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About the Role

As a Client Portfolio Manager – Multi-Asset/Solutions, you will provide comprehensive portfolio solutions tailored to clients' investment objectives and requirements, acting as a dedicated manager for multi-asset and quantitative investment strategies. You will monitor existing client mandates, deliver periodic reports, support business development, conduct research, and translate/customize investment materials. This role also involves acting as a liaison between local and overseas teams, overseeing cash management, supporting new fund launches, and contributing to investment projects.

Responsibilities

Provide comprehensive portfolio solutions tailored to clients' investment objectives and requirements.
Act as a dedicated Client Portfolio Manager for multi-asset and quantitative investment strategies.
Monitor the performance, positioning, and operational status of existing client mandates and investment strategies.
Deliver periodic investment reports and updates to existing clients.
Support business development initiatives by presenting investment strategies and preparing proposals for prospective clients.
Conduct research and analysis on multi-asset, quantitative, and other investment strategies across the global investment platform.
Translate, customize, and develop investment presentations, marketing materials, and client communications.
Act as a liaison between local stakeholders and overseas investment teams to facilitate effective communication and coordination.
Oversee cash management and investment operations for outsourced funds and advisory accounts, including trade and fund order execution.
Support the onboarding and launch of new funds and investment advisory mandates, including the development of operational workflows and implementation structures.
Contribute to a broad range of investment-related projects, initiatives, and operational activities.

Requirements

Approximately 10+ years of experience in the financial services industry.
Experience within asset management firms, banks, insurance companies, securities firms, or other financial institutions.
Experience in equity, fixed income, multi-asset, or related investment functions.
Experience delivering investment reports to existing clients and supporting new business development through strategy presentations and proposal preparation.
Collaborative team player with strong stakeholder management and relationship-building skills.
Strong communication and interpersonal skills, with the ability to work effectively across functions and regions.
Ability to partner closely with internal teams and overseas investment professionals in a dynamic environment.
Proactive in developing industry knowledge, market awareness, and relevant skills.
Positive and adaptable mindset in periods of significant change.

Skills

Multi-Asset/Solutions portfolio management
Quantitative investment strategies
Investment performance monitoring
Client reporting
Business development support
Investment strategy research and analysis
Presentation development
Marketing material creation
Client communication
Stakeholder management
Relationship building
Cross-functional collaboration
Interpersonal skills
Cash management
Investment operations
Fund onboarding
Investment advisory mandate support
Project contribution

Location

Japan

Work Type

Full-time

Experience Level

10+ years

Education Level

CFA, CMA, or CAIA designation preferred

Benefits

Support for maintaining physical and mental health
Savings for life's adventures
Support for taking care of family members
Opportunities to make a positive impact in the community

About the Company

Franklin Templeton is a forward-thinking asset manager building dynamic relationships with clients to navigate complex markets and create long-term wealth.
The company leverages cutting-edge strategies and deep insights with talented, global teams.
Franklin Templeton offers a welcoming, inclusive, and supportive culture with globally diverse business opportunities.
The firm is advancing the industry by developing innovative ways to help clients achieve investment goals.
The dynamic and diversified firm spans asset management, wealth management, and fintech.
Franklin Templeton has built an industry-leading range of capabilities across traditional and alternative asset classes through strategic acquisitions.
The Product team aims to expand its product line-up to offer capabilities to Japanese investors.

Equal Opportunity

Franklin Templeton is an Equal Opportunity Employer committed to providing equal employment opportunities to all applicants and existing employees.
Qualified applicants are evaluated 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.
Accommodations or adjustments for individuals needing assistance with the job search or application process can be requested via email to accommodations@franklintempleton.com.