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Fidelity Investments jobs in Sunnyvale, CA - 56 jobs

  • Systematic Fixed Income Researcher

    Fidelity Investments 4.6company rating

    Fidelity Investments job in San Francisco, CA

    The Group Quantitative Research & Investments (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity's investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis. The Role Join the Systematic Fixed Income Strategies group within Fidelity's QRI team. We're looking for a curious, high-energy researcher who loves turning data into investable insights-and who writes clean, efficient code. In this role, you will design, test, and deliver active systematic strategies across global fixed income markets, partnering closely with Portfolio Management from idea generation through production execution. The Value You Deliver * Research and develop systematic strategies across global fixed income spanning asset allocation, timing, and security selection. * Build robust research pipelines and backtests: define hypotheses, run backtests, evaluate signal efficacy/decay, and assess performance robustness and risk. * Productionize research: transform prototypes into reliable, well tested code; design and maintain data pipelines; and ensure strategies are modeled and executed optimally. * Collaborate with researchers, portfolio managers, and product partners across the full investment process-from idea generation to implementation and post trade review. * Discover, evaluate, and integrate alternative and new datasets; engineer features from large, complex data (structured and unstructured). * Drive implementation and execution research, portfolio construction, transaction cost modeling, PM dashboards, and attribution. The Skills & Experience You Bring * Advanced degree in Engineering, Physics, Mathematics, Economics, Finance, Computer Science, or another quantitative discipline. * 3+ years of relevant experience in systematic investing or a comparable quantitative research role. * Demonstrated experience researching with large, complex datasets and translating research into production ready tools. * Exceptional Python coding skills with fluency in the scientific Python stack, version control (Git), and unit/integration testing. * Familiarity with relational databases. * Very strong interpersonal and verbal communication skills; team oriented with a bias for action and ownership. Preferred Qualifications * Understanding of fixed income markets, including drivers of return, risk management, and portfolio construction techniques. * Experience with portfolio optimization, risk models, and execution research. * Experience with Bloomberg. * Exposure to cloud and distributed compute (e.g., AWS, Spark), workflow orchestration, and CI/CD. The base salary range for this position is $100,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Category: Investment Professionals
    $100k-200k yearly 18d ago
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  • Consultant, Actuary

    Fidelity Investments 4.6company rating

    Fidelity Investments job in San Francisco, CA

    Searching for an experienced actuarial consultant interested in building a career in a team centric fast paced consulting environment! The Expertise and Skills You Bring * A.S.A., E.A. or F.S.A., E.A. credentials * 5-10+ years of experience in a pension and/or benefit consulting firm * You are knowledgeable in benefit program design, legislative, accounting and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS). * You have proven interpersonal and leadership skills including the ability to build relationships at multiple organizational levels * You have outstanding collaboration skills and demonstrate experience in leading enhanced client relationships * You have strong critical thinking and problem-solving skills * You are a leader with self-motivation and determination to succeed * You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment * You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality Note: Fidelity will not provide immigration sponsorship for this position. The Value You Deliver * Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs. * Reviewing and Leading annual pension valuations for clients and other projects such as plan terminations, mergers & acquisitions, compliance, plan amendments and plan designs. * Training associates and analysts to ensure continued development of the staff. * Handling client budgets and setting expectations and client deadlines. Provide comprehensive documentation on your clients. * Preparing responses to RFPs and RFIs for new prospects and participate in new business meetings with prospects as needed. * Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients The Team The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: ******************************************************** The base salary range for this position is $89,000-180,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Consulting
    $89k-180k yearly 20d ago
  • Director of Facilities - Operations

    Franklin Resources 4.8company rating

    San Mateo, CA job

    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 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. Come join us in delivering better outcomes for our clients around the world! This is a HYBRID position requiring 3 days per week in one of our select office locations. About the Department Corporate Real Estate & Facilities manages Franklin Templeton's leased and owned global offices, ensuring they are safe, functional, and welcoming. The team supports collaboration and innovation through on-site services and a dynamic work environment. We work closely with internal partners and external vendors to keep operations running smoothly. Joining us means contributing to a culture of service excellence and gaining exposure to global facilities management. How You Will Add Value * You will oversee construction and maintenance for all our facilities in North and South America. * You will manage real estate budgets exceeding $27M and approve transactions up to $100K. * You will administer departmental budgets over $7M. * You will work with our Planning and Design team and Regional Facility Managers to set and implement operational objectives. * Travel is required What Will Help You Be Successful in This Role Experience, Education & Certifications * Bachelor's degree or 15 years of experience without a degree. * 10+ years in facility management or real estate. * Valid driver's license and CFM or CPM certification. Technical Skills * Knowledge of construction, engineering, or architecture. * Proficiency in computer systems and facilities software. Soft Skills * Strong communication and negotiation skills. * Ability to work independently and maintain confidentiality. * Skilled in problem-solving and decision-making. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $150,000 - 200,000 depending on location and level of relevant experience. #DIRECTOR #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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. 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 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. 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 accommodation requests will receive a response.
    $150k-200k yearly Auto-Apply 3d ago
  • Fixed Income Trader (Investment Grade & High-Yield)

    Franklin Resources 4.8company rating

    San Mateo, CA job

    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 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. Come join us in delivering better outcomes for our clients around the world! About the Department Franklin Templeton Fixed Income (FTFI) is an investment advisory unit of Franklin Templeton Investments, managing a diverse range of single- and multi-sector fixed income strategies. With over $215 billion in global fixed income assets under management, FTFI leverages expertise from teams based in San Mateo, Boston, London, New York, Chicago, and Singapore. The group's disciplined approach integrates top-down macroeconomic views, bottom-up research, and rigorous portfolio construction to deliver consistent, risk-adjusted returns across global markets. Key Responsibilities Trade Execution * Execute buy and sell orders for corporate bonds (investment grade and high yield), ensuring best execution and compliance. Market Analysis & Idea Generation * Monitor global financial markets, economic indicators, interest rates, credit spreads, and geopolitical events to identify trading opportunities. * Provide market commentary and actionable ideas to portfolio managers. Collaboration & Communication * Work closely with portfolio managers to support investment strategies. * Liaise with brokers, counterparties, and internal teams (research, sales, operations, technology, risk) to optimize trading and resolve issues. * Build and maintain strong relationships with market counterparties. Technology & Innovation * Use advanced trading platforms, market data systems, and internal tools. * Explore technology solutions to enhance trading efficiency and risk management. Reporting & Documentation * Prepare reports and presentations on trading activity, risk exposures, and market trends. * Maintain accurate trading records. Compliance & Due Diligence * Ensure all trading activities meet firm and industry standards, regulatory guidelines, and internal policies. What Will Help You Be Successful in This Role Experience, Education & Certifications * Requires 3-5 years' experience trading fixed-income securities, focusing on corporate bonds (investment grade and high yield). * CFA or post-graduate degree preferred. * Bachelor's degree in finance, economics, mathematics, computer science, or related field. Technical Skills * Deep understanding of financial markets and investment processes. * Strong analytical, quantitative, and problem-solving skills. * Advanced proficiency with market data platforms and trading systems, including Charles River or Aladdin. Soft Skills * Excellent communication, interpersonal, and negotiation skills. * Highly organized, detail-oriented, and able to manage multiple projects in a fast-paced environment. Self-motivated, committed to learning, and able to work independently and in teams. Work Schedule & Location * On-site 4 days per week in San Mateo, CA / Chicago, IL / Boston, MA. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $140,000 - $160,000 depending on location and level of relevant experience. #LI-Onsite Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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. 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 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. 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 accommodation requests will receive a response.
    $140k-160k yearly Auto-Apply 3d ago
  • Associate, Global Marketing & Digital Wealth Retirement Marketing Team, U.S. Retirement Product Marketing (Defined Contributions)

    Blackrock 4.4company rating

    San Francisco, CA job

    **About this role** **The Team:** The Global Marketing & Digital Wealth organization at BlackRock is a forward-looking, globally connected team at the center of the firm's most high-impact priorities. We are architects of growth, working across functions and markets to unlock opportunities and accelerate outcomes for the business. In collaboration with both internal and external partners, we design the conditions for success-delivering next-generation campaigns, brand platforms, communications, training, and client experiences. Our work is powered by world-class centers of excellence spanning content strategy, research & analytics, and digital platforms & experiences. _ _ _ _ _ _ The U.S. Retirement Marketing team is part of the Americas Marketing organization and is responsible for driving commercial impact for the defined contribution (DC) business while elevating the firm's retirement brand through bold storytelling and strategic marketing initiatives across digital and traditional distribution channels. **R** **ole and Impact:** _ _ _ _ The U.S. Retirement Product Marketing Associate for BlackRock's U.S. Retirement business will help solve critical distribution challenges for the world's largest asset manager. This role will build and own a DC Product Marketing program focused on creating clear, compelling point-of-sale content that scales across digital channels and differentiates BlackRock's DC solutions with U.S. institutional clients and retirement plan advisors. This is a new role within a growing business and offers the opportunity to create a high-impact marketing program that directly supports sales teams in client engagement. This role requires a unique combination of deep product expertise and creative strength, enabling the development of highly effective, differentiated marketing content. The position will begin as an individual contributor role, with strong opportunities for growth and expanded responsibility over time. **Responsibilities:** **Expert messaging and content creator:** + Create commercial DC product narratives and content for distribution at point-of-sale with institutional clients and retirement plan advisors in addition to translating digitally to BlackRock websites. + Develop deep understanding BlackRock's DC products and financial markets with the goal of providing insights and ideas for products. + Identify industry and client trends to create a differentiated and impactful BlackRock experience for investors. + Bring a strong creative edge and design sensibility, with expert-level PowerPoint skills and the ability to produce visually compelling, client-ready materials independently. + Optimize content by extracting insights from analytics and partnering with internal and external stakeholders to continuously improve. + Be adept at writing clearly and effectively. Display extreme attention to detail in your work. + Edit existing content to address needs within specific firms and channels. + Develop deep understanding of partner firm's home offices and BlackRock products and platforms with the goal of providing input and ideas on marketing plans. **Relationship management/communication:** + Use a OneBlackRock approach to work effectively with partners in Marketing, Sales, Strategic Accounts, Product, Compliance and other areas. + Listen to, understand and evaluate stakeholder input and use feedback to inform content and projects. + Be comfortable pushing back on partners when needed but additionally be willing to go the extra mile to maintain and build great relationships. + Communicate effectively with partners to ensure projects move forward in alignment with stakeholder expectations. **Project management and operations:** + Expertly manage senior stakeholders and multiple team inputs to quickly and efficiently create content, gain appropriate legal and compliance approvals and identify appropriate distribution channels. Move an idea from concept through implementation and measurement. Work independently and proactively, demonstrating sound judgment with limited guidance. + Track progress, identify risks and work with key stakeholders to successfully execute projects. + Inventory, monitor and update various catalogs of content and organize them so they are easy to find and use by Sales teams. + Leverage JIRA and SEO best practices to publish digital insights. + Be open to taking on projects outside of core product marketing, including digital, social, and event support, as business needs evolve. **Core Skills** : ** ** + A passion for investing and willingness to learn more in this area. + Expertise in content creation, design and a creative mindset that comes across in the deliverables produced. + Strength in writing and communication. We want Marketers who make the complex simple, who can relate concepts with visuals and a minimum number of words. + Strong project management skills and proven effectiveness at strategic relationship building across internal and external stakeholders. We seek a team player with strong interpersonal communication and presentation skills. + Pro-active, self-starter with ability to organize, prioritize and execute multiple projects across multiple stakeholders simultaneously, in a deadline-driven environment. + We seek someone who sweats the small stuff and has meticulous attention to the last 5% of the details. + Strong experience in PowerPoint is a must. + A positive attitude, willingness to get your hands dirty and a partnership over mission approach. + Comfortable with some having some operational aspect to the role. Shared Analysts available to support. **Qualifications** : + BS/BA degree in business administration, finance, marketing or economics preferable. + 3-6 years of marketing experience in financial services preferred, with experience in retirement and a strong understanding of defined contribution (DC) products highly desirable. For San Francisco, CA and New York, NY Only the salary range for this position is USD$100,000.00 - USD$135,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. For Princeton, NJ Only the salary range for this position is USD$90,000.00 - USD$120,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $90k-135k yearly 7d ago
  • Global Pricing and Valuation Services - Undergrad Intern

