (FTIS) is an investment management unit managing in excess of $100 billion. A leader in multi-asset, quantitative, and hedged solutions, FTIS leverages a global network of investment teams to offer innovative and diversified strategies for investors worldwide.