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About the Role

The Investment Analyst will be a key member of the multi-asset solutions team, supporting the day-to-day management of a broad range of retail and institutional multi-asset portfolios. The role is centered on portfolio implementation, trading, cash management, portfolio analytics, and the development of analytical tools and process enhancements that support portfolio management and investment decision-making. The successful candidate will also contribute to investment discussions, manager oversight, and select product initiatives.

Responsibilities

Enter portfolio trades across mutual funds, ETFs, separately managed accounts, and other investment vehicles.
Manage daily portfolio cash flows, subscriptions, redemptions, rebalancing activity, and portfolio reconciliations to ensure accurate holdings, cash balances, and transactions.
Monitor portfolio positioning relative to strategic and tactical asset allocation targets.
Assist in implementing portfolio changes arising from investment decisions across multiple mandates.
Coordinate with Trading, Operations, Custody, Compliance, and Risk teams to support portfolio implementation.
Analyze portfolio positioning, exposures, and characteristics to identify trends, risks, and opportunities across portfolios.
Produce and interpret portfolio analytics relating to performance and attribution, risk, and positioning.
Conduct peer universe and competitive analysis across multi-asset strategies.
Lead analytical projects and develop automation, reporting tools, and process enhancements to improve portfolio management efficiency and support investment decision-making.
Support Portfolio Managers in researching investment opportunities across asset classes.
Participate in investment meetings and contribute research, market observations, and investment ideas.
Develop an understanding of underlying investment managers, strategies, and portfolio characteristics.
Assist in preparing investment committee materials and portfolio review presentations.
Support product development initiatives and portfolio reviews as required.
Assist with competitive landscape analysis and product-related research.
Respond to portfolio-related requests from internal stakeholders, including Product Management, Sales, Marketing, and Client Service teams.

Requirements

2–5 years of relevant experience in asset management, portfolio management, investment operations, or multi-asset investing.
Experience supporting institutional and/or retail investment portfolios preferred.
Order management and reconciliation experience preferred.

Skills

Python
SQL
Power BI
Bloomberg
FactSet
Morningstar Direct
Charles River (or similar OMS)
Aladdin

Location

Toronto, Ontario

Work Type

Hybrid

Experience Level

Associate

Education Level

Bachelor's degree in Finance, Economics, Mathematics, Commerce, Engineering, or a related quantitative discipline.
CFA designation or progress toward the CFA charter is strongly preferred.

Salary/Compensations

$75,000-$100,000

Benefits

Competitive healthcare options
Insurance
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)
Wellbeing program
Flexible medical, dental, and vision insurance options
Corporate Pension Plan
Opportunity to purchase company funds with no sales charge
Competitive vacation package, including three annual personal days
Company-paid short-term and long-term disability coverage
Education assistance programs

About the Company

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.
Franklin Templeton Investment Solutions (FTIS) manages approximately $140B in assets and serves as the firm's multi-asset solutions platform. As a key access point to Franklin Templeton's global investment capabilities, FTIS brings together insights from across the organization to develop customized investment solutions and diversified portfolios. The team combines strategic asset allocation, portfolio construction, manager research, and risk management expertise to deliver outcome-oriented investment strategies for clients globally.

Equal Opportunity

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.