Fundamental Equity Investment Associate, Sustainable Investing Team (Putnam Equity)

Job Opportunity At Franklin Templeton

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!

Putnam Investments, a Specialist Investment Manager (SIM) of Franklin Templeton, is a diversified, equity-only asset manager with roots dating back to 1937. We manage a range of active equity portfolios with a focus on stock-specific opportunities. Our approachstock-driven rather than style-drivenis designed to produce consistent outperformance, regardless of the market environment. As of December 31, 2024, the firm managed over $121 billion in assets under management in strategies covering the style, geography, and capitalization spectrum, as well as sustainable solutions. We offer these strategies in a number of vehicles to meet the investment needs of our global clients and investors. Available vehicles include mutual funds, institutional separate accounts, SMA / model portfolios, ETFs, CITs and UCITS.

The Opportunity

The Associate on the Sustainable Equity team will research and analyze a wide range of companies across sectors, conducting research that links relevant sustainability / ESG (environmental, social, and governance) issues to compelling fundamentals and valuation. The associate will partner with our Sustainable Equity PM and analyst team, generating investment ideas that are relevant for these products and for other interested PM teams across the equity group. The goal of the associate is to develop differentiated insights that allow for high conviction investment opportunities. These conclusions are derived from a creative, thorough and iterative research process, that incorporates relevant or material ESG issues and forward-looking sustainability themes into the fundamental research process. A successful Associate will be able to generate investment ideas across multiple sectors and contribute to portfolio construction over time.

Responsibilities

• Analyze a wide range of companies across sectors, with a focus on companies whose fundamental prospects benefit from sustainability strengths
• Develop clear, insightful analysis of companies and industries that provides relevant investment insights
• Develop and maintain deep understanding of competitive landscape, sector specific and sustainability-related themes, management styles and business structure, etc.
• Leverage network of industry experts, sustainability experts, and other unique sources of information and insights to develop differentiated views on themes, sectors, and stocks.
• Develop and maintain strong relationships with company management teams, including by conducting frequent meetings.
• Build and maintain detailed, specific, complete models on coverage.
• Develop conviction in new and existing buy ideas through a combination of differentiated qualitative and quantitative research and insights.
• Communicate clear rationale for recommendations to teammates and portfolio managers, sharing investment insights more broadly across the investment team.
• Actively monitor companies under coverage and communicate important changes in a timely manner.
• Develop an understanding of relevant sustainability themes and environmental, social, and governance issues, with a focus on how these themes can impact company fundamentals, valuation, and stock performance

Qualifications, Skills & Experience

Compensation Range : Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned 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 wellbeing program. We expect the annual salary for this position to range between $110,000 - $140,000, plus bonus depending on location and level of relevant experience.

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

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.

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 accommodations@franklintempleton.com. 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.