Portfolio Analyst - Mexico City

Position: Portfolio Analyst – Franklin Separately Managed Accounts (Mexico)

Franklin Templeton’s FSMA provides separate account solutions for high net‑worth investors. The FSMA portfolio analyst will support strategy implementation, maintain portfolio integrity, and ensure compliance with client guidelines.

Responsibilities

• Ensure investment management and trading decisions are executed properly at the individual portfolio level for applicable strategies.
• Maintain investment guideline compliance and execute client‑directed activity (e.g., deposits, withdrawals, tax requests).
• Review and maintain portfolios, assist with allocations and trade settlement for FSMA strategies.
• Respond to portfolio‑management and sponsor queries.
• Generate periodic and ad‑hoc portfolio reports for the portfolio‑management team.

Qualifications

• 2+ years of investment‑industry experience with a basic understanding...