Product Analyst

Western Asset Management (WAM) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

Western Asset Management focuses on supporting our clients’ financial goals and creating positive outcomes for all kinds of people. Primarily a globally integrated fixed-income manager, we source ideas and investment solutions worldwide, with an emphasis on long-term fundamental value investing, using multiple diversified strategies.

Western Asset is a global asset management firm renowned for its expertise in fixed-income investments. Operating as a cohesive team, we leverage an open, integrated investment platform to deliver superior results. Our collegial team culture is a significant asset, enabling us to harness the combined experience and fixed-income acumen of our investment professionals worldwide.

We are looking for a Product Analyst to join our Portfolio Management and Research team at Western Asset Management (WAM) in Melbourne. In this role, you will contribute meaningful insights that support investment solutions designed to improve long-term outcomes for clients and communities. You will leverage your analytical skills to inform product decisions across our fixed-income platform, while building expertise and experience to support future career growth in areas such as product, research, portfolio management, or trading. This role offers the opportunity to learn and grow within a highly entrepreneurial investment business.

Western Asset Management (WAM) is a wholly owned subsidiary of Franklin Templeton. Visit Global Asset Management | Western Asset to learn more who we are.

Core Responsibilities:

• Partner with Portfolio Managers, Client Service Executives, and Product Specialists to deliver quantitative and analytical support to the Client Service and Marketing teams

• Analyze current and prospective portfolios and communicate investment strategy and drivers of relative performance

• Create portfolio reports and analysis for Client Service and Marketing communications

• Address quantitative and analytical requests from Client Service partners

• Deliver statistical data and analytical reporting for internal stakeholders

• Prepare recurring and ad hoc analyses to support Client Service and Marketing priorities

• Produce performance and risk reporting, including key metrics, for external communication

Strategic Responsibilities:

• Prepare monthly and quarterly, as well as other ad hoc market reports for client distribution

• Draft monthly commentaries and provide ongoing portfolio analytics

• Support new and existing business initiatives through request for proposal (RFP) responses and database queries

• Provide client and portfolio analytics to support Product Specialists

Teams & Collaboration:

• Support ad hoc projects and collaborate closely with cross-functional partners

• Partner across departments to identify opportunities and resolve issues

• Develop internal and external publications, presentations, and reports

• Strengthen presentation skills to speak at small and medium-sized conferences and forums

Experience, Education & Certifications:

• Bachelor’s degree in a related field

• 5+ years of relevant experience in asset management is an advantage

• Chartered Financial Analyst (CFA) Level I completed (minimum); progress toward the CFA designation preferred

• Strong knowledge of or interest in fixed-income markets and instruments

Technical Skills:

• Proficiency in Microsoft Office; strong Excel skills, including Visual Basic for Applications (VBA).

• High proficiency with Bloomberg functionality and analytics

• Working knowledge of Structured Query Language (SQL) and Python is a plus

Soft Skills:

• Strong conceptual, structural, and analytical skills

• Excellent written and verbal communication skills

• Ability to identify key issues in complex topics and articulate insights clearly

• Strong ability to prioritize tasks and manage multiple deadlines

• Collaborative team player who supports shared priorities

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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.