    Franklin Templeton 4.8company rating

    San Mateo, CA job

    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 firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that's both broad and unique. And our welcoming, respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! 2026 Undergraduate Summer Intern - Job Posting Department Title: Undergrad Intern - Global Pricing and Valuation Services - Valuations Location: San Mateo, CA Start Date: All interns must start in office and in person on June 8, 2026. Anticipated End Date: August 14, 2026 - All interns must be in office and in person on their last day to return equipment. Position Summary: Department Overview The Quantitative Team within Global Pricing and Valuation Services (“GPVS”) researches and builds valuation models for private equity, debt, and derivatives securities held in various Mutual Funds and Private Equity Funds. The Team also performs ad hoc analysis and valuation on restructurings, corporate actions, and financial markets. The activities of the Quant Team and GPVS are governed by the Valuation Committee (“VC”) and Mutual Fund Boards. • Use complex valuation models to price Private Equity and Private debt such as discounted cashflow models, comparable models, option pricing models, etc. • Use judgement to make decisions on the valuation assumptions. • We are responsible for valuation of all the private investments which Franklin Templeton makes across Globe. Team Culture: • Collaborate regularly with diverse teams across Franklin Templeton, including portfolio management, executive leadership, and corporate actions, fostering a dynamic and interconnected work environment. • Enjoy a flexible work culture that values adaptability, inclusivity, and open communication. An intern in this department can expect to learn: • Valuation Techniques: Develop a strong understanding of diverse valuation concepts and methodologies used in the financial industry. • Professional Communication: Collaborate and communicate effectively with key stakeholders across multiple teams and business functions. • Time Management: Learn to deliver high-quality work under tight deadlines and adapt to fast-paced, dynamic situations. Key Responsibilities Can Include: • Assisting the Senior Quantitative Valuation Analyst in day-to-day tasks. • Preparing draft valuation models, including revenue and profitability assumptions. • Preparing warrant and option pricing models. • Preparing valuation write-ups. • Assisting the Global Pricing and Valuation Services team with ad-hoc pricing requests. • Drafting emails for communication with the front office regarding reasonability of our assumptions and price levels. • Assisting the team with audit requests. • Conducting analysis on various corporate action events in trade halt securities to recommend accurate pricing. Ideal Qualifications: • Currently pursuing Bachelor's degree, preferably in Finance, Math, or other quantitative discipline. • Pursuing CFA or CFA L1 cleared. • Knowledge of mutual fund/financial services industry and private equity and venture capital. • Basic knowledge of financial instruments such as derivatives, fixed income, and equity. • Advanced knowledge of Microsoft Excel (IF function, vlookup, basic understanding of excel macros) • Basic knowledge of various valuation methods such as comparable company analysis, discounted cashflow method, and black scholes model for option pricing. • Strong attention to detail and accuracy. • Knowledge of databases such as Bloomberg would be an added advantage. • Excellent written and oral communication skills. Ready to make moves? Apply today! Please be sure to attach your resume when submitting your application. Applications submitted without a resume will not be considered. Due to the high volume of applications we receive, we may not be able to respond to each applicant individually. If you're interested in more than one internship, we encourage you to apply to all positions that align with your interests. This is a full-time internship where students will work approximately 37.5 hours per week and earn competitive hourly pay of $30 USD per hour. 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. 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 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. Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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. 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 accommodation requests will receive a response.
    $30 hourly Auto-Apply 60d+ ago
  • ETF Product Strategy - Undergrad Intern

    Franklin Templeton 4.8company rating

    San Mateo, CA job

    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 firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that's both broad and unique. And our welcoming, respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! Department Title: Undergrad Intern - ETF Product Strategy Location: The intern candidate must be able to commute into the San Mateo, CA or San Ramon, CA office on a Hybrid basis each week. Start Date: All interns must start in office and in person on June 8, 2026. Anticipated End Date: August 14, 2026 - All interns must be in office and in person on their last day to return equipment. Position Summary: The Global ETFs team is responsible for leading ETF product strategy and development efforts at Franklin Templeton. As our team grows at an accelerated pace given our differentiated platform, strong investment capabilities, and client partnership, we are seeking an intern to join us this summer. This intern will gain insight into one of the fastest growing areas of asset management within a firm well positioned to build on its continued success. Team Culture: We are a team that leads in cross collaboration as we evaluate and execute new product opportunities. We take a team-based approach, supporting and scaling client opportunity. A Global ETFs Intern at Franklin Templeton can expect to gain: • Deep understanding of ETF product structure • Knowledge of industry trends and client buying considerations Key responsibilities may include: • Dedicated research of the competitive ETF landscape • Partner with Marketing on scaling and delivering powerful client-focused content Ideal qualifications: • Strong communication skills and ability to navigate across teams • Focus on scale through technology • Curious in asset management industry developments Ready to make moves? Apply today! Please be sure to attach your resume when submitting your application. Applications submitted without a resume will not be considered. Due to the high volume of applications we receive, we may not be able to respond to each applicant individually. If you're interested in more than one internship, we encourage you to apply to all positions that align with your interests. This is a full-time internship where students will work approximately 37.5 hours (dependent on state/location) per week and earn competitive hourly pay of $37 - $47 (dependent on location, function and year in school) USD per hour. 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. Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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. 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 accommodation requests will receive a response.
    $37-47 hourly Auto-Apply 49d ago
  • VP Business Development - Liquidity Exchange Services

