senior portfolio analyst ft investment solutions@ Franklin Templeton
Toronto, Ontario, Canada
Trevor Franklin, CFA
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Ryerson University
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FlashIntel GPTTrevor Franklin, CFA is a Portfolio Associate with 12.4 years of experience in auditing, accounting, and corporate finance. He has a strong background in portfolio management, financial modeling, and capital markets. Currently, he works at Franklin Templeton Institutional in Toronto, Canada. Trevor has previously held positions at Franklin Templeton Investments in Budapest, Hungary, and has expertise in strategic financial planning and investment strategies. He is skilled in Microsoft Excel, risk management, and asset management.
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About
Portfolio Associate, Balanced Portfolio Management at Franklin Templeton Institutional
Work Experience
senior portfolio analyst ft investment solutions
Business Development Associate | Institutional Alliances
Nav Analysis Analyst
Financial Services
Trevor Franklin, CFA's Professional Milestones
- Business Development Associate | Institutional Alliances (2013-03-01~2015-01-01): Expanding institutional partnerships and expanding market presence through effective strategic partnerships.
- Nav Analysis Analyst (2011-07-01~2013-03-01): Optimized data analysis processes, enhancing efficiency and accuracy in navigation operations.
Education
International Business,
Finance,
Bachelor Of Commerce,
Bachelors,
Finance; International Business
2005-2010Skill
Auditing
Accounting
Corporate Finance
Portfolio Management
Financial Modeling
Capital Markets
Investments
Bloomberg
Finance
Equities
Wealth Management
Account Reconciliation
Mutual Funds
Strategic Financial Planning
Investment Strategies
Microsoft Excel
Risk Management
Asset Management
Time Management
Financial Analysis
Management
Financial Reporting
General Ledger
Analysis
Certification
Colleagues
Srikanya Mandava
associate product technology owner
Naresh Vanjari
senior technology product owner at franklin templeton investments
Christina Hale, PMP
Senior Technical Product Owner | Digital Marketing Advisory Board Member
Jenni Harrigill
senior product technology owner at franklin templeton investments
Kalyan Mazumdar
senior business intelligence analyst | data analytics | research & insights | strategy & transformation | project management | digital product owner | process excellence | ex-ibm | ex-deloitte
Other Named Trevor Franklin, CFA
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Trevor Franklin, CFA works for Franklin Templeton
Trevor Franklin, CFA's role in Franklin Templeton is senior portfolio analyst ft investment solutions
Trevor Franklin, CFA works in the industry of Financial Services
Trevor Franklin, CFA's colleagues are Srikanya Mandava,Naresh Vanjari,Christina Hale, PMP
Trevor Franklin, CFA's latest job experience is senior portfolio analyst ft investment solutions at Franklin Templeton
Trevor Franklin, CFA's latest education in Ryerson University
