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Martin Currie operates independently as a Specialist Investment Manager (SIM) within the Franklin Templeton group, they are a leading global investor specialising in global equities, founded in 1881 and headquartered in the UK. The firm is a pioneer in emerging and international markets covering various growth and income strategies. For more information about Martin Currie, please visit www.martincurrie.com. Our success is a direct result of the talent, skills and persistence of our people.
About the OpportunityMartin Currie has an immediate opening for a Business Development Associate in our Chicago office. This position will support the Americas distribution team on business development efforts in both the retail and institutional channels and be a key member of the team to help drive increased interaction and activity with clients and prospects.
What are the ongoing responsibilities of this role?Distribution:
Responsible for lead generation in institutional and private wealth channels utilizing various lead generation websites and tools available to Martin Currie.
Support Martin Currie team with strategic direction as to which key plans to call on and consultants.
Analyze data and understand which institutional opportunities to target.
Create briefs on prospecting opportunities.
Support field sales Client Portfolio Managers in covering Tier 1 retail territories.
Assist in developing tier 2 and 3 retail territories in private wealth.
Assist in responding to client and prospect inquiries.
Support in providing competitive analysis.
Support logistics for US visits from PMs, Senior Management, to ensure roadshows run smoothly.
Client Service:
Support CPMs, IPMs with FT local teams and Martin Currie teams to ensure client service and asset retention is consistent and focused.
Support Client Portfolio Managers and Institutional Portfolio managers with meeting follow up deliverables, including and not limited to documents, collateral, and data requests.
Ensure key clients, prospects and Franklin Templeton partners receive collateral and thought leadership on a timely basis.
Lead meeting planning process for key prospect and client meetings.
Work closely with our client service team in Edinburgh to ensure clarity of reporting and a proactive approach is delivered.
Other Responsibilities:
Comply with and be an advocate and role model for all Martin Currie and Franklin Templeton Legal, Regulatory, Governance, Risk and Compliance obligations including understanding your personal responsibilities, obligations, record keeping and behaviors all of the time.
Education
An undergraduate degree is expected.
CFA Charter holder desired or interests in pursuing.
FINRA licenses will be required.
Technical skills and experience
3-5 years' experience in financial services.
Previous Sales and client service experience supporting retail and institutional channels in asset management.
Industry Knowledge - has intermediate knowledge of investment markets, financial terminology, and compliance requirements.
Data analytics and information gathering: Ability to synthesize large amounts of data into targeted lists.
Communication Skills
Good Interpersonal Skills - must be able to work well both independently and within groups.
Strong communication skills capable of structuring verbal and written communications in ways that promote clarity and understanding.
Demonstrate the ability to communicate complicated concepts effectively.
Product Knowledge
Understanding of market and competitor trends, themes, and styles.
Understanding of vehicles available and technical differences.
Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. The salary, benefits and variable rewards will reflect the seniority of the position and a competitive market rate. We expect the annual salary for this position to range between $70,000 to $80,000 plus a discretionary bonus.
When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.
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.
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.
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.
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What makes Martin Currie unique?
In addition to the dynamic and professional environment at Martin Currie, we strive to ensure that our employees have access to a competitive and valuable set of Total Reward-the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results. Highlights of our benefits include - flexible hybrid working, contributory pension scheme, private healthcare plan, PHI, life insurance and many others.
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities.
Martin Currie values diversity in its workforce and welcomes employees from different backgrounds, generations, capabilities, cultural identification, sexual orientations, and gender expression, in addition to other attributes that contribute to a truly diverse and inclusive community.
Our Values (Learning, Ambition, Responsibility and Partnership) are integral to how we do things in Martin Currie and key to our purpose of Investing to Improve Lives.
Learning - We strive to continually improve. Our learning comes from not only mistakes but our successes too. We challenge ourselves to regularly build our collective and individual knowledge, skills, and expertise.
Ambition - We have a desire and determination to achieve. Our ambition is shown by our appetite to take on new challenges, achieve the best outcomes for clients and grow our business. We are always looking to raise the bar.
Responsibility - We take control and see it as our duty to embrace tasks and challenges. Our responsibility is demonstrated by us taking ownership and control of tasks, challenges, and being accountable for the outcome.
Partnership - We work together and avoid silos. Our partnership is shown by each of us bringing our individual expertise and diversity of thought in a way that enables us to deliver our best work together.
At Franklin Templeton and across its SIMs, everything we do is focused on one thing - delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Franklin Templeton acquired Legg Mason and its Specialist Investment Manager's (SIM) in 2020 creating a firm in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries.