Research Analyst
We have over 8,500 employees working in 50 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results, and working with integrity. Our people are dedicated to delivering strong results and exceptional service to clients, team members and business partners.
For more than 65 years, our success has been a direct result of the talent, skills and persistence of our people.
We are currently looking for a Research Analyst to join the Floating Rate Debt team in San Mateo, CA. The Analyst will cover assigned industries while analyzing below investment grade, highly leveraged loans, individual issuers, or individual classes of loans. The Analyst will cover specific account responsibilities while developing detailed decision-making models.
Specific responsibilities include:
- Hold Analyst responsibilities for assigned industries and issuers.
- Analyze new issues and create financial models to assist with the credit review process.
- Write credit memoranda on both new issues and first-time secondary market loan purchases of selected companies.
- Write credit memoranda on amendment requests by companies to existing loan agreements.
- Make credit recommendations to the Director of Research and Portfolio Managers.
- Prepare trade advices for new issues loan purchases.
- Write weekly summary reports on credits of interest in the portfolio, including quarterly earnings reports.
- Write industry analysis reports as required on a periodic basis.
- Participate in weekly department credit meetings.
- Maintain credit and compliance files for all assigned accounts.
- Attend industry offsite meetings as required.
Ideal candidates will have:
- BA required, CFA or MBA preferred.
- At least 7 years of fixed income research experience.
- Ability to build detailed financial models while displaying a clear understanding of accounting principles and cash flow analysis.
- Good intuitive credit judgment and analytical abilities.
- Some previous experience with problem loans and working within loan syndicates.
- Ability to work well in a team-oriented environment.
- Excellent communication skills, both oral and written.
- Ability to display confidence when presenting recommendations.
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—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:
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with company match
- Employee Stock Investment Program
- Tuition Assistance Program
- Purchase of company funds with no sales charge
Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at www.franklintempletoncareers.com to learn more about our company and our career opportunities.
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