Portfolio Manager Fixed Income
Job Summary
At Franklin Templeton we believe success is built through powerful partnerships. As a forwardthinking asset manager we build dynamic relationships with clients understand their goals and navigate complex markets together. We leverage cuttingedge strategies and deep insights to unlock opportunities for longterm 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 is a global investment management organization serving retail institutional and high-net-worth clients across markets and asset India the Fixed Income team is responsible for managing fixed income portfolios with a disciplined investment process strong risk orientation and a focus on delivering outcomes consistent with fund mandates client expectations and applicable regulatory requirements.
Manage assigned fixed income portfolios in line with stated investment objectives risk parameters benchmark considerations client mandates and applicable regulatory requirements.
Undertake portfolio management and dealing responsibilities across money market instruments.
Develop and implement portfolio strategies across duration yield curve positioning credit allocation liquidity security selection and relative value opportunities.
Strong understanding of the Indian economy and fixed income markets with demonstrated ability to analyse macroeconomic trends interest rate cycles monetary policy inflation liquidity conditions credit spreads and market technicals.
Maintain strong relationships with internal teams and external market participants while upholding fiduciary responsibility investment integrity and Franklin Templetons standards of conduct.
Work closely with research credit dealing risk compliance operations and product teams to ensure portfolios are managed with strong investment discipline and process integrity.
Ensure portfolio risks are prudently identified monitored and managed including duration risk credit risk liquidity risk concentration risk counterparty risk and regulatory risk.
Contribute to investment committee discussions portfolio reviews performance attribution risk analysis and decision-making forums.
Stay current on SEBI RBI AMFI and other applicable regulatory requirements impacting mutual fund fixed income portfolios and investment processes in India.
Support new product ideas portfolio positioning notes client communication inputs market commentaries and internal stakeholder discussions as required.
Contribute to a collaborative high-performance team culture focused on quality results risk awareness and superior investor outcomes.
Commitment to fiduciary responsibility ethical conduct regulatory discipline and Franklin Templetons values of putting clients first building relationships achieving quality results and working with integrity.
15 years of experience in financial services with at least 5 years of experience in money markets with meaningful portfolio management experience in the industry
Strong understanding of Indian debt markets including government securities money markets corporate bonds credit markets yield curve dynamics liquidity conditions and regulatory developments.
CA or MBA in Finance Economics Business or a related discipline preferred; CFA or an equivalent professional qualification would be an added advantage.
Demonstrated ability to manage fixed income portfolios within defined investment objectives risk limits liquidity requirements and regulatory guidelines.
Strong analytical capability across macroeconomics rates credit portfolio construction performance attribution and risk management.
Sound knowledge of SEBI mutual fund regulations RBI market frameworks AMFI requirements and investment compliance expectations relevant to Indian fixed income portfolios.
Strong communication skills with the ability to articulate portfolio strategy market views performance drivers and risk considerations to internal and external stakeholders.
High attention to detail sound judgment intellectual curiosity and the ability to operate effectively in a fast-paced investment environment.
Collaborative working style with strong relationship-building skills and the ability to partner effectively across investment risk compliance operations product sales and client-facing teams.
Work Shift Timings - 9:00 AM - 6:00 PM IST
At Franklin Templeton we believe your benefits should support your life your goals and your future. Thats why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.
Highlights of our benefits include:
- Professional development growth opportunities through in-house classes and over 150 Web-based training courses
- An educational assistance program to financially help employees seeking continuing education
- Medical Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employees dependents (spouses children and dependent parents)
- Life insurance for protection of employees families
- Personal accident insurance for protection of employees and their families
- Personal loan assistance
- Employee Stock Investment Plan (ESIP)
- Annual recognition program
- Volunteer services and paid time off for volunteering
- 12 weeks Paternity leave
- Located in the heart of Mumbai in the One International Centre with spectacular views of the buzzing city
- Walking distance of 100 meters from Western/Central railway station accessible by road and local rail from all parts of the city
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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.
Required Experience:
Manager
About Company
Franklin Templeton Investments is a global investment manager. At the core of our business are multiple world-class investment management groups – Franklin, Templeton and Mutual Series – each operating independently and offering their distinct perspectives to financial advisors and th ... View more