Senior Equity Research Analyst – Large Cap Value (Buy Side)
Posted 17 days ago
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Senior equity research role on Franklin Templeton's Philadelphia-based large cap value buy-side team. You will conduct fundamental research across sectors, develop and maintain financial models and valuation frameworks, and produce well-supported investment recommendations. The role involves engaging with company management and the sell-side, contributing to portfolio construction and risk assessments, mentoring junior analysts, and participating in client and consultant meetings. This is a hybrid/on-site position with a competitive base salary and discretionary bonus opportunity.
- Compensation
- $150,000 – $180,000 USD
- City
- Philadelphia
- Country
- United States
Currency: $ (USD)
Full Job Description
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 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!
About the Investment Research Team
Our Philadelphia-based fundamental equity team focuses on large cap value and global equity. We are a curious, collaborative, high-performing group who seek to identify the best combination of valuation characteristics, earnings growth, and quality with identifiable catalysts for appreciation while attempting to avoid common behavioral finance mistakes. We value a culture of both cooperation and debate, the willingness to be different, and dedication to the value style.
How You Will Add Value
Core Responsibilities
You will conduct fundamental research on value-oriented equities across a variety of sectors, capitalizations and geographies.
You will develop and maintain detailed financial models, forecasts, and valuation frameworks.
You will produce well-supported investment recommendations with clear risk/reward profiles.
You will monitor company performance, earnings, and industry developments continuously.
You will engage with company management, industry experts, and the sell-side community.
You will write and present investment theses to the portfolio management team.
You will contribute to portfolio construction discussions and risk assessments.
You will take initiatives to set up and lead responsible investment engagements with companies.
You will collaborate with other analysts to identify cross-sector opportunities and risks.
You will participate in client, prospect and consultant meetings to help us grow our business.
You will mentor junior analysts and contribute to team development and knowledge sharing.
What Will Help You Be Successful in This Role
Experience, Education & Certifications
Minimum 7–10 years of experience in equity research (buy-side preferred).
Deep sector expertise in one or more industries relevant to large cap value.
Demonstrated track record of successful stock recommendations.
Bachelor’s degree required; MBA or CFA encouraged but not required.
Additional languages beyond English may be a plus.
Experience participating in external client/consultant meetings is a plus.
If you’re missing some of the above but feel you should be considered, we encourage you to make your case via cover letter- we will read it!
Technical Skills
Advanced financial modeling and valuation skills (DCF, comparables, scenario analysis).
Proficiency with Bloomberg, FactSet, Excel, and other financial tools.
Strong analytical and quantitative reasoning capabilities.
Ability to synthesize complex data into actionable insights.
Soft Skills
Curiosity, kindness, willingness to be collaborative and open-minded.
Excellent written and verbal communication skills.
High level of integrity, accountability, and professional maturity.
Ability to work independently and as part of a team.
Strong organizational skills and attention to detail.
Work Schedule & Location
Standard hours: 9 AM – 5 PM (flexible start time available)
Work arrangement: Hybrid (Philadelphia, PA) or On-site
Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $150,000 - $180,000, depending on level of relevant experience, plus an opportunity to earn a discretionary bonus.
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Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights of our benefits include:
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
Onsite cafeteria*
*Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
