• Job Description

  Req#: 853454

  Martin Currie operates independently as a Specialist Investment Manager (SIM) within the Franklin Templeton group, they are a leading global investor specialising in global equities, founded in 1881 and headquartered in the UK. The firm is a pioneer in emerging and international markets covering various growth and income strategies. For more information about Martin Currie, please visit www.martincurrie.com. Our success is a direct result of the talent, skills and persistence of our people.

  Martin Currie is delighted to be recruiting for the position of Institutional Portfolio Manager to join our team in Leeds.

  At Franklin Templeton and across it’s SIMs, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Franklin Templeton acquired Legg Mason and its Specialist Investment Manager’s (SIM) in 2020 creating a firm of over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries.

  What is the Distribution team responsible for?

  The Distribution team is responsible for asset retention and new business growth. Within Distribution, the Institutional Portfolio Manager (IPM), UK Equity is responsible for supporting the increase in franchise value of their equity team through supporting distribution and asset retention. They act as an extension to the equity team, to promote the franchise in relevant priority markets. They work through regional business development teams and client portfolio managers to execute on sales and client priorities.

  What are the ongoing responsibilities of the Institutional Portfolio Manager?

  • Build strong professional relationships with all stakeholders.
  • Build exceptional technical knowledge of UK Equity product range such that IPM can present to senior asset owner staff, discretionary allocators, or represent the franchise as a portfolio manager replacement when required.
  • Continually provide market feedback to relevant stakeholders to support refinement of specialist marketing material and other messaging.
  • Represent Global Content Forum insights to equity teams to ensure alignment of interest and maximise potential of material produced.
  • Work with Martin Currie and Franklin Templeton business development teams to support relevant sales opportunities - understand Distribution priorities and align PM and IPM resource appropriately.
  • Support and attend key presentations – including finals – globally.
  • Support delivery of RFPs for key opportunities using technical and investment knowledge to elevate proposals.
  • Lead conversation on product innovation and evolution to maintain relevance with evolving market demands.
  • Client service: Accountable for client service rankings and plan across institutional and key retail client base. Work with FT local teams and Martin Currie teams to ensure client service and asset retention is consistent and focused.
  • Lead the delivery of quarter end narrative and slides for Distribution Services to produce to ensure consistent messaging and service across all clients.
  • Provide regular verbal and written updates on status of client base to wider firm and Head of IPM team.

  What qualifications, skills and experience would help someone to be successful?

  • An undergraduate degree is expected.
  • Previous experience of global equity portfolio management or company research advantageous
  • IMC and CFA Charterholder (minimum Level 1 or equivalent)
  • Potential requirement to undertake FINRA qualifications: General Securities Representative
  • Industry Knowledge - has comprehensive knowledge of business strategy, investment markets, financial terminology, and compliance requirements.
  • Established equity financial markets experience
  • Strong technical skills, coming from an investments background or technically focused distribution/client services/product role.
  • Understanding of regional economic and political background, as pertains to UK equities is desired but not essential.
  • Interpersonal Skills - must be able to work well both independently and within groups and cope with diverse contacts.
  • Outstanding presentation skills and ability to lead key sales and client service meetings.

  In addition to the dynamic and professional environment at Martin Currie, we strive to ensure that our employees have access to a competitive and valuable set of Total Reward—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

  Highlights of our benefits include - c ontributory pension scheme, private healthcare plan, PHI, life insurance and many others

  We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities.

  Martin Currie values diversity in its workforce and welcomes employees from different backgrounds, generations, capabilities, cultural identification, sexual orientations, and gender expression, in addition to other attributes that contribute to a truly diverse and inclusive community.

  Our Values (Learning, Ambition, Responsibility and Partnership) are integral to how we do things in Martin Currie and key to our purpose of Investing to Improve Lives.

  #LI-EUR

  #LI-UK

  What makes Martin Currie unique?
  In addition to the dynamic and professional environment at Martin Currie, we strive to ensure that our employees have access to a competitive and valuable set of Total Reward—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results. Highlights of our benefits include - flexible hybrid working, contributory pension scheme, private healthcare plan, PHI, life insurance and many others.
  We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities.

  Martin Currie values diversity in its workforce and welcomes employees from different backgrounds, generations, capabilities, cultural identification, sexual orientations, and gender expression, in addition to other attributes that contribute to a truly diverse and inclusive community.

  Our Values (Learning, Ambition, Responsibility and Partnership) are integral to how we do things in Martin Currie and key to our purpose of Investing to Improve Lives.

  Learning - We strive to continually improve. Our learning comes from not only mistakes but our successes too. We challenge ourselves to regularly build our collective and individual knowledge, skills, and expertise.

  Ambition - We have a desire and determination to achieve. Our ambition is shown by our appetite to take on new challenges, achieve the best outcomes for clients and grow our business. We are always looking to raise the bar.

  Responsibility - We take control and see it as our duty to embrace tasks and challenges. Our responsibility is demonstrated by us taking ownership and control of tasks, challenges, and being accountable for the outcome.

  Partnership - We work together and avoid silos. Our partnership is shown by each of us bringing our individual expertise and diversity of thought in a way that enables us to deliver our best work together.

  At Franklin Templeton and across its SIMs, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Franklin Templeton acquired Legg Mason and its Specialist Investment Manager’s (SIM) in 2020 creating a firm in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries.

• About the company

  Franklin Resources Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc.

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