Research and Analytics Manager; Marketing

Overview

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

The Marketing Research and Analysis team is part of the International Investment Marketing Group which supports International Distribution (ex-U.S. domestic); this includes Canada, Americas Offshore, EMEA and APAC lines of business (Retail and Institutional). The Marketing Research and Analysis team is responsible for providing quantitative research and insightful analysis behind the compelling product stories and content that bring to life our product offerings.

The department acts as the market and data expert throughout the organization. The role of Research and Analytics Manager provides exposure to global markets, deep product expertise, and the opportunity to influence high-visibility marketing initiatives.

Core Responsibilities

• You will independently interpret and analyze financial data to update and create accurate, compliant sales and marketing literatures.

• You will independently research and analyze industry data to develop statistics and comparative illustrations for external sales and marketing applications across Canada, Americas Offshore, EMEA and APAC.

• You will ensure strategy and product content remains current and aligned.

• You will develop extensive knowledge of investment philosophies, strategies, positions and processes to support product stories.

• You will review quantitative content to ensure accuracy and rigor.

• You will identify data sources and extract/manage data using Bloomberg Professional, Macrobond, Morningstar Direct and other platforms.

• You will interpret business partner needs and manage ongoing relationships.

• You will contribute to custom data-template production with minimal oversight.

• You will act as subject matter expert for assigned analytics systems.

• You will recommend new products based on research insights and partner feedback.

• You will support development of dashboards and data tools using Tableau and Power
  
  BI.

• You will build long-term, proactive relationships with internal partners and data providers.

• You will support a collaborative, client-focused team culture.

Experience, Education & Certifications

• Bachelor's Degree (Business Administration, Finance, Information, or Information Science)

• Related experience in financial services, consulting, research or data services

• Completion or progress toward Certificate in Investment Performance Measurement (CIPM) or Chartered Financial Analyst (CFA) preferred

• Completion of Canadian Securities Course (CSC) desirable

• Deep knowledge of mutual fund industry, capital markets and product structures

Technical Skills

• Excellent quantitative and analytical skills

• Skilled with Bloomberg Professional, Macrobond and Morningstar Direct

• Advanced Microsoft Excel (formulas, charts, pivot tables, macros)

• Familiarity with Tableau and PowerBI

Soft Skills

• Strong communication skills

• Ability to work independently and collaboratively

Experience our welcoming culture and reach your professional and personal potential!

Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton.

We will provide you with tools, resources, and learning opportunities to help you…