    Franklin Templeton 4.8company rating

    San Francisco, CA job

    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 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. Come join us in delivering better outcomes for our clients around the world! VP Business Development - Liquidity Exchanges Services As a long-time trusted name in asset management with an experienced team of digital natives, Franklin Templeton is uniquely positioned to help clients navigate the digital asset space, from the Franklin Bitcoin ETF (EZBC) and beyond. We truly offer the best of both worlds. Franklin Templeton operates in more than 30 countries, serving clients in more than 150 countries with over 10,000 employees and 1,500+ investment professionals. The Digital Assets team is part of Franklin's Innovation Research, Strategies & Technologies (FIRST) business group. Our 40+ person Franklin Templeton Digital Assets team has been active in the digital assets ecosystem since 2018. Franklin Templeton's commitment to digital asset leadership, diversity, and professional growth makes it an employer of choice for ambitious talent seeking to make an impact in the evolving digital assets space. The VP of Business Development will drive sales growth by leveraging their extensive network and proven success selling to hedge funds, market makers, and quantitative funds within both digital asset and traditional finance communities. This role requires deep expertise in digital assets and derivatives, with a strong focus on expanding client adoption and building high-value relationships. It is central to advancing FT's leadership in digital asset innovation, with a strong focus on market expansion. Ongoing Responsibilities Sales Strategy & Growth Develop and execute a targeted sales strategy focused on collateral management opportunities on crypto-native exchanges, expanding to non-traditional & traditional exchanges over time. Own the full sales cycle - from identifying and qualifying prospects to pitching, negotiating, and closing deals. Act as the advocate & primary point of contact for prospects and clients throughout the lifecycle. Identify, prospect, and convert high-value prospects to clients. Proactively grow our listing with existing clients via greater adoption of our models and products on the platform. Expand reach & presence of our digital asset product line-up across hedge funds, systematic/quantitative strategies, and market makers. Deliver impactful client presentations and product demonstrations tailored to our target clients (hedge funds, trading platforms, crypto natives, institutions, etc). Build and maintain a strong pipeline of qualified opportunities in CRM (Microsoft Dynamics). Set, meet and exceed quarterly and annual revenue targets. Conduct regular client meetings, product demos, and tailored presentations to drive adoption. Negotiate commercial terms, contracts, and onboarding processes with new clients. Market Presence & Promotion Maintain a strong awareness of client needs, competitive landscape, and industry developments related to digital assets to proactively seek out opportunities. Represent the firm at leading industry events, conferences, and networking forums to increase visibility and drive lead generation. Host and participate in industry roundtables, panel discussions, and client events to seed & expand the sales funnel and increase conversion rate. Secure and deliver high-profile speaking engagements to position the company as a thought leader in digital asset liquidity and collateral management. Collaborate with marketing to develop tailored sales content, promotional campaigns, and educational materials that support the sales cycle. Partner closely with Client Servicing & Support teams to ensure prospects & clients receive a high-quality experience throughout the onboarding & servicing process. Travel Frequent travel to meet with clients, prospects, and attend industry conferences throughout the region. Ideal Qualifications & Experience A minimum of 5 years of experience in financial services, with a strong background in digital assets, hedge funds, trading operations, and collateral management. Bachelor's degree or equivalent experience. Relevant regulatory licensing in market (e.g. FINRA series 7). Demonstrated success in selling to hedge funds, exchanges, quantitative funds, and market makers. Established network and credibility across both digital asset and traditional finance trading communities. Exceptional presentation and public speaking skills, with experience on conference panels and at industry events. Skilled in relationship building and stakeholder engagement at the senior level. Proficient with sales enablement tools, including CRM Energetic, proactive, and solutions-focused with a “Yes” mindset. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. For US based candidates, we expect the base salary for this position to range between $225,000 - $285,000, depending on level of relevant experience, plus discretionary bonus. Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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. 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 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. 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 accommodation requests will receive a response.
    $225k-285k yearly Auto-Apply 60d+ ago
  • Direct Indexing Portfolio Management, Senior Specialist

    The Vanguard Group 4.6company rating

    Oakland, CA job

    Responsible for complex direct indexing trading activities and processes. Ensures that performance standards are achieved while adhering to regulatory restrictions and constraints and providing exceptional client outcomes. Core Responsibilities Manages assigned direct indexing portfolios that meet or exceed performance standards consistent with investment objectives, while adhering to client-specified or regulatory restrictions and constraints. Collaborates and partners with investment advisors to deliver complex portfolio construction. Manages strategies for financial planning accounts and set up required personalized indexing capabilities for clients. Analyzes complex portfolio management data and oversees resolution of process issues. Collaborates with internal stakeholders to investigate escalated exceptions within trading instructions. Monitors portfolios trading activity to ensure portfolios track assigned index appropriately and correctly. Ensures the delivery of sophisticated portfolio construction and management strategy for complex financial planning accounts. Develops and maintains relationships with external clients and internal departments to ensure a successful strategic approach to meet client and business needs. Leads changes to departmental policies and procedures. Leads the implementation of workflow changes to meet evolving business needs and maintain adherence to external regulations. Participates in special projects and performs other duties as assigned. Qualifications Eight years' experience in the Financial Services industry or client services preferred. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. CFA or CFP preferred. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. Future of Work During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely. As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew. When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers). The working model that your role falls into will be communicated to you in the interview process - please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way. Salary Range: $120,000.00 - $210,000.00
    $120k-210k yearly Auto-Apply 12d ago
  • Senior Full Stack Engineer - Aladdin Trader, VP

