Head of Research and Portfolio Strategy
Franklin Templeton Investments (Asia) Ltd
Hong Kong, Hong Kong
source : eFinancialCareers

At Franklin Templeton, everything we do is focused on one thing delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge.

Over 9,500 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries.

For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

Franklin Templeton is looking for a Head of Research and Portfolio Strategy for APAC to be based in Hong Kong, New York City, Ft.

Lauderdale, or San Mateo. This role will report to the President & COO, Asia Pacific Alternatives, overseeing a regional team of product strategy professionals, driving evolution of product strategy within the region aligned with regional business priorities.

Primary focus of the role is to provide strategic direction for product strategy within the region, in support of regional business objectives.

As the senior leader within the Asia Pacific Alternatives team, the role will apply market, industry, and company knowledge to provide insight to clients within the region on investment trends, product development and incubation.

  • Additionally, the role will leverage relationships with regional distribution leadership teams, external clients, and gatekeepers;
  • influences new product, pricing, and positioning strategies.

    What are the ongoing responsibilities of this position?

  • Strategize and roadmap product range to capture product and market opportunities, sourcing for innovative product ideas, conducting market competitiveness analysis, identifying opportunities, and recommending product ideas suitable for customers across all channels
  • Identify market, regulatory, industry, competitor and investment trends & assess / communicate how they impact our institutional and retail products and local product ranges;
  • recommend changes to existing products, closures and new product ideas.

  • Provide training and presentations on these topics to senior management, relevant salespeople and external clients
  • New product development, strategize & develop recommendations to further build local product ranges for entire new product life cycle
  • Ensure that all products and services in the product suite for assigned region or channel remain in compliance with all regulatory requirements and appropriate remediation of any issues identified
  • Positioning product relative to local markets and channels (new and existing products) through internal written positioning papers, developing and delivering product training, conversations with senior management and partnering with marketing to provide regionally specific materials / messages
  • Competitive analysis, both written and verbal, across product range and relative to local competitors
  • Support the gathering and retention of assets under management by working closely with sales and client service professionals
  • Meet with key third party distributors (product gatekeepers) in the region and with institutional clients and consultants to evaluate investment needs and provide product, vehicle and pricing solutions
  • Work with managing directors and country business heads to support their local business by providing consultative and direct assistance to product-related inquiries, gather, compile and assess regional and channel needs, negotiate product approval process and address region specific pricing issues
  • What qualifications, skills and experience would help someone to be successful?

  • Bachelor's degree in Finance, Business or Economics, MBA a plus
  • 10-15 years related industry experience working with both retail and institutional clients
  • CFA qualification (or working toward completion) preferred
  • Possess a high energy level and drive to succeed coupled with ability to work effectively in a team environment
  • Excellent verbal and written communication skills
  • Strong PC skills and proficient in Microsoft Office products
  • Excellent organizational and project management skills
  • Exceptional relationship management skills with senior leaders across the organization, particularly sales and client service professionals, and across geographies and time zones
  • Excellent ability to interact well with industry peers, current and prospective clients, consultants and distributor product gatekeepers
  • Exceptional collaboration and interpersonal skills
  • Solid understanding of multiple regulatory requirements (ideally throughout Asia and Australia as well as Luxembourg)
  • Knowledge of data sources for performance, flows, relevant competitive information
  • Excellent attention to detail
  • Excellent knowledge of markets, products & techniques
  • Highly motivated and a self-starter
  • Ability to multi-task and manage in a fast-paced, dynamic environment
  • Very strong distribution channel expertise and client segment knowledge, expertise across multiple channels (e.g. retail and institutional)
  • Travel within region and occasional travel outside of region
  • What makes Franklin Templeton unique?

    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.

    We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities.

    An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

    We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.

    Take some time to, meet some of our people, and see what it means to say, I AM Franklin Templeton.

    Franklin Templeton Investments values diversity in its workforce and welcomes employees from different backgrounds, generations, capabilities, cultural identification, sexual orientations, and gender expression, in addition to other attributes that contribute to a truly diverse and inclusive community.

    We regret that only short-listed candidates will be notified.


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