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Research Associate – Dynatech Fund
| Company | Franklin Resources |
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| Location | San Mateo, CA, USA |
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| Salary | $100000 – $128000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- Bachelor’s degree from a top university
- 2-5 years of work experience in the investment or technology industry (high-tech, biotech, etc.)
- Strong academic performance with a GPA of 3.75 and above
- Strong intellectual curiosity and desire to understand and learn about companies, industries, megatrends, and markets
- Self-directed, can work within broad guidelines and prioritize workflow
Responsibilities
- Responsible for equity research and marketing functions for the DynaTech Fund
- Study disruptive technologies and megatrends and apply it to investments of public companies
- Help screen initial stock ideas, looking at market potential, company strategy, competitive analysis, and valuation
- Interact with sell-side Associates, do first-hand market research, and learn valuations skills
- Generate reports that help portfolio managers make buy sell for the fund
- Analyzing companies and industries
- Attending and reporting on conferences
- Attending company meetings with management
- Listening to company quarterly calls and investor meetings
- Reading sell-side research reports on companies, industries, and market trends
- Reading daily news regarding a stock and/or industry
- Writing research reports
- Generating reports to make portfolio decisions
- Collaborating with the investment team to produce new marketing materials
Preferred Qualifications
- CFA designation encouraged