    Blackrock 4.4company rating

    San Francisco, CA job

    About this role Are you interested in building innovative technology that crafts the financial markets? Do you like working at the speed of a startup, and solving some of the world's most exciting challenges? Do you want to work with, and learn from, hands-on leaders in technology and finance? At BlackRock, we are looking for software engineers who like to innovate and solve sophisticated problems. We recognize that strength comes from diversity, and will embrace your outstanding skills, curiosity, and passion while giving you the opportunity to grow technically and as an individual. We invest and protect over $11 trillion (USD) of assets and have an extraordinary responsibility to our clients all over the world. Our technology empowers millions of investors to save for retirement, pay for college, buy a home, and improve their financial well-being. Being a technologist at BlackRock means you get the best of both worlds: working for one of the most sophisticated financial companies and being part of a software development team responsible for next generation technology and solutions. What are Aladdin and Aladdin Engineering? You will be working on BlackRock's investment tooling, operations, and application system called Aladdin. Aladdin combines sophisticated risk analytics with comprehensive portfolio management, trading, and operations tools on a single platform to power informed decision-making and create a connective tissue for thousands of users investing worldwide. Our development teams reside inside the Aladdin Engineering group. We collaboratively build the next generation of technology that changes the way information, people, and technology intersect for global investment firms. We build and package tools that manage trillions in assets and supports millions of financial instruments. Responsibilities include: Collaborate with product management, quality assurance, and business users to design new features for existing and new React web-based investment/trading applications; develop high-quality, efficient, and fault-tolerant code; and validate releases via code reviews, detailed testing, dev ops, and level two production support Work with other frontend engineers to collaborate on common React components and utilities, build new features across multiple different apps, design and integrate APIs for multiple use-cases, contribute to a shared integration and testing suite, and design a thoughtful and efficient state management flow across the platform Work with backend engineers to design data contracts and APIs, integrate with existing and new data schemas, collaborate on testing and production support, and build out new features together Work closely with product team to learn about trading/investment workflows, estimate scope of work, perform demos, communicate technical blockers and challenges to non-technical audiences, and translate high-level vision into functional and non-functional requirements Work closely with quality assurance team to design overall testing strategy, perform joint testing when required, contribute to automated testing suite, and validate releases before deployment Work closely with users, other engineers, and SREs to provide level two production support, utilizing monitoring and logging tools to identify issues and quickly provide fixes Must be comfortable collaborating with team members in a multi-office, multi-country environment, while also being in office 4 days a week An Ideal Candidate Would Be: Excited both about working collaboratively on multiple large-scale, related trading and investment tools, as well as owning independent feature design and delivery Able to take ownership over delivery, deployment, release, and support with assistance from the rest of the team Capable of communicating vision, blockers, progress, and estimates to both technical and non-technical audiences Able to bring solid software engineering principles to design discussions from a frontend, state-management, or component-design lens; excited to contribute to high-level architectural discussions across backend and frontend Passionate about creating modern web applications that are streamlined, efficient, and a delight to use Qualifications/Skills and Experience: B.S. or any other relevant engineering degree. 7+ years of experience working as a front-end engineer on production code, creating and deploying web apps in React (ideally external, customer-facing applications) and Typescript, CSS / SCSS, HTML Experience using state management tools like Redux, RxJs, Zustand, and/or Jotai to orchestrate complex state workflows and asynchronous APIs Experience working with backend languages like Java, Spring and the open-source technology stack (Spring, Hibernate, Maven, JUnit, etc.). Comfortable using all standard React hooks and creating custom hooks for different usecases Experience writing integration and unit tests with tools like Cypress, Jest, Cucumber Experience with API design and/or development, ideally with REST or through GraphQL A proven foundation in core front-end languages (React/Typescript preferred) but with a solid background in object-oriented programming, software engineering design patterns, and test-driven development Experience with Git and code collaboration tools Great analytical, problem-solving and communication skills to both technical and non-technical audiences Experience providing production support and using logging/monitoring tools like Visualization and analytics platforms for metrics and logs, Splunk Some experience or a real interest in finance, investment processes, and/or an ability to translate business problems into technical solutions. Nice to have and opportunities to learn: Exposure to or interest in streaming technologies like Web Sockets, AMPs, etc. Experience working in an Agile development team or on open-source development projects. Familiarity with dev ops tools like AzureDevOps a plus. Experience building out reusable React components or styling libraries Familiarity with UX design tools like Figma For San Francisco, CA, New York, NY and Los Angeles, CA Only the salary range for this position is USD$162,000.00 - USD$215,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $162k-215k yearly Auto-Apply 6d ago
  • Global Macro

    Franklin Templeton 4.8company rating

    San Mateo, CA job

    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 firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that's both broad and unique. And our welcoming, respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! This role has been filled by an identified candidate. We are not accepting applications for this opportunity. 2026 Undergraduate Summer Intern - Job Posting Department Title: Undergrad Intern - Global Macro Position Summary: Global Macro Research At Franklin Templeton, we believe that success requires more than just expertise - it demands powerful partnerships. As a forward-thinking asset manager, we build dynamic relationships with our clients, understand their goals, and navigate the complexities of the market together. With Franklin Templeton by their side, investors don't prepare for the future - they shape it. With over 10,000 employees and 80+ offices in major financial centers around the world, we are dedicated to providing investment solutions for our clients in more than 150 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team. The intern will have an unique experience working closely with a small team comprised of other Analysts, Traders, and Portfolio Managers. He/she will work under the guidance of a Senior Research Analyst. Team Culture: As of September 30th, 2025, Templeton Global Macro managed $16.98 billion in assets, while total assets under management for the company were over $1.65 trillion. Dr. Michael Hasenstab has led the team since 2001. Templeton Global Macro specializes in sovereign debt investing, utilizing a research-intensive, fundamentals-based approach to capitalize on inefficiencies and capture long-term potential value across yield curves, currencies, and sovereign credit spreads. As a multicultural team built for cognitive diversity, Templeton Global Macro has been purposefully structured to bring together diverse cultures and experiences, political views, and economic schools of thought. As of September 30th, 2025, our team consists of 24 investment professionals including five Ph.D. economists. 13 different nationalities from five continents are represented, and 18 different languages are collectively spoken. An intern in this department can expect to learn: The intern will learn to Monitor current market developments within a region of the globe, gain a solid understanding of macroeconomics and politics, and conduct in-depth country macro analysis. At the end of the period the intern will present a written and oral country overview. Key Responsibilities Can Include: Conduct detailed macro-economic, sovereign credit, and political analysis as well as monitoring current market developments for a selected country. Ideal Qualifications: We are seeking candidates with the following qualifications: *A strong academic background and have completed their Junior year by the start of the internship. *Working knowledge of one or more languages besides English. *Experience living, traveling, or studying abroad. *Solid understanding of macroeconomics and politics. *Excellent written and oral communication skills *Ability to work in a team-oriented environment and willingness to learn from others. Ready to make moves? Apply today! Please be sure to attach your resume when submitting your application. Applications submitted without a resume will not be considered. Due to the high volume of applications we receive, we may not be able to respond to each applicant individually. If you're interested in more than one internship, we encourage you to apply to all positions that align with your interests. This is a full-time internship where students will work approximately 37.5 (dependent on state/location) hours per week and earn competitive hourly pay of $37 - $47 USD per hour, dependent on location, function, and year in school. 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. 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 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. Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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. 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 accommodation requests will receive a response.
    $37-47 hourly Auto-Apply 35d ago
  • Registered Client Associate

