Trevor Franklin

Vice President, Portfolio Manager, Ft Investment Solutions @Franklin Templeton

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2015 — Present

Vice President, Portfolio Manager, Ft Investment Solutions @Franklin Templeton

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CA

Contribute to managing pooled investment vehicles and institutional client portfolios while providing a high level of relationship management to clients and consultantsConduct and make recommendations on trading, modeling, portfolio construction, risk optimization and other management responsibilitiesDraft recommendations on discretionary client policies and participate in investment committee and board reviewsUndertake capital market research; contribute to the Institutional Asset Mix and Investment Research and Strategy CommitteesSupport business development efforts; craft RFP responses, investment recommendations, consultant requests

EDUCATION

2005 — 2010

Ryerson University

Bachelor of Commerce; (B.Com.), Finance; International Business

SKILLS

Capital MarketsMutual FundsInvestmentsRisk ManagementAccount ReconciliationGeneral LedgerAnalysisTime ManagementFinanceAsset ManagementWealth ManagementCorporate FinanceFinancial AnalysisInvestment StrategiesAccountingPortfolio ManagementManagementEquitiesStrategic Financial PlanningBloombergFinancial ReportingMicrosoft ExcelFinancial ModelingAuditing

ABOUT TREVOR FRANKLIN

Vice President, Portfolio Manager, FT Investment Solutions

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Trevor Franklin — Vice President, Portfolio Manager, Ft Investment Solutions at Franklin Templeton in Toronto, ON, CA | Unifers