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Equity analyst - (financials – developed markets asia)

London
F4400 Franklin Templeton Investment Management Limited
Equity analyst
Posted: 16 March
Offer description

About the Department

Putnam Investments, a Franklin Templeton investment team, 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, 2025, the Putnam equity team managed over $162 billion in assets under management. We offer a range of strategies across styles and geographies in a number of vehicles to meet the investment needs of our global investors. Available vehicles include mutual funds, institutional separate accounts, SMA/model portfolios, ETFs, CITs, and UCITS.

About the Opportunity

Putnam is hiring an Equity Analyst to cover Asian Financials. The analyst will research a wide range of companies in the financials sector. The goal of the analyst is to develop deep and differentiated insights leading to high conviction investment opportunities. These conclusions are derived from a creative, thorough, and iterative research process.

How You Will Add Value

Primary Responsibilities

1. Conduct creative, differentiated fundamental research
2. Develop in-depth expertise on the sector and launch ratings on names based on alpha opportunities
3. Build and maintain detailed, specific, complete financial models with projections
4. Communicate rationale for company/sector recommendations to portfolio managers, as well as sector themes and broader investment insights drawn from research work
5. Actively monitor sector and communicate important changes in your views a timely manner

What Will Help You Be Successful in This Role

Experience, Education & Certifications

6. Equity Analyst with proven industry experience
7. Experience covering Asian Financials
8. MBA or CFA beneficial, or progress towards
9. Outstanding financial, fundamental, strategic, and communication skills
10. Ability to articulate and present complex information in an understandable format
11. Comfortable with developing conviction and expressing strong opinions, often in situations where there is a time and/or information constraint.
12. Demonstrated passion for stocks and companies
13. Motivated to join a team and have impact
14. Strong work ethic and a high level of curiosity

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