    UBS 4.5company rating

    San Francisco, CA job

    Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing events and maintain marketing materials * provide the team with a detailed calendar of activities Detailed salary information: * San Francisco: the salary range for this role is $75000 to $85000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * SIE, Series 7 and 66 licenses (for registered CSAs only) * ideally 3-5 years of experience in client service, within the finance sector * bachelor's or master`s degree or equivalent, focusing on finance * excellent communicator, with solid interpersonal skills * detail oriented (nothing gets past you) * proficient in Microsoft Office Suite About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $75k-85k yearly 21d ago
  • Market Director

    UBS 4.5company rating

    San Francisco, CA job

    Your role Do you know how to create and drive a culture of asset growth? And foster loyalty? We're looking for a Market Director to: * serve as financial advisor to personal clients while managing branch responsibilities * be responsible for financial results, overseeing cost and risk management * attract, recruit, develop and retain skilled talent * coach all team members, getting them the right training and making sure development measures are results-oriented and transparent * manage and resolve all escalated issues, including financial, reputational, compliance, supervisory, operational and HR governance risks Detailed salary information: * San Francisco: the salary range for this role is $250000 to $300000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 5-7 years of experience with a leading financial institution * proven experience creating strong partnerships * series 7, 66 and 9/10 * motivated, self-directed and driven * skilled at creating a positive business culture About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $250k-300k yearly 15d ago
  • 2026 Full-Time Analyst Program - AMERS

    Blackrock 4.4company rating

    Sausalito, CA job

    **Region** Americas **Countries** Canada, Mexico, United States **Cities** Atlanta, Boston, Chicago, Mexico City, Miami, Montreal, New York, Newport Beach, Princeton, San Francisco, Santa Monica, Sausalito, Seattle, Toronto, Washington DC, Wilmington **Recruitment Year** 2026 **Program** Analyst Program **Job description** The Full-Time Analyst Program is for candidates who have graduated or will be graduating with a bachelor's or master's degree between September 2025 and July 2026. Our Full-Time Analyst Program is a two-year experience designed to empower and support Analysts in connecting their personal passions and strengths to BlackRock's mission, principles and purpose. The program begins with an orientation to learn about our purpose, business and strategic priorities - all while gaining insights into the day-to-day life of an Analyst at BlackRock. Following orientation, Analysts join their teams and stay connected with colleagues across the globe through ongoing training and professional development. This program offers Analysts the chance to have a lasting impact on the firm and contribute to our greater collective purpose of helping more and more people experience financial well-being. **Who can apply:** Undergraduate or master's students graduating between September 2025 through July 2026. **Important:** Candidates can apply for **up to two functions within that program** (e.g., Investment Research and Analytics & Modeling). You must apply for both opportunities using the same program application. If you withdraw your application, you cannot submit another application for this program this year. **Next steps:** Once you submit your application, you will receive an email to complete a pre-interview assessment. You have up to five days to submit your pre-interview assessment; if you fail to do so, your application will be automatically withdrawn. We look forward to reviewing your application! BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement** **and the** **pay transparency statement** **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our **privacy policy** . **For California state and New York City only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Annualized Salary** Client & Product Functions $80,000-$115,000 Corporate & Strategic Functions $80,000-$100,000 Investment $80,000-$117,500 Operations $75,000-$117,500 Technology $90,000-$117,500 **For Washington state only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Annualized Salary** Client & Product Functions $75,000-$100,000 Corporate & Strategic Functions $75,000-$95,000 Investment $75,000-$112,500 Operations $70,000-$112,500 Technology $80,000-$112,500 Additionally, employees are eligible for an annual discretionary bonus, and benefits (************************************************************************ including health care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department, and individual performance.
    $90k-117.5k yearly 60d+ ago
  • Principal GenAI Engineer

