Research and Analytics Manager (Marketing)

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 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 provide opportunities to help you reach your potential while helping our clients reach theirs.

About the Department

The Marketing Research and Analysis team is part of the International Investment Marketing Group which supports International Distribution (ex-U.S. domestic); this includes Canada, Americas Offshore, EMEA and APAC lines of business (Retail and Institutional). The Marketing Research and Analysis team is responsible for providing quantitative research and insightful analysis behind the compelling product stories and content that bring to life our product offerings. The department acts as the market and data expert throughout the organization. The role of Research and Analytics Manager provides exposure to global markets, deep product expertise, and the opportunity to influence high‑visibility marketing initiatives.

How You Will Add Value

• You will independently interpret and analyze financial data to update and create accurate, compliant sales and marketing literatures.
• You will independently research and analyze industry data to develop statistics and comparative illustrations for external sales and marketing applications across Canada, Americas Offshore, EMEA and APAC.
• You will ensure strategy and product content remains current and aligned.
• You will develop extensive knowledge of investment philosophies, strategies, positions and processes to support product stories.
• You will review quantitative content to ensure accuracy and rigor.
• You will identify data sources and extract/manage data using Bloomberg Professional, Macrobond, Morningstar Direct and other platforms.

Strategic Responsibilities

• You will interpret business partner needs and manage ongoing relationships.
• You will contribute to custom data‑template production with minimal oversight.
• You will act as subject matter expert for assigned analytics systems.
• You will recommend new products based on research insights and partner feedback.
• You will support development of dashboards and data tools using Tableau and PowerBI.

Team & Collaboration

• You will build long‑term, proactive relationships with internal partners and data providers.
• You will support a collaborative, client‑focused team culture.

What Will Help You Be Successful

• Bachelor's Degree (Business Administration, Finance, Information, or Information Science)
• Related experience in financial services, consulting, research or data services
• Completion or progress toward Certificate in Investment Performance Measurement (CIPM) or Chartered Financial Analyst (CFA) preferred
• Completion of Canadian Securities Course (CSC) desirable
• Deep knowledge of mutual fund industry, capital markets and product structures

• Excellent quantitative and analytical skills
• Skilled with Bloomberg Professional, Macrobond and Morningstar Direct
• Advanced Microsoft Excel (formulas, charts, pivot tables, macros)
• Familiarity with Tableau and PowerBI

• Strong communication skills
• Ability to work independently and collaboratively

Experience our welcoming culture and reach your professional and personal potential! Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton.

We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life. We want our employees to be at their best. By joining us, you will connect with a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle.

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.

As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities.

As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.

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 requests for arrangements will receive a response.

When you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours.

At Franklin Templeton, we embrace individual differences and value experience and perspectives brought by talent from around the world. And, although we are all different, we all have one thing in common – we are dedicated to what we do.

So whether you’re just starting your career journey, are well on your way, or are seeking a new direction, you’ll find the support you need to grow your career with us.