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Equity Analyst (Small Cap Growth)

Franklin Templeton
Boston, Massachusetts (US)
Competitive compensation package based on skills, experience, job level, & competitive market rate
Closing date
Jul 13, 2024

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Job Function
Equities Research: Buy Side
Industry Sector
Asset Management
Employment Type
Full Time

Job Details

At Franklin Templeton, we’re driving 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 offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

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

Putnam Investments, a Specialized Investment Manager (SIM) of Franklin Templeton, is a diversified, equity-only asset manager with roots dating back to 1937. We manage a range of active equity portfolios with a focus on stock-specific opportunities. Our approach — stock-driven rather than style-driven — is designed to produce consistent outperformance, regardless of the market environment.  As of December 31, 2023, the firm managed over $77 billion in assets under management in strategies covering the style, geography, and capitalization spectrum, as well as sustainable solutions. We offer these strategies in a number of vehicles to meet the investment needs of our global clients and investors. Available vehicles include mutual funds, institutional separate accounts, SMA/model portfolios, ETFs, CITs and UCITS.

About the Opportunity

The Analyst on the small cap growth team will research and analyze a wide range of companies across sectors focusing on small cap growth equities. The goal of the Analyst is to develop differentiated insights that allow for high conviction investment opportunities. These conclusions are derived from a creative, thorough, and iterative research process. This position will be located in our Boston office.

What are the ongoing responsibilities of this role?

  • Analyze a wide range of companies across sectors focusing on U.S. small cap growth equities
  • Leverage network of industry experts and other sources while conducting frequent meetings with company management teams
  • Develop clear, insightful analysis of companies, and industries that provides relevant investment insights
  • Develop and maintain clear understanding of, and position on, competitive landscape, sector specific themes, management styles and business structure, etc.
  • Build and maintain detailed, specific, complete models on positions 
  • Communicate rationale for recommendations to teammates, and share sector themes and investment insights
  • Actively monitor companies under coverage and communicate important changes in a timely manner

What ideal qualifications, skills & experience would help someone to be successful?

  • This position requires 5+ years of Small-Mid Cap Equity Research experience from the Buy Side.
  • MBA or CFA preferred, or progress towards
  • Outstanding financial, fundamental, strategic, and communication skills
  • Ability to articulate and present complex information in an understandable format.
  • Comfortable with developing conviction and expressing strong opinions, often in situations where there is a time and/or information constraint.
  • Demonstrated passion for stocks and companies.
  • Motivated to work in a small team setting and collectively build a strong product track record.
  • Strong work ethic and a high level of curiosity to understand companies.

To apply, please apply directly to our career site using the following job link below. Please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.

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

Our culture is shaped by our diverse global workforce and strongly held core values. 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.

Hear more from our employees

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 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. 
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to In your email, please include the accommodation 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.


Company info
(727) 299-7097
100 Fountain Parkway
St. Petersburg

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