    Fidelity Investments 4.6company rating

    Fidelity Investments job in San Francisco, CA

    The Role This is an individual contributor data science (with a focus on GenAI) role. The GenAI Technology team within Fidelity's Asset Management Technology is looking for a motivated data scientist with proven experience in machine learning, GenAI-related projects, and data science. In this role, the individual leads machine learning projects with diverse scope and complex business and technical challenges. Coordinates with senior business and technology partners to develop solutions to the most complex business analytical needs. Oversees end-to-end process to push code from research to production. Delivers results with clear and measurable impact to the business. Consults with senior business and technology partners to identify priorities and establish analytic goals. Executes on direction for data identification, collection and qualification activities. Presents reports and findings to senior technical and non-technical audiences. Enjoys collaboration and revels in working as part of a team to solve deep applied problems. You will have: * PhD or Master's in Data Science, Computer Science, Statistics, Physics, or Finance (with a background in Statistics), with 4+ years plus of industrial experience. * Experience working with LLMs for solving data science problems, information retrieval applications, clustering, and coding * Deep expertise in Python, as well as data-centric techniques including engineering principles for building efficient inference tools * Experience taking an application from research to production and realizing measurable value from it to the team or firm * Ability to work on and drive progress for multiple projects at the same time * Experience guiding business on identifying AI/ML use cases and optimally contributing to brainstorming sessions * Desires to create a climate that values and rewards contributions, drive, ownership, initiative, and achievement of results * Excellent planning, project management, leadership, and research skills * Experience communicating results to business stakeholders with a focus on clear, concise, and understandable delivery including conveying statistical findings through data visualizations * Enthusiasm for learning new skills and domains, including applying state-of-the-art ML research and LLMs to real-world data challenges The Team We are a GenAI technology team within the Quantitative Research and Investment Technology division in the Asset Management vertical. We partner with investment professionals, portfolio managers, analysts, quants, traders, and other technology teams to build AI/ML solutions that provide insight and drive measurable value. We focus on applied problems that can be taken from research to production. We enjoy learning new skills and appreciate the challenges that come from working with state of the art AI models. The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Data Analytics and Insights
    $90k-114k yearly est. 10d ago
  • Senior Wealth Strategy Associate

    UBS 4.5company rating

    San Francisco, CA job

    Your role Are you skilled at developing wealth management strategies? Does financial data excite you? By the end of your training, you will be expected to perform most, if not all of the functions carried out by senior team members. As a partner you will leverage both communication and analytical skills and work closely with teammates and clients to solve problems. Some tasks may include: portfolio construction and rebalancing, trading, investment manager diligence and evaluation, performance reporting and attribution, preparation of presentation material, as well as developing meaningful client relationships. An important component of this role will be partnering with the team's strategic planning coordinator to assist in managing the business development effort. Detailed salary information: * San Francisco: the salary range for this role is $85000 to $130000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Demonstrated creativity in solving problems as well as excellent analytical and organizational skills, detail orientation, a proficiency in multi-tasking, and a desire to learn about financial markets. * enjoy building long-term relationships, be a self-starter, entrepreneurial, and possess a strong work ethic. * Strong interpersonal communication skills, enthusiastic, and ability to thrive in a collegial, team environment where professionals work hard but also have fun. * ideally 3+ years of professional experience preferred. * position provides excellent training in how to operate and manage a growing business along with experience in real world financial applications. Perfect training ground for pre-MBAs and those interested in pursuing their CFA, CIMA or other professional designation. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $85k-130k yearly 20d ago
  • Data Scientist (ML Engineer) - San Ramon, CA

    Franklin Templeton 4.8company rating

    San Ramon, CA job

    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 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. Come join us in delivering better outcomes for our clients around the world! About the Department Franklin Templeton Technology (FTT) drives the technology strategy and delivers innovative technology solutions for Franklin Templeton (FT), a global investment leader delivering innovative multi-asset solutions across public and private markets. FT integrates asset allocation, manager research, and implementation to drive portfolio construction, execution, and strategic oversight. Joining FT means working in a collaborative, growth-oriented environment that values innovation in investment technology. What is the Data Scientist (ML Engineer) in the FTT Digital Technology Group Responsible For? As a Data Scientist / ML Engineer, you will play a critical role in designing, building, and productionizing machine learning systems that solve real-world business problems. You will focus on end-to-end ML lifecycle ownership, including data ingestion, feature engineering, model development, deployment, monitoring, and optimization in production environments. You will work closely with data engineering, platform, and product teams to deliver scalable, reliable, and secure ML solutions. Under the guidance of senior technical leaders, you will contribute to engineering-grade ML architecture, gain hands-on experience with cloud-native ML systems, and help advance the organization's AI capabilities. Job Location: San Mateo or San Ramon, California office (Hybrid Schedule) Ongoing Responsibilities (Engineering-Focused) Data Engineering & Pipelines Design, implement, and maintain robust, scalable data pipelines for ML workloads. Build automated data ingestion, validation, and preprocessing frameworks. Collaborate with data engineers to integrate ML workflows into enterprise data platforms. Optimize data storage and access patterns for high-volume, high-performance ML use cases. Ensure data quality, lineage, and reproducibility across ML pipelines. Machine Learning Engineering Develop, optimize, and maintain production-grade machine learning models. Implement feature engineering pipelines and reusable ML components. Design and build end-to-end ML architectures, from experimentation to deployment. Apply model evaluation, testing, and validation frameworks to ensure robustness. Lead efforts in Generative AI system design, mentoring team members on applied GenAI patterns and best practices. Translate ambiguous business problems into clear technical designs and ML system architectures. MLOps & Production Systems Deploy ML models using CI/CD pipelines, containerization, and cloud-native services. Implement model monitoring, performance tracking, drift detection, and retraining strategies. Partner with platform teams to ensure models meet security, scalability, and reliability standards. Troubleshoot and optimize ML systems in production environments. Contribute to ML platform standards, tooling, and reusable frameworks. Cross-Functional Engineering Collaboration Work closely with product managers, engineers, and business stakeholders to define technical requirements. Translate analytical insights into engineering deliverables for downstream systems. Communicate technical designs, trade-offs, and system behavior to both technical and non-technical audiences. Collaborate with domain experts to integrate business logic into ML system design. Continuous Learning & Technical Innovation Stay current with advancements in ML engineering, cloud platforms, MLOps, and Generative AI. Prototype and evaluate new tools, architectures, and frameworks. Contribute to technical documentation, design reviews, and best practices. Continuously improve system reliability, performance, and maintainability. Ideal Qualifications, Skills & Experience (Engineering-Heavy) Education & Experience Bachelor's or Master's degree in Computer Science, Engineering, Data Science, or related discipline. 5+ years of hands-on experience building and deploying ML systems in production. Core Technical Skills Strong proficiency in Python with experience building production ML code. Advanced SQL skills and experience working with large-scale datasets. Experience with machine learning frameworks. Hands-on experience with data pipelines, feature stores, and ML workflows. Familiarity with Generative AI models and applied GenAI system patterns. ML Engineering & MLOps Experience deploying models using containers (Docker) and CI/CD pipelines. Exposure to cloud platforms (AWS, Azure, or GCP) and managed ML services. Understanding of model monitoring, drift detection, and lifecycle management. Ability to design scalable, fault-tolerant ML architectures. Engineering Mindset Strong ability to translate business problems into engineering solutions. Comfortable working with ambiguous requirements and defining technical direction. Experience designing modular, reusable, and maintainable systems. Strong debugging, performance optimization, and problem-solving skills. Collaboration & Communication Ability to explain complex ML systems and trade-offs to diverse stakeholders. Strong written and verbal communication skills. Team-oriented with the ability to work independently and take ownership. Effective planning, prioritization, and execution in fast-paced environments. 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 $125,000 to $160,000. When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed. #LI-Hybrid #ASSOCIATE Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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. 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 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. 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 accommodation requests will receive a response.
    $125k-160k yearly Auto-Apply 12d ago
  • 2026 Graduate Talent Program - Global Banking - San Francisco

