Mergers & Acquisitions Senior Associate
Franklin Templeton, New York, NY, United States
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.
About The Department Franklin Templeton is seeking a highly analytical, articulate, detail‑orientated individual to join the M&A team. This position reports to Franklin Templeton’s Global Treasurer and Head of M&A. The M&A team covers global opportunities broadly across alternative asset management, traditional asset management and wealth management.
How You Will Add Value
Work with senior management to identify and execute Franklin Templeton’s global M&A activities including joint ventures, strategic investments, and other growth initiatives
Lead the creation of detailed financial models to assess various M&A and strategic initiatives including valuations, returns, key operating assumptions and sensitivities
Conduct detailed financial due diligence, including quality‑of‑earnings reviews, working capital analyses, and operational assessments
Prepare investment committee materials, including transaction memos, valuation outputs, and risk assessments
Perform comprehensive industry and competitive landscape analyses to support deal thesis development
Drive the execution of opportunities including presentations, financial modeling, due diligence, transaction structuring and negotiation
Assess industry valuation benchmarking and relevant comparables
Assist with post‑closing integration across investments, distribution and all corporate functions
Role What Will Help You Be Successful in This Role
A minimum of 3 to 6 years of experience in investment banking, corporate development, M&A and/or asset management
Experience in Financials Institutions industry group with a focus on asset management
Proven experience executing M&A transactions, including end‑to‑end deal modeling, valuation, and transaction analysis
Advanced Excel and financial modeling expertise, with exceptional PowerPoint and presentation skills for senior‑level audiences
Highly developed analytical skill set, with the ability to synthesize complex financial and strategic information
Demonstrated ability to leverage artificial intelligence tools and techniques to enhance analysis, decision‑making, and execution
Deep understanding of—and genuine enthusiasm for—the global financial and investment markets
Proven ability to manage multiple, complex priorities in a fast‑paced, deadline‑driven environment
Exceptional attention to detail, with a commitment to accuracy and high‑quality output
Strong written and verbal communication skills, with the ability to convey complex ideas clearly and concisely
Collaborative, team‑oriented work style with the ability to partner effectively across functions
Self‑starting individual contributor with an entrepreneurial spirit
Bachelor's degree in finance or related field
Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. 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 $190,000 in addition to a competitive bonus.
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* (only applicable at certain locations)
Onsite cafeteria* (only applicable at certain locations)
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, 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.
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About The Department Franklin Templeton is seeking a highly analytical, articulate, detail‑orientated individual to join the M&A team. This position reports to Franklin Templeton’s Global Treasurer and Head of M&A. The M&A team covers global opportunities broadly across alternative asset management, traditional asset management and wealth management.
How You Will Add Value
Work with senior management to identify and execute Franklin Templeton’s global M&A activities including joint ventures, strategic investments, and other growth initiatives
Lead the creation of detailed financial models to assess various M&A and strategic initiatives including valuations, returns, key operating assumptions and sensitivities
Conduct detailed financial due diligence, including quality‑of‑earnings reviews, working capital analyses, and operational assessments
Prepare investment committee materials, including transaction memos, valuation outputs, and risk assessments
Perform comprehensive industry and competitive landscape analyses to support deal thesis development
Drive the execution of opportunities including presentations, financial modeling, due diligence, transaction structuring and negotiation
Assess industry valuation benchmarking and relevant comparables
Assist with post‑closing integration across investments, distribution and all corporate functions
Role What Will Help You Be Successful in This Role
A minimum of 3 to 6 years of experience in investment banking, corporate development, M&A and/or asset management
Experience in Financials Institutions industry group with a focus on asset management
Proven experience executing M&A transactions, including end‑to‑end deal modeling, valuation, and transaction analysis
Advanced Excel and financial modeling expertise, with exceptional PowerPoint and presentation skills for senior‑level audiences
Highly developed analytical skill set, with the ability to synthesize complex financial and strategic information
Demonstrated ability to leverage artificial intelligence tools and techniques to enhance analysis, decision‑making, and execution
Deep understanding of—and genuine enthusiasm for—the global financial and investment markets
Proven ability to manage multiple, complex priorities in a fast‑paced, deadline‑driven environment
Exceptional attention to detail, with a commitment to accuracy and high‑quality output
Strong written and verbal communication skills, with the ability to convey complex ideas clearly and concisely
Collaborative, team‑oriented work style with the ability to partner effectively across functions
Self‑starting individual contributor with an entrepreneurial spirit
Bachelor's degree in finance or related field
Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. 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 $190,000 in addition to a competitive bonus.
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* (only applicable at certain locations)
Onsite cafeteria* (only applicable at certain locations)
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, 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.
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