    UBS 4.5company rating

    San Francisco, CA job

    Your role Interested in a career in finance, specifically in banking, but not sure where to start? Do you want to work for a firm with a truly global footprint? We're looking for ambitious students to join our 2026 Global Banking Graduate Talent Program. You'll get to: * evaluate companies and develop models for M&A transactions * prepare industry analyses for pitches * participate in financial modelling and valuation exercises * conduct market and company analyses, creating corresponding marketing materials * get involved in the execution of live deals Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise We're looking for a candidate who: * is graduating between December 2025 and June 2026 and has a cumulative GPA of 3.0 and above * has a passion for financial markets and is a detail-oriented problem solver skilled in Microsoft Excel and PowerPoint * has values that align with ours: hard-working, trustworthy, dedicated and collaborative * is a strategic thinker with strong communication skills * is motivated to work in a business with high demands and tight deadlines We're looking for someone who's curious and wants to thrive in a business that never stops moving. We welcome all majors, but it's important to have an interest in the financial industry. We want to see what makes you unique and discover what you can bring to our team. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $108k-141k yearly est. 1d ago
  • Credit Analyst (Fixed Income - IG & HY Corporates)

    Franklin Templeton 4.8company rating

    San Mateo, CA job

    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 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. Come join us in delivering better outcomes for our clients around the world! About the Department Franklin Templeton Fixed Income (FTFI) is seeking a motivated credit investor to join our US Corporate Credit Research team. Reporting to the Head of Credit Research and working primarily with the High Yield and Investment Grade teams, the credit analyst will cover one or more industries, perform fundamental analysis on investment grade and high yield companies and make investment recommendations. The analyst will work closely with portfolio managers, traders, and analysts across the globe. The role is based in either New York, Boston, or San Mateo. How you will add value Core Responsibilities Conduct in-depth fundamental credit analysis on investment grade and high yield corporates including capital structure analysis, financial modeling, and covenant review. Identify key industry drivers and develop forward looking models Assess relative value within a company's capital structure and versus peers Publish clear, concise investment recommendations on new issues, secondary market ideas Develop relationships with management teams, sell side analysts, rating agencies Examine environmental, social and governance (ESG) impacts on long-term fundamentals What will help you be successful in this role Experience, Education & Certifications 5-7 years credit experience at a buy-side or sell-side institution analyzing corporates Excellent financial modeling skills as well as Bloomberg proficiency Team player with strong interpersonal skills and willingness to work with multiple teams across offices Bachelor's degree required, an MBA or CFA is a plus 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 $165,000 to $185,000. When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed. #MID_SENIOR_LEVEL #LI-Onsite Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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. 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 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. 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 accommodation requests will receive a response.
    $165k-185k yearly Auto-Apply 60d+ ago
  • Director, Quant Development

    Fidelity Investments 4.6company rating

    Fidelity Investments job in San Francisco, CA

    Director Quant Software Engineering, Derivatives The Role As a Director of Quant Software engineering, Derivatives, you will be a part of Quantitative Research and Investments Technology organization and will play a key role in defining and developing derivatives and other quantitative technology products to solve research problems for investment professionals and senior management executives leading strategic Quantitative research initiatives. You will be a part of a small team building a new derivatives application allowing valuing and managing complex derivatives contracts. You will distill abstract research-oriented problems to technology solutions and execute them quickly. You will work closely with senior executives, portfolio managers, analysts and researchers to deeply understand experimentation methodology and enable faster, better experiments using technology solutions. You will be collaborating with other technology team members in a dynamic and fast-paced environment. You will build scalable, reliable and highly available technology solutions based on engineering best practices in areas such as portfolio construction, risk management, and alpha research. The Expertise & Skills You Bring * Degree in a computational field such as Computer Science * 10+ years' hands on experience with software engineering * Practical experience developing applications for asset management or global capital markets * Experience working with derivatives for at least one asset class (interest rate, credit or FX) is must * Development experience using Python (Design, Develop, Test, Debug, Deploy) * Object Oriented development experience, ideally with Java & Python * Experience working with SQL and PL/SQL on Database (Oracle, Snowflake) * Exposure to test automation frameworks (unit & integration) * Experience with RESTful APIs * Experience with UI development with Angular is a plus * AWS cloud environment and understanding of CI/CD & DevOps * Experience using agile development practices. * Experience with numerical-analysis software libraries is a plus. * Focus on delivering customer value in a challenging environment. * Understand and adapt to changing business priorities. * Strong knowledge of technology trends in implementing business application The Team Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions. We are seeking a Director, Quant Software Engineer to join our Quantitative Research & Investing Technology organization. This role will be part of our Quantitative Engineering team, which is responsible for delivering & maintaining solutions for Quant Research team. The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Information Technology
    $126k-255k yearly 26d ago

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